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Connect Snitcher to Microsoft Dynamics 365 to automatically create Accounts and Contacts when visitors are identified on your website.

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Features

  • Account and Contact sync
  • Custom field mapping
  • Two-way field mapping - import any Dynamics field into a Snitcher custom field
  • Activity tracking
  • Workflow integration
  • 30-minute sync cycle

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Setup

  1. Go to Settings → Integrations → Microsoft Dynamics
  2. Click Connect Dynamics
  3. Sign in with your Microsoft account
  4. Select your Dynamics environment
  5. Configure field mappings

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Configuration Options

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Entity Mapping

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Field Mapping

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Import fields from Dynamics

Field mapping is two-way. Alongside pushing Snitcher data into Dynamics, you can pull any Dynamics field into a Snitcher custom field on the company. Snitcher detects the field’s type automatically (text, number, date, checkbox, or list) and keeps the value up to date on each sync. To set it up, open Settings → Integrations → Microsoft Dynamics, choose the Dynamics fields to import, and either create a new custom field from each or link it to an existing one.

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Troubleshooting

Ensure your Dynamics user has the necessary security roles to create and update records.
Check that required fields are mapped. Dynamics may require specific fields for record creation.