SalesPartner
+ Microsoft Dynamics 365
Every conversation logged. Every appointment synced. Every status updated. Your Dynamics 365 stays current without lifting a finger.
Microsoft Dynamics 365
Enterprise CRM leader
Microsoft's flagship business application platform. Trusted by enterprises worldwide for sales, service, and operations.
Your CRM. Always Current.
SalesPartner handles the conversations. Dynamics 365 keeps the records. Every text, every call, every appointment—automatically logged to the right Contact or Lead. Your team sees the full picture without data entry.
Instant Sync
Activities appear in Dynamics 365 within seconds of happening.
Complete History
Every message, every response—the full conversation thread.
Team Visibility
Sales reps see all interactions before their calls.
Enterprise Ready
OAuth 2.0. Microsoft Entra ID. SOC 2 compliant.
What Gets Synced
Every meaningful interaction flows into Dynamics 365 automatically. No copy-paste. No forgotten updates.
Messages
Message Sent
Outbound SMS/chat logged with full content
Message Received
Inbound messages from leads captured
Message Delivered
Delivery confirmation recorded as note
Message Failed
Failed sends logged with error details
Appointments
Appointment Scheduled
New bookings create calendar events
Appointment Rescheduled
Time changes sync to existing event
Appointment Cancelled
Cancellations logged with reason
Appointment Completed
Completion status updated
Lead Status
Status Changed
Pipeline stage updates automatically
Qualification Complete
VIBE scores sync to custom fields
How It Works
Connect Your Dynamics 365
One-click Microsoft login
Click "Connect Dynamics 365" and sign in with your Microsoft account. No API keys to copy. No credentials to manage. OAuth 2.0 with Microsoft Entra ID handles everything securely.
Map Your Contacts
Link leads to Dynamics records
New leads get matched to existing Dynamics Contacts or Leads by phone or email. No duplicates. Clean data from day one.
Conversations Happen
SalesPartner handles the dialogue
Leads text, chat, or call. SalesPartner responds instantly, qualifies them, and books appointments. All while logging everything.
Dynamics 365 Updates
Activities appear in real-time
Every interaction creates a Task, Annotation, or Appointment on the Contact/Lead record. Full content, timestamps, and outcomes. Zero delay.
Team Takes Over
Reps have full context
Before every call, your team sees the entire conversation history. What the lead asked. What they care about. What was promised.
Why Connect SalesPartner to Dynamics 365
Complete Audit Trail
Every conversation is documented. Compliance teams love it. Sales managers trust it. Nothing falls through the cracks.
Prepared Sales Calls
Reps know what the lead asked, what they care about, and what responses they got—before picking up the phone.
Accurate Reporting
Response times, conversion rates, channel performance—all in your existing Dynamics reports and dashboards.
No Double Entry
Stop copying conversation notes into Dynamics. Stop updating statuses manually. It just happens.
Power Automate Ready
Use Power Automate flows to trigger actions based on SalesPartner activities. Send alerts, update records, notify teams.
Manager Visibility
See team activity across all channels in one place. Who responded fastest. Which conversations converted.
Built For Teams Like Yours
Home Services
Scenario:
Lead texts at 9pm asking about HVAC repair
Result:
SalesPartner qualifies them, books appointment for morning. Full conversation in Dynamics before tech arrives.
Real Estate
Scenario:
Buyer inquires about listing via web chat
Result:
Budget, timeline, must-haves all captured. Agent sees complete profile before showing.
Healthcare
Scenario:
Patient asks about appointment availability
Result:
Scheduling handled automatically. HIPAA-compliant notes logged to patient record.
Technical Specifications
API Version
Dataverse Web API v9.2
Authentication
OAuth 2.0 (Microsoft Entra ID)
Sync Direction
One-way (SalesPartner → Dynamics 365)
Sync Frequency
Real-time (< 5 seconds)
Supported Editions
Sales Enterprise, Sales Premium
Data Encryption
TLS 1.3 in transit, AES-256 at rest
API Endpoints Used
/api/data/v9.2/tasksLog message activities/api/data/v9.2/appointmentsCreate appointments/api/data/v9.2/contacts({id})Update lead status