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Connect your Microsoft Dynamics 365 CRM to AmpUp to sync accounts, opportunities, meetings, emails, tasks, and notes. AmpUp uses this data to provide context-aware coaching and track the impact of improved sales behaviors on your pipeline.

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Prerequisites

Before connecting Microsoft Dynamics 365, ensure you have:
Microsoft Dynamics 365 admin access
AmpUp admin access for your organization

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Setup Instructions

Watch the video below for a step-by-step walkthrough of connecting Microsoft Dynamics 365 to AmpUp:
Microsoft Dynamics 365 Setup Guide

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Connect Microsoft Dynamics 365

1

Navigate to Integrations

In AmpUp, go to the Microsoft Dynamics 365 tile on the AmpUp Tools page and click Connect.
2

Authenticate with Microsoft

You’ll be redirected to Microsoft’s login page. Sign in with your Dynamics 365 admin credentials and grant AmpUp the requested permissions.
3

Configure Objects

Once connected, click Continue to Configure. For each object listed, click Save. These are the objects AmpUp will pull from Dynamics 365.
Configure Microsoft Dynamics 365 Integration

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What Data Syncs

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From Dynamics 365 to AmpUp

ObjectFields Synced
AccountsName, industry, revenue, description, address
OpportunitiesName, stage, amount, close date, associated contacts
MeetingsSubject, date, attendees, duration, location
EmailsSubject, sender, recipients, date, body
TasksSubject, status, priority, due date, owner
NotesTitle, body, associated record

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Troubleshooting

  • Verify you’re signing in with an account that has Dynamics 365 admin permissions
  • Check that your Dynamics 365 instance is active and accessible
  • Ensure third-party app access is not blocked by your Azure AD policies
  • Confirm your Dynamics 365 user has access to the records in question
  • Check that the objects are enabled in the AmpUp configuration
  • Initial sync may take a few hours for large datasets
  • Re-authenticate from Settings → Integrations → Microsoft Dynamics 365
  • Check with your IT team that no Azure AD consent policies are revoking the connection

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Disconnect Microsoft Dynamics 365

To remove the integration:
  1. Go to Settings → Integrations → Microsoft Dynamics 365
  2. Click Disconnect
  3. Confirm disconnection
You can also revoke access from your Azure AD admin portal under Enterprise Applications.