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Required Scopes

To configure a Sync for Dynamics 365 Sales, you need to request the following scopes from your Microsoft OAuth application:
  • offline_access
  • user_impersonation
Learn more about configuring scopes for your app in Adding Integrations.

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Synced Objects

Dynamics 365 supports the following Synced Objects:

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Contacts

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Sync Configuration Options

Example
{
    "integration": "microsoftDynamics",
    "pipeline": "contacts",
    "configuration": {
        "view": {
            "type": "savedquery",
            "id": "00000000-0000-0000-0000-000000000000"
        }
    }
}
​
view
object
A Dynamics 365 view configuration to limit the Sync scope to. If not specified, the Sync will ingest all available contacts from the user’s Dynamics 365 account.

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Companies

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Sync Configuration Options

Example
{
    "integration": "microsoftDynamics",
    "pipeline": "companies",
    "configuration": {
        "view": {
            "type": "savedquery",
            "id": "00000000-0000-0000-0000-000000000000"
        }
    }
}
​
view
object
A Dynamics 365 view configuration to limit the Sync scope to. If not specified, the Sync will ingest all available companies from the user’s Dynamics 365 account.

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Deals

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Sync Configuration Options

Example
{
    "integration": "microsoftDynamics",
    "pipeline": "deals",
    "configuration": {
        "view": {
            "type": "savedquery",
            "id": "00000000-0000-0000-0000-000000000000"
        }
    }
}
​
view
object
A Dynamics 365 view configuration to limit the Sync scope to. If not specified, the Sync will ingest all available deals from the user’s Dynamics 365 account.

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Custom Objects

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Sync Configuration Options

Example
{
    "integration": "microsoftDynamics",
    "pipeline": "custom_objects",
    "configuration": {
        "customObjectName": "new_customentity",
        "view": {
            "type": "userquery",
            "id": "11111111-2222-3333-4444-555555555555"
        }
    }
}
​
customObjectName
string
required
The API name of the Dynamics 365 custom entity to sync, e.g., new_customentity.
​
view
object
A Dynamics 365 view configuration to limit the Sync scope to. If not specified, the Sync will ingest all available records for the custom object from the user’s Dynamics 365 account.