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Microsoft Dynamics 365

The magic of Oneflow for Dynamics

+ Built by Oneflow + 100% native

Customizable

Contract insights

Data automation

Directly inside of Dynamics, automatically create a proposal from any entity, custom or standard. Oneflow does the boring busy work for you so you can spend more time where it matters most, closing deals. 

Demo of Oneflow integration to Dynamics 365

Contract magic inside of Dynamics

Work with digital contracts directly in Dynamics. You can manage your entire contract process, from propose to close, without ever having to leave. Digital contracts are flexible and fit perfectly within your existing workflow.

We support any entity

With Oneflow for Dynamics, you can create a contract from any entity, standard or custom. You’ll save significant time with your contracts being automated. 

Data transfers from any dynamics field to your contracts

The data from every standard or custom field flows straight to your contracts and templates. Only enter your information once, and then it’s there for good. Don’t get caught up in the particulars.

Create Dynamics Dashboards and Queries

Oneflow stores data in Dynamics so you can create dashboards and queries to keep track of vital contract data. You can check on the status of all of your contracts directly in Dynamics to stay on top of every deal.

Find your flow in Dynamics 365

Eliminate admin

Don’t waste precious time on admin. Account, opportunity, and contact data — both standard and custom fields — are automatically added to your contract.

Get organized

Make sure the right person has access to the right contracts. Create Workspaces for different types of contracts across your organization with permission control.

Crystal clear communication

Full transparency in every step of the contract workflow. All changes made throughout the process are saved in the audit trail.

FAQs

Where do I find the integration on Microsoft AppSource?

Dynamics 365 is available on Microsoft AppSource here.

Which Dynamics 365 products does the integration work with?

The integration works with Dynamics 365 Sales and Dynamics 365 Customer Engagement.

How do I get started with the Dynamics 365 integration?

We’ve gathered lots of useful information on how to get started in our Help Center.

Can I customize the Dynamics 365 integration?

Yes! Product logic can be changed to fit the needs of your business, and you can also extend the Oneflow application with custom logic. Get in touch if you’d like to know more.

Who do I contact if I want to start using Oneflow for Dynamics 365?

Glad you asked! You’re welcome to book a demo and we’ll take it from there.

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