Microsoft Dynamics 365 integration

Leadspicker syncs outreach into Microsoft Dynamics 365 Sales as Leads or as Contacts and Accounts, and creates opportunities and tasks when prospects reply.

What you get

Leads, or Contacts linked to Accounts, your choice.
Opportunities at the sales stage you pick; there is one set of stages, so a single pipeline.
Tasks for the Dynamics user mapped to the sender.
Field updates on the Lead, the Contact or the Account.
Marketing lists and opportunities as sources for exclusion lists.

What all CRMs share is covered in How CRM integrations work.

Connect Dynamics 365

Open the Dynamics 365 card
Go to Settings → Apps and open Microsoft Dynamics 365, as an owner or admin.
Sign in with Microsoft
Connect the account and sign in with the Microsoft account you use for Dynamics 365.
Pick the organisation
If the account has several Dynamics 365 organisations, select the one to sync with and confirm with Use this organization.
Choose records, map, save
On General pick Leads or Contacts & Accounts, set the scope and triggers, check both mapping tabs, turn Enabled on and Save.

Microsoft Dynamics 365 after sign-in: choosing which of the account's organisations to sync with

Settings specific to Dynamics 365

Topic	How it behaves
Leads (default)	One Lead with the company on it. A Lead cannot parent an opportunity, so opportunities stay unlinked and tasks stay on the Lead.
Contacts & Accounts	A Contact with its Account. An opportunity gets both as its parents.
Regarding	A task has exactly one Regarding record. Filed under an opportunity, it is regarding the opportunity, not the contact.
Phone field	One number per field: the phone action does not run for a record that already has one.

Microsoft Dynamics 365 General tab: choosing between Leads and Contacts & Accounts

Workflows inside Dynamics 365

When	Then	What the rep sees in Dynamics 365
They reply to your email, Positive (Contacts & Accounts)	Create a deal at sales stage Qualify, plus Create a task	An opportunity with the Contact and Account as parents, and a task regarding the opportunity with the reply text.
They reply, Maybe	Create a task, with the deal option off	A task regarding the Contact, or the Lead in Leads mode, in the owner's activities.
They reply, Negative	Update properties on the Contact	Your status field set to the value that takes the record out of active views.

Microsoft Dynamics 365 Actions tab: a positive reply creates a deal in the Sales pipeline at Qualify plus a task under it; a newly added contact's company gets a Relationship Type

Import from Dynamics 365 and exclusions

Import. Import → From CRM on a list brings in your Leads or Contacts, hourly if you want.
Exclusions. Exclude all contacts, all companies, static marketing lists, or the people on opportunities at chosen sales stages.

I have several Dynamics environments. Which one is used?

The one you picked while connecting. If it should be a different one, connect again and pick it then.

Why is the task not on the contact?

It was filed under the opportunity, and a task has one Regarding record. Switch the deal option off in the rule.

Does it work with business process flows?

Rules set the opportunity's sales stage. The stages of a business process flow are not written by Leadspicker.

Still stuck? Email support@leadspicker.com or use the chat in the app.

Last updated 2026-11-12