Microsoft Dynamics 365 Sales/CRM

Microsoft Dynamics 365 Sales is Microsoft's CRM application for managing accounts, contacts, leads, opportunities and the sales pipeline. DLH.io syncs Dynamics 365 Sales data into your cloud data warehouse so sales activity can be reported on alongside finance, marketing and operations data.

Setup Instructions

Follow the setup steps guide for configuring your Microsoft Dynamics 365 Sales/CRM connection to enable data to flow into your destination via DLH.

Details on Sync Processing

For this connector, we believe the sync processing is straightforward. We've provided a number of details, steps, and other guidance here and in the setup steps guide. Be sure to also check the change log and notes page from time to time for any changes.

Issue Handling

If any issues occur with the authorization simply return to the sources page in DLH.io, edit the source details and click the Save & Test or Authorize Your Account or Re-Authorize Account button to confirm connectivity. If any issues persist please contact our support team via the DLH.io Support Portal.