Microsoft Dynamics - Snitcher Documentation

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

Features

Account and Contact sync
Custom field mapping
Activity tracking
Workflow integration
30-minute sync cycle

Setup

Go to Settings → Integrations → Microsoft Dynamics
Click Connect Dynamics
Sign in with your Microsoft account
Select your Dynamics environment
Configure field mappings

Configuration Options

Entity Mapping

Snitcher Data	Dynamics Entity
Company	Account
Contact	Contact
Activity	Activity

Field Mapping

Snitcher Field	Dynamics Field
Company Name	Account Name
Domain	Website
Industry	Industry
Employee Count	Number of Employees
Revenue	Annual Revenue
Location	Address

Troubleshooting

Connection issues

Ensure your Dynamics user has the necessary security roles to create and update records.

Records not appearing

Check that required fields are mapped. Dynamics may require specific fields for record creation.