The Microsoft Dynamics 365 Sales integration sends every new Swopi contact straight into your Dynamics environment. A web-card lead or a manually added contact is created automatically as a Lead (or Contact) in Dynamics 365 Sales.
One-way push via the Dataverse Web API (v9.2). The connection is native OAuth — enter your Dynamics address and sign in with Microsoft. No Azure setup. Deduplicated by email: an existing record is updated instead of creating a duplicate.
#Prerequisites
- a Swopi Teams plan and admin role,
- an account with rights to write leads/contacts in Dynamics 365.
#How to connect
Dashboard → Integrations → Microsoft Dynamics 365:
-
Enter your Dynamics address (Org URL) — the part before
/main.aspxyou see in your browser's address bar in Dynamics. It has this form (example):https://companyname.crm4.dynamics.com -
Click Connect Dynamics → sign in with Microsoft and approve access.
-
Done — you're returned to the configuration and leads start being created.
#Sync settings
| Option | Description |
|---|---|
| Automatic sync | Leads are written to Dynamics right after capture. Turn off for manual sending. |
| Primary sync object | Write leads as a Lead or a Contact. |
Use Create test lead to verify the connection.
#Field mapping
| Swopi field | Dynamics (Lead) |
|---|---|
| Name | firstname / lastname |
emailaddress1 |
|
| Phone | telephone1 |
| Company | companyname |
| Job title | jobtitle |
| Note | description |
For the Contact target the mapping behaves the same (without companyname).
#How it works
- Leads added manually in the dashboard and from a web card sync automatically; push older contacts once via Sync to CRM → Microsoft Dynamics 365.
- Looks up by email → exists → updates; otherwise creates a new record.
- Everything is logged in Sync Logs (success/error).
#Troubleshooting
| Symptom | Fix |
|---|---|
| "Access wasn't granted" | Sign in with an account that can write leads in Dynamics and approve access. |
| Lead wasn't created | Check that automatic sync is on and the Org URL is correct. |
| "Connection waiting to activate" | The one-time Swopi setup hasn't finished yet (activates shortly after deploy). |
#Disconnecting
In Integrations → Microsoft Dynamics 365 click Disconnect — access is removed and syncing stops; the tile returns to "Set up". Data in Dynamics remains.
Integration contact: support@swopi.co
#Field mapping
Choose which Swopi field goes into which field here in the Field mapping tab (Dashboard → Integrations → this integration). How it works + the defaults: Field mapping.