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MS Dynamics 365

  • CRM
  • ERP

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What is Microsoft (MS) Dynamics 365? 

MS Dynamics 365 is a set of business applications run through Microsoft Business Solutions. These applications help businesses of all sizes (particularly enterprises) with resource planning and customer relationship management (CRM). 

Microsoft markets MS Dynamics applications through a vast network of reselling partners that provide services tailored to an operation’s specialized needs.

Whether you’re looking to reduce your operational costs, drive efficiency, create a more thoroughly connected business, or do all of the above, MS Dynamics can help. It hyperconnects your team, data, and overall processes, which enables your business to innovate and adapt more sufficiently. 

MS Dynamics 365 data model

Syncari actively syncs and unifies data to and from MS Dynamics with other tools you choose to connect. You can also route your MS Dynamics data to specific entities in Syncari.

The MS Dynamics 365 Synapse allows synchronization on these standard objects:

  • Lead
  • Contact
  • Account
  • Opportunity
  • Campaign

Out-of-the-box deduplication, merge, lead segmentation, lead-to-account matching, and more are available in Syncari. You can then use Syncari in the sync pipeline for the aforementioned objects. Our platform also supports MS Dynamics functions and actions to facilitate streamlined workflows. 

Intro to Syncari for MS Dynamics 365 sync

As a customer data unification platform, Syncari is purpose-built to unify your data across all your go-to-market (GTM) systems. 

Whether your needs lie in sales engagement, finance management, marketing solutions, customer success tools, ERP, or something else, our platform meets you where you need it. 

Our Sync Studio allows you to build out your deduplication efforts and merge logic instantaneously while also maintaining your data over time. You can then move on to developing healthy lead management and quote-to-cash workflows where and when needed. 

Syncari simplifies data unification from start to finish — regardless of its source or extent.

Benefits of using Syncari for MS Dynamics 365 sync

The Syncari MS Dynamics 365 Synapse provides bidirectional synchronization of standard objects, which you can map to entities in Syncari. Our platform fully supports unified data across varying platforms thanks to the functions and actions of our Sync Studio.

The synapse periodically syncs changes on the records for objects from MS Dynamics to Syncari in near real time. We provide a flexible conflict resolution strategy in cases where you note multiple updates for the same record. 

What’s more, you can enrich, deduplicate, and cleanse your data before storing it. Syncari also supports schema changes, such as adding a new field, renaming a field, and deleting a field. 

If you want to find new leads and/or engage with existing contacts, our Sync Studio allows you to map back to your contact and account data, too.  

Get started with Syncari for MS Dynamics 365

Test drive Syncari today or request a custom demo. To understand how to get going with MS Dynamics 365 in your Syncari instance, refer to the support setup guide.