Microsoft Dynamics 365 stays your system. We connect fieldbrain to it.
The Microsoft Dynamics 365 connection is built and can be connected and tested right away. Before fieldbrain writes to it, we set it up together against your instance: your stages, your required fields, your rules.
In short
- Does fieldbrain work with Microsoft Dynamics 365?
- Yes. You can connect and test right away; we enable writing after the joint setup.
- Do we need to change Microsoft Dynamics 365?
- No. The connection uses standard objects: account, opportunity, task.
- Does fieldbrain write unchecked?
- No. Until the setup against your instance is complete, fieldbrain writes nothing to Microsoft Dynamics 365.
- Why a joint setup?
- Every Microsoft Dynamics 365 instance is configured differently. We check stages, required fields and existing records with you before data flows.
What the connection writes to Microsoft Dynamics 365
What fieldbrain reads
The values of your sales stages through Dynamics metadata, and existing accounts by name.
What stays unchanged
Until it is enabled: everything. fieldbrain deletes nothing in Microsoft Dynamics 365, and what you maintain there stays your decision.
For your IT
What we define during setup
Which stages and required fields apply, how existing records are recognised and how differing values are handled. Only then does fieldbrain enable writing for Microsoft Dynamics 365.
Access and permissions
Access to your Dynamics instance (address on dynamics.com) with user-delegated permission. The connection belongs to the account that creates it; CRM sync is part of Professional and above.
Stages
fieldbrain reads the sales stage option set from your metadata and only sets a value that exists there. If none fits, the stage stays empty.
Rate limits and errors
On a rate limit, fieldbrain waits the stated time and retries up to three times. Creating requests are not repeated after a server error, so no duplicates appear. Every run is logged, without content.
Disconnecting
You can disconnect at any time. fieldbrain then writes nothing more; what is already in Microsoft Dynamics 365 stays.
Questions about Microsoft Dynamics 365
Why doesn't fieldbrain write right after connecting?
Because fieldbrain never writes unchecked to a CRM it does not know yet. The connection is set up and checked against your Microsoft Dynamics 365 instance, then we enable it.
What do we need for the setup?
Access with the rights listed below and a person who knows your configuration. We take care of the rest in the Discovery Session and onboarding.
Are contacts created?
No. The Dynamics 365 connection writes account, opportunity and task. You keep maintaining contacts in Dynamics.
Does data stay after disconnecting?
Yes. fieldbrain never deletes anything in Microsoft Dynamics 365.
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