Dynamics 365

Introduction

Dynamics 365 is a product line of enterprise resource planning (ERP) and customer relationship management (CRM) applications announced by Microsoft.

Supported actions

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

Setup requirements

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.

Connection

Questions? We're always happy to help with any issues you might have! Send us an email to [email protected] or request the demo with our sales team.
Last modified 1yr ago