Microsoft Dynamics

Overview

Connect Microsoft Dynamics 365 for enterprise CRM sync.

This guide walks through authentication, mapping, testing, and go-live so your Sales Centri workspace stays in sync with the rest of your stack.

Prerequisites

Before you start, confirm you have:

• A Sales Centri account with admin or integration permissions
• API credentials or OAuth access for the destination platform
• A list of fields you want to sync (email, company, title, phone)

Setup steps

Follow these steps in order:

• Open IntelliBase → Integrations and select this connector
• Authenticate with OAuth or an API key
• Map Sales Centri fields to the destination schema
• Run a test sync with a small sample (10–25 records)
• Enable the integration and monitor the first full sync

Verification

After the first sync, confirm records appear in the destination system with the expected field values. Check the Integration Health panel for authentication, webhook delivery, and rate-limit status.