​Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft.
For your Dynamics 365 account, YAP supports the following actions:
Create lead
Create account
Update lead
Create contact
Update contact
Update account
Find lead
Find opportunity
Find account
Find contact
Before setup, check that you have granted to YAP the permission to send notification to your Dynamics 365 account. For this, sign in to Dynamics 365 and authorize the permissions requested by YAP.
Please use Dynamics 365 documentation.
Questions? We're always happy to help with any issues you might have! Send us an email to support@youngapp.co or request the demo with our sales team.