Microsoft Dynamics 365 Integration

If your team works in Microsoft Dynamics 365, this keeps your contact records current automatically.

When SalesPartner talks to a lead, it creates a task on the matching Dynamics 365 contact record. Your team sees the full activity log without leaving the CRM.

What you get:

• No manual entry — Tasks are logged after every interaction
• Full history — Messages, appointments, and status changes all recorded
• Team visibility — Everyone in Dynamics sees the latest activity
• Fits your existing workflow — No extra tools or tab switching

This works best if you already manage contacts in Dynamics 365 Sales.

Dynamics 365 uses your Microsoft account — the same login you use for Outlook, Teams, and the rest of Microsoft 365.

1. Open the SalesPartner app
2. Go to Settings → Connected Accounts
3. Click Add Account
4. Select Microsoft Dynamics 365 from the list
5. You'll be redirected to the Microsoft login page
6. Sign in with your work Microsoft account (the one tied to your Dynamics 365 subscription)
7. If prompted, review the permissions and click Accept
8. You'll be sent back to SalesPartner — your account is now connected

SalesPartner never sees your Microsoft password. The connection is secured through Microsoft's standard OAuth system — the same technology that connects apps across Microsoft 365.

Many Microsoft 365 organizations pre-approve third-party apps at the organization level. If your IT admin has already done this, you'll connect without seeing a permissions screen.

If you see a message saying "Need admin approval" or "You can't connect this app," your Microsoft 365 admin needs to grant consent for SalesPartner. This is a one-time step for the whole organization — once done, everyone on your team can connect.

Ask your IT admin to approve the app in the Microsoft Entra admin center (formerly Azure Active Directory). Once approved, try connecting again.

If you're the Microsoft 365 admin, contact us and we'll walk you through the approval steps.

SalesPartner creates a task on the Dynamics 365 contact record when:

• A lead sends a message
• SalesPartner replies to a lead
• An appointment is booked or a reminder is sent
• A contact's status changes

Each task is timestamped and includes the relevant details.

Note: The contact must already exist in Dynamics 365, matched by email address. If SalesPartner can't find a matching contact, nothing logs. Make sure records are in Dynamics before conversations start.

Tasks not appearing in Dynamics 365?

1. Account connected? — Go to Settings → Connected Accounts and confirm Dynamics 365 shows as connected.

1. Admin consent needed? — If you couldn't finish connecting, your Microsoft 365 admin may need to approve SalesPartner for your organization first.

1. Correct Microsoft account? — Make sure you signed in with the work account that has access to your Dynamics 365 environment, not a personal Microsoft account.

1. Contact exists? — SalesPartner matches records by email. If the lead's email isn't in Dynamics 365, nothing logs.

1. Connection expired? — Disconnect and reconnect in Settings → Connected Accounts to refresh.

Still stuck? Contact support with your Dynamics 365 organization URL and the time you expected a task to log. We can check the logs.