Fluint now connects to Microsoft Dynamics 365, giving Dynamics users the same deal intelligence, document sync, and Olli capabilities that Salesforce and HubSpot customers have had. If your team runs on Dynamics, everything just clicked into place.
What's New
Full CRM sync.
Fluint pulls your Dynamics accounts, contacts, opportunities, users, and pipeline stages. Opportunities become deals in Fluint automatically, owned by the right rep based on email matching.Olli knows your Dynamics pipeline.
Ask Olli about open deals, account history, contacts, or pipeline value and it queries your synced Dynamics data directly in chat. Ask things like "What's the pipeline value of my deals closing this quarter?" or "Show me all open opportunities for Acme Corp."Documents push back to Dynamics.
When you publish a document revision on a Dynamics-connected deal, it automatically lands on the opportunity timeline in Dynamics as a Note with the rendered document attached. Subsequent revisions update the same Note rather than creating duplicates.Stage-based deal filtering.
Only want certain pipeline stages to become deals in Fluint? Set stage filters in your integration settings and Fluint will only pull in the opportunities that match. Filters apply on the next sync.Getting Started
- Go to Settings > Integrationsand clickMicrosoft Dynamics 365
- Enter your Dynamics org subdomain (e.g. yourorg.crm.dynamics.com) and clickContinue
- Sign in with your Microsoft account and approve the permissions Fluint requests
- Wait for the first sync to complete (a few minutes to a couple of hours depending on your instance size)
- Ask Olli "What's in my Dynamics pipeline?" to confirm everything is connected
- Set stage filters in Settings > Integrations > Microsoft Dynamics 365 > Filtersif you want to limit which opportunities become deals