Introduction
Connect Microsoft Dynamics 365 Sales to Sana to manage your sales data. Find contacts, look up accounts, schedule appointments, and create custom entities directly from Sana. In summary, the connector has the following key characteristics:
Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find contacts |
List accounts |
Search accounts |
List appointments |
Create appointments |
Update appointments |
Create entities |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Dynamics 365 Sales. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create appointment |
Create custom entity |
Find contact |
Get account |
List accounts |
List appointment categories |
List appointments |
Search accounts |
Update appointment |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
Read the signed-in user's primary email address from Azure AD. | |
offline_access | Allow the app to refresh access tokens so it can access Dynamics 365 Sales when you're offline. |
openid | Sign you in using OpenID Connect and identify your Azure AD account. |
profile | Read basic profile information (name, tenant, ID, etc.) for the signed-in user. |
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Dynamics 365 Sales in the list of available integrations
Scroll to the Available integrations section and locate Dynamics 365 Sales.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Dynamics 365 Sales and approve the requested scopes
You'll be redirected to Dynamics 365 Sales to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Dynamics 365 Sales account. Click Continue to complete the setup and start using the connector.