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Connectivity Library

Microsoft Dynamics 365 Sales and Service

Distributor: Scribe

Tier: Scribe   Created and supported by Scribe. Created and supported by a Scribe partner and were certified by Scribe to be compatible with the Scribe platform. Created by members of the Scribe community (Scribe users or Scribe Labs), but have not been productized. They are made available on an "as is" basis to provide samples of what connectivity can be created for our platforms. Scribe does not offer formal support for these connectors.

Cost: Free

Works with: Scribe Online

How to Download: Marketplace

With Scribe’s Microsoft Dynamics 365 Sales and Service Connector, you have access to all of your data in Microsoft Dynamics 365, both in standard objects but also all of your custom objects and fields. You also have access to the entire suite of connectivity Scribe has to offer in order to quickly create scalable integrations for your business. The Dynamics 365 Sales and Service Connector can be used to keep CRM data up to date with other systems, to migrate data to or from Dynamics 365 Sales and Service, or to replicate data for reporting and analysis.

Scribe’s Dynamics 365 Sales and Service Connector includes:

  • Support for Microsoft Dynamics 365 Sales, Customer Service, Field Service and Project Service modules
  • Also compatible with Microsoft Dynamics CRM on-premise and partner-hosted
  • Exposes virtually every entity in to create, read, update and delete data
  • Supports custom fields and custom entities
  • Presents relationships between entities to support more powerful query operations
  • Can be used for bi-directional integrations, data loading and migrations
  • Support for creating and removing custom many-to-many relationships between records
  • Support for Microsoft Dynamics 365 Workflow
  • An easy to use interface for viewing and validating picklist values for drop-down lists
  • Use the Microsoft Dynamics 365 API’s impersonation capabilities to perform actions available only to non-interactive users
  • Supports Dynamics 365’s integration mode
  • Optimized performance with the Microsoft Dynamics 365 API’s bulk load method

Use the Microsoft Dynamics 365 Sales and Service Connector to…

  • Synchronize financial data such as invoice, orders, and other relevant information your sales people need
  • Automate resource intensive processes such as sales order processing and quote approvals
  • Reduce and remove manual process to get marketing and social data synchronized with Microsoft Dynamics 365
  • Automate your prospect to lead conversion between your marketing applications
  • Give your sales people greater and richer intelligence about their customer in one place, Microsoft Dynamics 365

Resources:

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