Dynamics365

Hadi
Hadi
  • Updated

Introduction

In this document, we provide a step-by-step guide on how users can integrate Dynamics365 in their Wave account to sync contacts across their Dynamics365 ecosystem.

Integrating Dynamics365 in Your Wave Account

  1. Login to your Wave user account

  2. Go to Settings, then click on Integrations.

  3. Click on the 'Connect' button.

    Connect Dynamics

  4. A pop-up will open, allowing you to turn on contact auto sync between your Wave and Dynamics365 accounts. We recommend leaving this on. Press 'Continue.' Additionally, provide your Dynamics365 Sales Domain in the space provided. A new tab will open asking you to authenticate your Dynamics365 account.

    Toggle Auto Sync

  5. Provide your Microsoft Dynamics365 credentials in the fields provided. Press 'Log In.'

     

    Note: The account you authenticate must be a Dynamics365 administrative account to ensure your integration works properly.

  6. After reviewing the permission prompt, check the consent box then press 'Accept' to grant Dynamics365 access to your Wave account data. You will now be re-directed to your Wave account.

    Allow Access

  7. Verify a successful integration of Dynamics365 by spotting the ‘Disconnect’ button across Dynamics365.

    Disconnect Button
     

    Note: Your Wave contacts will automatically sync as 'Contacts' in your Dynamics365 account.

Congratulations 🎉, you have successfully integrated Dynamics365 in your Wave account.

Contact Owner Assignment:

Wave Connect automatically assigns Lead/Contact owner based on the creator's email. If the email does not match with any Dynamics365 user, the default value specified in your Dynamics365 account applies.