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Connect Dynamics 365 to Freesbe

How-toFor adminsReviewed Guides: Dynamics 365, Workspace settings

Connect Dynamics 365 Sales and your sales team sees new opportunities, stage changes, wins, losses and new contacts in a channel as they happen, gets a preview under every Dynamics 365 link, finds opportunities and contacts with /dynamics and adds conversations to a contact’s notes. You need to be a Freesbe owner or admin. For alerts, you also need to be a System Administrator or System Customizer in the Dynamics 365 environment.

#sales with a Dynamics 365 alert for a new opportunity, and a Dynamics 365 link with a preview of the contact

1. Connect your environment

Section titled “1. Connect your environment”
  1. Open Workspace settings → Integrations & apps → Integrations → CRM and find Dynamics 365, under GoHighLevel.
  2. Type Your Dynamics 365 address, the one in your browser’s address bar when Dynamics 365 is open, such as contoso.crm.dynamics.com.
  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

Your company’s Microsoft admin may need to approve Freesbe for everyone before you can accept. If Microsoft says Need admin approval, ask them to sign in and accept it for the organization.

2. Add alerts

Section titled “2. Add alerts”
  1. Under Dynamics 365 alerts, click Add alert.
  2. Pick Post to channel, for example #sales.
  3. Tick the Alerts to post: New opportunities, Opportunities moving stage, Opportunities won, Opportunities lost, New contacts.
  4. Set a Smallest opportunity to post if you only want the big ones. New contacts always post.
  5. Click Add alert to save it, then choose ⋯ → Send a test alert to see a sample card.

Alerts arrive within seconds of the change in Dynamics 365. Add more alerts for different channels: opportunities over $50,000 to #leadership, new contacts to #sales.

Section titled “3. Decide on link previews”

Show a preview under Dynamics 365 links is on to start with. Everyone in the conversation sees a preview, guests included, so turn it off in Integrations → CRM if your CRM details shouldn’t be shared that way.

4. Tell your team what they can do

Section titled “4. Tell your team what they can do”
  • Type /dynamics Contoso to find opportunities and contacts. Only you see the answer.
  • Hover over a message, click ⋯ → Log to Dynamics 365, type the contact’s email address and click Add note. The note goes on the contact’s timeline with a link back to the message.

Log to Dynamics 365: the contact’s email address and the note

If something’s wrong

Section titled “If something’s wrong”

See Dynamics 365 alerts aren’t posting.

  • Dynamics 365 says Alerts are off. The person who connected isn’t a System Administrator or System Customizer. Ask one to click Reconnect and sign in.
  • Dynamics 365 shows Needs reconnecting. Microsoft stopped accepting the sign-in, often because the person who connected left. Click Reconnect.
  • Freesbe says it can’t find the address. Check the spelling, including the region number, such as crm4 in contoso.crm4.dynamics.com.
  • No preview under a link. Previews only show for opportunities and contacts in the connected environment, up to three per message, and only while previews are on.

Disconnect

Section titled “Disconnect”

Click Disconnect in Integrations → CRM. Freesbe takes its webhook out of the environment. Your alerts are kept for when you connect again.

See Dynamics 365 for more.