> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ampup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Dynamics 365

> Connect Microsoft Dynamics 365 CRM to sync your sales data with AmpUp

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.

## Prerequisites

Before connecting Microsoft Dynamics 365, ensure you have:

<Check>Microsoft Dynamics 365 admin access</Check>
<Check>AmpUp admin access for your organization</Check>

## Setup Instructions

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

<Frame caption="Microsoft Dynamics 365 Setup Guide">
  <img src="https://mintcdn.com/ampup/SSynF_oAwg8NeOVh/images/integrations/dynamicsCRM-setup/microsoft-dynamics-setup.gif?s=825f7134806e801a95cd587aa102cbab" alt="Microsoft Dynamics 365 Setup Guide" width="800" height="439" data-path="images/integrations/dynamicsCRM-setup/microsoft-dynamics-setup.gif" />
</Frame>

## Connect Microsoft Dynamics 365

<Steps>
  <Step title="Navigate to Integrations">
    In AmpUp, go to the Microsoft Dynamics 365 tile on the [AmpUp Tools page](https://app.ampup.ai/tools) and click **Connect**.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Configure Objects">
    Once connected, click **Continue to Configure**. For each object listed, click **Save**. These are the objects AmpUp will pull from Dynamics 365.

    <Frame caption="Microsoft Dynamics 365 Configuration">
      <img src="https://mintcdn.com/ampup/SSynF_oAwg8NeOVh/images/integrations/dynamicsCRM-setup/microsoft-dynamics-config.png?fit=max&auto=format&n=SSynF_oAwg8NeOVh&q=85&s=27d2625c6ffbff75377ccc616ac47881" alt="Configure Microsoft Dynamics 365 Integration" width="3456" height="2234" data-path="images/integrations/dynamicsCRM-setup/microsoft-dynamics-config.png" />
    </Frame>
  </Step>
</Steps>

## What Data Syncs

### From Dynamics 365 to AmpUp

| Object            | Fields Synced                                        |
| ----------------- | ---------------------------------------------------- |
| **Accounts**      | Name, industry, revenue, description, address        |
| **Opportunities** | Name, stage, amount, close date, associated contacts |
| **Meetings**      | Subject, date, attendees, duration, location         |
| **Emails**        | Subject, sender, recipients, date, body              |
| **Tasks**         | Subject, status, priority, due date, owner           |
| **Notes**         | Title, body, associated record                       |

## Troubleshooting

<AccordionGroup>
  <Accordion title="Authentication fails">
    * 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
  </Accordion>

  <Accordion title="Missing records after sync">
    * 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
  </Accordion>

  <Accordion title="Connection drops or errors">
    * Re-authenticate from **Settings** → **Integrations** → **Microsoft Dynamics 365**
    * Check with your IT team that no Azure AD consent policies are revoking the connection
  </Accordion>
</AccordionGroup>

## 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**.