SalesPartner
+ Microsoft Dynamics 365
Your Dynamics 365 contacts sync into SalesPartner. Every conversation syncs back to Dynamics 365. Contacts flow in. Activities flow back. Zero data entry.
Microsoft Dynamics 365
Enterprise CRM leader
Microsoft's flagship business application platform. Trusted by enterprises worldwide for sales, service, and operations.
Your Contacts. Always In Sync.
Connect Dynamics 365 once. Your contacts flow into SalesPartner — names, emails, phones, deal stages, custom fields. SalesPartner handles the conversations and logs every activity back to the right contact in Dynamics 365. Your team sees the full picture on both sides.
Contacts Flow In
Your Dynamics 365 contacts sync into SalesPartner with smart field mapping.
Activities Flow Back
Every conversation and appointment appears on the Dynamics 365 timeline within seconds.
Team Visibility
Sales reps see all interactions in Dynamics 365 before their calls.
All Plans Supported
Works with Sales Professional, Sales Enterprise, and Sales Premium.
What Gets Synced
Contacts come in. Activities go back. Everything stays current without you touching a thing.
Contact Import
Contact Imported
Names, emails, phones, job titles, and org pulled in
Fields Mapped
Smart field mapping matches Dynamics 365 properties to SalesPartner fields
Contact Updated
Changes in Dynamics 365 sync on schedule — contacts stay current
Custom Fields
Deal stages, custom properties, and tags carry over
Conversations
Started
New conversation opened with a lead
Status Change
Conversation moved to a new stage
Messages
Received
Inbound message from lead captured
Sent
Outbound reply logged with full content
Scheduled
Future message queued and tracked
Failed
Delivery failure logged with error details
Cancelled
Scheduled message cancelled before send
Events
Scheduled
New appointment booked on the calendar
Rescheduled
Time or date changed on existing booking
Cancelled
Appointment cancelled with reason logged
Reminder
Reminder sent to lead before appointment
Calls
Incoming
Inbound call from lead recorded
Outgoing
Outbound call to lead recorded
Connected
Call answered and conversation started
Ended
Call completed with duration logged
Missed
Unanswered call flagged for follow-up
Voicemail
Voicemail left and transcription logged
Contacts
Enhanced
Enriched contact data synced back to CRM
How It Works
Connect Your Dynamics 365
Secure OAuth connection
Click connect, authorize access, done. No API keys to copy. No credentials to manage. OAuth handles everything securely.
Map Your Fields
Smart mapping does the heavy lifting
SalesPartner reads your Dynamics 365 fields and maps them to contact fields. Names, emails, phones, deal stages, custom fields — all matched up. Review and adjust if needed.
Contacts Sync In
Your Dynamics 365 contacts flow into SalesPartner
Existing contacts are imported with deduplication. New contacts sync on schedule. No duplicates, no stale data.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds, qualifies them, and books appointments — while logging everything back to Dynamics 365.
Dynamics 365 Stays Current
Every activity on the contact timeline
Conversations appear as Tasks. Appointments logged. Status changes update Contact fields. Your team sees the full picture before every call.
Why Connect SalesPartner to Dynamics 365
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Dynamics reports and dashboards.
No Double Entry
Stop copying conversation notes into Dynamics. Stop updating statuses manually. It just happens.
Power Automate Ready
Use Power Automate flows to trigger actions based on SalesPartner activities. Send alerts, update records, notify teams.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Dynamics before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. HIPAA-compliant notes logged to patient record.
Technical Specifications
API Version
Dataverse Web API v9.2
Authentication
OAuth 2.0 (Microsoft Entra ID)
Sync Direction
Contacts in, Activities out
Inbound Sync
Scheduled (incremental)
Outbound Sync
Real-time (< 5 seconds)
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/api/data/v9.2/contactsImport contacts into SalesPartner/api/data/v9.2/tasksLog conversation activities/api/data/v9.2/contacts({id})Update contact fieldsCommon Questions
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