Microsoft Dynamics 365 is Microsoft's enterprise CRM and ERP platform, used by mid-market and large organizations for sales, customer service, field service, and marketing. It is part of the broader Microsoft cloud, integrating with Azure Active Directory, Power Platform, and Microsoft 365. Connecting Dynamics 365 to WellPlan syncs Accounts, Contacts, Leads, and Opportunities so SMS, WhatsApp, and email workflows in WellPlan can react to Dynamics data and push activity back. Enterprise teams keep Dynamics as the system of record while extending reach with WellPlan's multichannel automations.
Functies
Common use cases
SMS Dynamics leads from outbound campaigns
A B2B enterprise generates leads through Dynamics Marketing. Each qualified lead syncs to WellPlan, which sends an SMS introduction from the assigned BDR and tracks engagement back against the Dynamics record for accurate attribution.
Trigger workflows from opportunity stage changes
An equipment manufacturer maps Dynamics opportunity stages to WellPlan pipeline stages. As opportunities advance, multichannel sequences fire in WellPlan, while sales reps stay in Dynamics for forecasting and quoting.
Sync field service jobs as customer touches
A field service company logs scheduled jobs from Dynamics Field Service as WellPlan contact events. Customers get an SMS reminder the day before, and post-job CSAT surveys go out automatically by SMS or WhatsApp.
How setup works
- 1Confirm you have a Dynamics 365 environment with Sales, Customer Service, or another module deployed and admin access.
- 2Open WellPlan's Integrations settings and connect Dynamics 365 via OAuth using a service account or your admin login.
- 3Map Dynamics entities — Accounts, Contacts, Leads, Opportunities — to WellPlan equivalents.
- 4Test in a sandbox environment, then enable the integration on production after validating field mappings.
Frequently asked questions
Which Dynamics 365 modules are supported?+
The integration typically covers Sales and Customer Service modules, which share the underlying Common Data Service. Modules such as Field Service or Finance & Operations may be supported through additional configuration depending on how data is stored and which APIs are enabled.
Does it work with on-premises Dynamics?+
The integration targets Dynamics 365 cloud (online) environments via the Dataverse API. On-premises Dynamics installations may require a hybrid setup with Data Gateway or a custom connector, and capabilities depend on the specific deployment configuration.
Can the integration sync custom entities?+
Standard entities such as Account, Contact, Lead, and Opportunity work out of the box. Custom entities and tables in Dataverse can typically be mapped through advanced configuration, often with help from your Dynamics admin to align fields and permissions.
How does authentication work?+
Dynamics 365 uses Azure Active Directory for authentication. Most integrations use OAuth 2.0 with a delegated user account or an application user. Enterprise security teams often prefer a dedicated application user to scope permissions and keep the integration auditable.
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