Sync sales, service, success, and marketing data to maintain your source of truth while giving operational teams the data they need in the tools they use - no code, no consumption fees.
No credit card required · Live in days, not months · Built for non-technical teams
What is Dynamics 365 integration? Dynamics 365 integration is the process of connecting Microsoft Dynamics 365 data - leads, accounts, cases, opportunities, and custom entities - with other business systems so records stay accurate everywhere they're used, without manual exports or custom API code. CONVAYR is a no-code integration platform (iPaaS) that lets business users build and run these Dynamics 365 data flows themselves, in either direction.
Dynamics 365 rarely operates in isolation - it sits alongside marketing platforms, billing systems, support tools, and inventory systems. Without a reliable way to move data between them:
CONVAYR removes the manual layer, moving Dynamics 365 data - any entity, any field, including custom fields - into and out of any connected application on the schedule or trigger you define.
Automatically import leads and campaign data from marketing platforms to enable timely sales outreach, instead of a manual weekly import.
Sync service and support case data with CRM to give account teams insight into ongoing customer issues before a renewal or upsell conversation.
Connect recurring billing and subscription information to CRM accounts for accurate revenue tracking and fewer reconciliation errors.
Share key contract terms, renewal dates, and statuses from contract management tools to keep CRM data current and reduce missed renewals.
Bring inventory and product data into CRM to improve quote accuracy and order feasibility at the point of sale.
Integrate task and project updates from work management tools to align teams with delivery progress, visible directly in CRM.
Bring in survey results and satisfaction metrics to inform customer conversations and retention actions before they're needed.
Exchange opportunity and deal data with partner systems to maintain alignment and track shared progress without manual reporting.
Need an app not listed here? See everything CONVAYR connects to →
| CONVAYR | Native Microsoft AppSource connectors | Generalist automation/workflow tools | Custom-built integrations | |
|---|---|---|---|---|
| Setup | No-code, designed for business users | Limited configuration, typically app-specific | No-code, but often built for simple triggers | Requires in-house or contracted developers |
| Direction | Two-way sync supported | Often one-directional | Frequently one-directional per automation | Two-way possible, but hand-built and hand-maintained |
| Complex logic | Multi-step jobs - search, update, create, transform in one flow | Usually basic field mapping only | Struggles with multi-step/conditional logic at scale | Fully custom |
| Pricing model | Flat pricing, not consumption-based | Often bundled but limited in scope | Commonly priced per task/run | High upfront build cost plus maintenance |
| Who can operate it | Any authorised non-technical user | Admin only | Often needs technical setup | Developers/IT only |
| Governance | Row limits, timeframes, user authorisation built in | Minimal, if any | Varies by tool | Depends on what's built |
Q: What is Dynamics 365 integration?
Dynamics 365 integration connects Dynamics 365 data - leads, accounts, cases, opportunities, and custom entities - with other business applications so records stay accurate everywhere they're used.
Q: Can I integrate Dynamics 365 without writing code?
Yes. CONVAYR is a no-code integration platform (iPaaS) that lets non-technical users connect Dynamics 365 to other applications through a visual interface.
Q: Does CONVAYR support two-way sync with Dynamics 365?
Yes. Data can flow from Dynamics 365 into other systems and back, keeping both sides current.
Q: Does CONVAYR work with custom Dynamics 365 entities and fields?
Yes. CONVAYR provides full schema access, including custom entities and fields.
Q: Which applications can I connect to Dynamics 365 using CONVAYR?
Any application supported by CONVAYR's no-code iPaaS, including Salesforce, ServiceNow, Snowflake, Smartsheet, and Zendesk, plus additional applications through custom configuration.
Q: Does CONVAYR charge based on API calls or data volume?
No. CONVAYR does not use consumption-based pricing.
Q: How long does it take to set up a Dynamics 365 integration with CONVAYR?
Most integrations can be configured and live within days.
Q: Who should manage a Dynamics 365 integration once it's live?
Any authorised team member - not only a Dynamics 365 admin or developer - can monitor and adjust it once it's built.