Microsoft Dynamics integration

The Proposify integration with Microsoft Dynamics is focused on syncing data from Dynamics and linking it to Proposify documents.

This integration will allow accounts to: 

• Pull in any field from your CRM - opportunities, custom objects, pricing, you name it
• Use all field types - dates, picklists, custom fields, etc
• Coming Soon: Display lists of data in tables for things like pricing

Setup

Setting up Microsoft Dynamics requires Admin access to both Dynamics CRM and Azure. You'll need to create an Azure app in order to make the connection to Proposify.

Detailed steps can be found in this article: Microsoft Dynamics Authentication

Once authenticated, you can configure the integration.

In the “Entity Types” step, search and select all the record types that you want to import into Proposify.

A standard example could be:

• Account
• Contact
• Opportunity
• Opportunity Products

Next, select the fields for each entity type. You can click on the object name at the top of the page to switch beteween them. Don't worry if you miss a field, you can always come back and update these settings.

You'll notice for each object, there is a setting for “Top-Level”. Top level objects are the main ones you'll be linking to Proposify documents. If I set “Opportunity” as top level, I'll be able to link opportunities to my proposals. When linking a top level object, all the other objects that are linked to the top level will be available as well. 

Example:

Opportunity is set as the only top-level object. Since the opportunity is associated with an account and contact, accounts and contact fields are nested under the opportunity fields.

Rather than needing to link each contact, account, product individually, you can select one object as top level to import everything linked to it.

Note: You can have multiple objects as Top-Level. In cases where you want to pull it records that are unrelated, you can set multiple top level objects to allow you to link them seperately.

For feedback and requests, reach out to product@proposify.com or book a call with our team here: https://proposify.chilipiper.com/book/customer-outreach