Microsoft Dynamics 365 integration

Import accounts and contacts from Dynamics 365 views, research them and write the answers back into Dataverse.

What you can do

Import from views
Start a Compelling list from a system view or your own view of accounts or contacts, once or kept in sync.
Write answers into attributes
Map Insight columns to standard and custom Dataverse attributes and sync a list once or permanently.
Update instead of duplicate
Existing records are matched by domain or by a matching across several fields, for example when franchise stores share one domain.
Clear rules per field type
Picklist answers are matched to option labels, long text is shortened, and lookup or system ID fields are never overwritten.

1In Compelling, open Integrations and choose Dynamics 365.
2Enter your environment URL, for example https://contoso.crm.dynamics.com.
3Sign in with Microsoft Entra ID and approve access to accounts and contacts.
4Choose the matching, save a default mapping and start a list from a Dynamics 365 view.

How often does Compelling sync with Dynamics 365?

Lists kept in sync check Dynamics 365 for new entries every five minutes. You can also import once.

Which fields can Compelling not write?

Lookup fields and fields that hold a system ID reference other records and are skipped. The mapping shows this before you sync.