How to Connect Microsoft Dynamics 365 as Data Destination

The integration will allow you to automatically create new leads, opportunities, accounts or contacts in Microsoft Dynamics 365 as new entities or update current ones based on data from other systems. For example, you can transfer leads from your website, landing page, or Google Sheets to Microsoft Dynamics 365 and process them in one place. This will allow you to automate workflows as efficiently as possible with the various services you use and save a lot of time.

Let's go through the entire Microsoft Dynamics 365 setup steps together!

Navigation:
1. What will integration with Microsoft Dynamics 365 do?
2. How to connect your Microsoft Dynamics 365 to ApiX-Drive?
3. How can I set up the transfer of data to Microsoft Dynamics 365 in the selected action?
4. An example of the data that will be sent to your Microsoft Dynamics 365.
5. Auto-update and update interval.

Once you've set up a Data Source system, such as Google Sheets, you can set up Microsoft Dynamics 365 as a Data Destination.

To do this, click "Start Configuring Data Destination".

Select the system as Data Destination. In this case, you must specify Microsoft Dynamics 365.

Next, you need to specify the action "Create OPPORTUNITY".

- Create OPPORTUNITY - a new OPPORTUNITY will be created in your Microsoft Dynamics 365 account.
- Create ACCOUNT - a new ACCOUNT will be created in your Microsoft Dynamics 365 account.
- Update ACCOUNT - an existing ACCOUNT will be updated in your Microsoft Dynamics 365 account.
- Create CONTACT - a new CONTACT will be created in your Microsoft Dynamics 365 account.
- Update CONTACT - an existing CONTACT will be updated in your Microsoft Dynamics 365 account.
- Create LEAD - a new LEAD will be created in your Microsoft Dynamics 365 account.
- Update LEAD - an existing LEAD will be updated in your Microsoft Dynamics 365 account.
- Update OPPORTUNITY - an existing DEAL will be updated in your Microsoft Dynamics 365 account.

The next step is to select the Microsoft Dynamics 365 account in which will be created the opportunity.

If there are no accounts connected to the ApiX-Drive system, click "Connect account".  

Enter your account domain and click Continue.

Next, enter your Microsoft Dynamics 365 work or school account login and password and grant ApiX-Drive all permissions to work with this account.

Note that you won't be able to sign in with a personal Microsoft account. Instead, use your work or school account, which will be registered with your organization.

When the connected account is displayed in the "active accounts" list, select it.

Attention! If your account is in the "inactive accounts" list, check your access to this account!

Now you need to assign variables from the Data Source block to the fields you need in Microsoft Dynamics 365.
In order to add a variable, click on the field to which you need to transfer data and select the desired variable from the dropdown list. Please note that you can use not only Data Source variables, but also manually entered data.

Click "Edit and Continue" when you're done with assigning fields.

Now you can see the test data of your opportunity.

To check if the setup is correct - click "Send test data to Microsoft Dynamics 365" and go to your Microsoft Dynamics 365 to check the result.

If everything suits you, click "Next".

This completes the Data Destination system setup!

Now you can start choosing the update interval and enabling auto-update.

To do this, click "Enable update".  

On the main screen, click on the gear icon to select the required update interval or set up scheduled launch. To start the connection by time, select scheduled start and specify the desired time for the connection update to be triggered, or add several options at once when you need the connection to be triggered.

Attention! In order for the scheduled run to work at the specified time, the interval between the current time and the specified time must be more than 5 minutes. For example, you select the time 12:10 and the current time is 12:08 - in this case, the automatic update of the connection will occur at 12:10 the next day. If you select the time 12:20 and the current time is 12:13 - the auto-update of the connection will work today and then every day at 12:20.

To make the current connection transmit data only after another connection, check the box "Update connection only after start other connection" and specify the connection after which the current connection will be started.  

To enable auto-update, switch the slider to the position as shown in the picture.

To perform a one-time data transfer, click on the arrow icon.  

This completes setup Microsoft Dynamics 365 as a Data Destination! See how easy it is!?

Now don't worry, ApiX-Drive will do everything on its own!