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

Please use Dynamics 365 documentation.

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