CRM integration
Microsoft Dynamics 365 integration
Send companies from your lists and funnel to Microsoft Dynamics 365, and keep their accounts up to date from official registers.
| Qorp field | Microsoft Dynamics 365 field |
|---|---|
| Company name | Name |
| Enterprise number | Custom field |
| Registered office address | Address |
| NACE code | Industry |
| Recent events | Notes / activities |
What is synced
Qorp and Microsoft Dynamics 365, with no double entry
Record creation
A list or a funnel stage creates any missing accounts in Microsoft Dynamics 365.
Enrichment
Address, activity, legal form and account figures complete your existing records.
Updates
A change in the registers updates the matching record.
Reliable matching
The enterprise number prevents duplicates between Qorp and Microsoft Dynamics 365.
Sending history
Emails and SMS sent from Qorp appear in Microsoft Dynamics 365.
Fields of your choice
You decide which fields Qorp fills in and which stay yours.
Setup
Connect Microsoft Dynamics 365 in three steps
- 01
Connect your account
Authorise Qorp to access Microsoft Dynamics 365 from your settings.
- 02
Choose the fields
Confirm the suggested mapping or adapt it.
- 03
Send a list
Companies appear in Microsoft Dynamics 365 with up-to-date data.
Frequently asked questions
The Microsoft Dynamics 365 integration in practice
Connect Qorp to Microsoft Dynamics 365
Create an account, connect Microsoft Dynamics 365 and send your first list.