# Dynamics 365

Source: https://freesbe.net/docs/dynamics-365/

> Connect a Microsoft Dynamics 365 Sales environment to Freesbe to post opportunity and contact alerts into channels as they happen, preview Dynamics 365 links, look records up with /dynamics and add messages to a contact as notes.

The Dynamics 365 app brings your Dynamics 365 Sales environment into the conversation. Once an
admin connects it:

- **Alerts** post new opportunities, opportunities moving stage, opportunities won and lost, and
  new contacts into the channels you pick, within seconds.
- **Link previews** show an opportunity's or contact's details under any Dynamics 365 link someone
  posts.
- **/dynamics** finds an opportunity or contact without leaving the conversation.
- **Log to Dynamics 365** adds any message to a contact as a note, with a link back to it.

![#sales with a Dynamics 365 alert for a new opportunity, and a Dynamics 365 link with a preview of the contact](https://freesbe.net/docs/img/dynamics-365-alerts.webp)

Dynamics 365 posts as its own member, **Dynamics 365**, so its cards are easy to tell apart from
people.

## Connect Dynamics 365

Only Freesbe owners and admins can connect it. For alerts, the person who connects also needs to
be a **System Administrator** or **System Customizer** in the Dynamics 365 environment: Freesbe
adds a webhook there that tells it about changes.

1. Open **Workspace settings → Integrations & apps → Integrations → CRM** and find
   **Dynamics 365**, under GoHighLevel.
2. Type **Your Dynamics 365 address**: the address you open Dynamics 365 at, such as
   `contoso.crm.dynamics.com`. Just the first part, `contoso`, works for environments in North
   America.

   ![Workspace settings, Integrations, CRM: the Dynamics 365 address, northwind.crm.dynamics.com, and Connect Dynamics 365](https://freesbe.net/docs/img/admin-dynamics-365-connect.webp)

3. Click **Connect Dynamics 365**, sign in with your Microsoft work account and accept.
4. You're back in Freesbe with **Connected** next to Dynamics 365, and the organization's name.

![Workspace settings, Integrations, CRM: Dynamics 365 connected to Northwind Traders, link previews on, and two alerts](https://freesbe.net/docs/img/admin-dynamics-365.webp)

A workspace connects one environment. Freesbe reads opportunities and contacts as the person who
connected, so it sees what they see in Dynamics 365. It adds notes when someone chooses **Log to
Dynamics 365**, and the webhook for alerts. It doesn't change or delete anything else.

If the person who connected isn't a System Administrator or System Customizer, Dynamics 365 shows
**Alerts are off**: previews, `/dynamics` and **Log to Dynamics 365** work, and alerts start once
someone who is one clicks **Reconnect**.

## Alerts

Under **Dynamics 365 alerts**, click **Add alert**, then pick:

- **Post to channel.** Any channel, public or private. Alerts in a private channel are only
  visible to admins who are in it.
- **Alerts to post:**
  - **New opportunities**, as soon as one is added.
  - **Opportunities moving stage**, when the opportunity's sales process moves to another stage,
    for example from _Develop_ to _Propose_.
  - **Opportunities won** and **Opportunities lost**, when an opportunity is closed as won or
    lost.
  - **New contacts**, as they're added.
- **Smallest opportunity to post.** Opportunities worth less, by their estimated revenue, are left
  out. New contacts always post.

Add more alerts to send different things to different channels: big opportunities to
#leadership, new contacts to #sales. Each card shows the opportunity's estimated revenue and
stage, account, contact and owner, and an **Open opportunity in Dynamics 365** button.

From an alert's **⋯** menu:

- **Send a test alert** posts a sample card, marked **Sample alert**, so you can see where alerts
  land.
- **Edit** changes the channel, the kinds of alerts or the smallest opportunity.
- **Turn off** pauses it, and **Delete** removes it.

**Last alert** under each one says when it last posted. Alerts start with what happens after you
add them: Freesbe doesn't post older opportunities.

## Link previews

When someone posts a link to an opportunity or contact in your connected environment, such as
`contoso.crm.dynamics.com/main.aspx?…&etn=opportunity&id=…`, Freesbe adds a preview under the
message. Up to three links in a message get a preview.

Everyone in the conversation sees the preview, including guests, so turn **Show a preview under
Dynamics 365 links** off in **Integrations → CRM** if your CRM details shouldn't be shared that
way. Links to other environments are left alone.

## Find a record with /dynamics

Type `/dynamics` and a name, an email address or an opportunity's name in any conversation, for
example `/dynamics Contoso`. The answer is only visible to you: matching opportunities and
contacts, each a link that opens it in Dynamics 365.

![The answer to /dynamics Northwind, only visible to Maya: an opportunity and its contact](https://freesbe.net/docs/img/dynamics-365-command.webp)

## Add a message to a contact

Hover over any message, click **⋯** and choose **Log to Dynamics 365**.

1. Type the contact's email address or name. When the message is from a guest, their email
   address is already filled in.
2. Change the **Note** if you like. It starts as the message's text.
3. Click **Add note**. When more than one contact matches, pick the right one and click **Add
   note** again.

![Log to Dynamics 365: the contact's email address and the note](https://freesbe.net/docs/img/dynamics-365-log-dialog.webp)

The message goes on the contact's timeline in Dynamics 365 as a note, with who wrote it, the
channel and a link back to the message in Freesbe. You get a confirmation only you can see, with
an **Open contact** button.

## Disconnect

In **Integrations → CRM**, click **Disconnect** next to Dynamics 365. Freesbe takes its webhook
out of the environment, alerts and previews stop, and `/dynamics` and **Log to Dynamics 365** go
away. Your alerts are kept, so connecting again picks up where you left off.

If Microsoft stops accepting Freesbe's access, for example because the person who connected left
the company, Dynamics 365 shows **Needs reconnecting**: click **Reconnect** and sign in as someone
else.

## Privacy and security

- Freesbe signs in with Microsoft and keeps the access encrypted. Each connection's webhook has an
  address and secret of its own, Freesbe checks the secret on every alert, and each one is posted
  once.
- Freesbe doesn't copy your CRM: alerts and previews are made from the record when they're posted.
- Disconnecting deletes Freesbe's access straight away.

Setting it up for a sales team? See
[Connect Dynamics 365 to Freesbe](https://freesbe.net/knowledge/connect-dynamics-365/). If alerts don't show up, see
[Dynamics 365 alerts aren't posting](https://freesbe.net/knowledge/dynamics-365-alerts-not-posting/).

For other CRMs, see [HubSpot](https://freesbe.net/docs/hubspot/), [Salesforce](https://freesbe.net/docs/salesforce/),
[Pipedrive](https://freesbe.net/docs/pipedrive/), [Zoho CRM](https://freesbe.net/docs/zoho-crm/) and [GoHighLevel](https://freesbe.net/docs/gohighlevel/),
use an [incoming webhook](https://freesbe.net/docs/api-and-webhooks/) or build an [app](https://freesbe.net/docs/apps/).

---

More from the Freesbe help center: https://freesbe.net/llms.txt lists every page. AI assistants can search it over MCP at https://freesbe.net/assistant/mcp, with no sign-in.