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
Connection issues
Ensure your Dynamics user has the necessary security roles to create and update records.
Records not appearing
Records not appearing
Check that required fields are mapped. Dynamics may require specific fields for record creation.