Microsoft Dynamics 365 Sales integration

Swopi sends every lead your team captures straight into Dynamics 365 Sales (Customer Engagement, Sales Hub). You choose whether each person becomes a Lead or a Contact, or you let the Swopi AI intent score decide. Your sales team then works the real buyers as Leads, and everyone else lands in Dynamics as a Contact.

The connection is native OAuth: enter your Dynamics address and sign in with Microsoft. No Azure setup. Swopi writes through the Dataverse Web API (v9.2) as the user who connected, with that user's security roles.

#What you need

• a Swopi plan with CRM sync, and the admin role in Swopi,
• a Dynamics 365 user who can create and update Leads and Contacts, for example with the Salesperson security role,
• for the intent score: Swopi AI (Event Intelligence or Event Lead Capture),
• to create Swopi columns: the System Administrator or System Customizer role in Dynamics, once.

#Connect

Dashboard → Integrations → Microsoft Dynamics 365:

1. Enter your Dynamics address (Org URL), the part before /main.aspx in your browser, for example https://yourcompany.crm.dynamics.com.
2. Click Connect Dynamics, sign in with Microsoft and approve access.
3. Click Create test lead to check that a record appears in Dynamics.

#Lead or Contact

Under Primary sync object pick one of three options:

The default threshold is 70. Swopi AI scores intent from 0 to 100 and calls 70 to 100 High, 40 to 69 Medium and 0 to 39 Low. Raise the threshold if your team still gets too many Leads, lower it if real buyers end up as Contacts.

Swopi sends a lead after Swopi AI has finished enriching it, so the score is there when Swopi decides.

#What Swopi fills in

Swopi reads the Rating values and field links from your Dynamics settings. If your admin renamed or removed a value, Swopi leaves that field empty and still creates the record.

On an existing Lead, Swopi does not change Lead source, Rating or Campaign, so your sales team's changes stay. Swopi columns are updated.

#Swopi columns

Swopi can write these values into their own columns, so you can sort, filter and report on them in Dynamics:

All columns use the publisher Swopi (prefix swopi_) and sit in one solution, Swopi Lead Capture. Your admin finds them in one place and can see that Swopi added them.

There are two ways to add them:

1. Button in Swopi. A Dynamics user with the System Administrator or System Customizer role clicks Create Swopi columns under Lead quality in Dynamics. It takes about 3 minutes.
2. Solution file for your IT. After the columns exist in one environment, click Download solution for your IT. Your Dynamics admin imports the managed solution in other environments in Power Apps, under Solutions → Import solution. A managed solution can be removed cleanly later by deleting it.

Until the columns exist, Swopi writes the same data into Description.

To see the columns on the Lead form or in a view, open the form or view in Power Apps, add the Swopi fields and publish.

#Duplicates

Swopi looks for the email first:

• By intent score: an open Lead with the same email is updated, even if the new score is low. Otherwise a high score creates a Lead and a low score updates or creates the Contact.
• Lead or Contact: an existing record with the same email is updated, otherwise a new one is created.

#CRM Insights

When a lead is already in Dynamics, the lead detail in Swopi shows what your CRM knows about the person, so your team sees the history before the follow-up.

#Troubleshooting

Every sync is listed in Sync Logs with the exact reason when something fails.

#Disconnect

In Integrations → Microsoft Dynamics 365 click Disconnect. Syncing stops. Records and Swopi columns in Dynamics stay.

#Field mapping

Choose which Swopi field goes into which Dynamics field in the Field mapping tab. Details: Field mapping.

Questions: support@swopi.co