Dynamics 365 Integration

Dynamics 365 Integration Setup Guide (Organization Sync Only)
Channeltivity’s integration with Dynamics 365 CRM includes the Organization Sync, which allows the two-way synchronization of Partner and Distributor Organi...
Tue, 8 Jul, 2025 at 12:14 PM
Dynamics 365 Integration: Organization Sync - Overview
This article provides an overview of Channeltivity’s Organization Sync integration with Dynamics 365 CRM. Please also see the Dynamics 365 Integration: Orga...
Tue, 8 Jul, 2025 at 12:17 PM
Dynamics 365 Integration Authorization/Credentials Setup
Channeltivity's integration with Microsoft Dynamics 365 CRM requires a Dynamics Admin to authorize Channeltivity access to Dynamics by navigating to Set...
Mon, 7 Jul, 2025 at 5:55 PM
Dynamics 365 Integration: Organization Sync - Setup Walkthrough
This article gives step-by-step setup instructions for Channeltivity’s Organization Sync integration with Microsoft Dynamics 365 CRM, which keeps your Partn...
Mon, 7 Jul, 2025 at 5:36 PM
Dynamics 365 Integration: Field Mapping Configuration
With the Dynamics 365 Organization Sync activated, creating Partner and Distributor Organizations (or Users/Contacts) in Channeltivity will automatically cr...
Tue, 8 Jul, 2025 at 12:07 PM