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Oneflow x Dynamics 365

Create, sign, and track contracts in Dynamics 365
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Oneflow x Dynamics 365

Create, sign, and track contracts in Dynamics 365

Create contracts in Dynamics 365 and automatically transfer opportunity, contact, and company data into an easy-to-edit, interactive contract. With digital contracts in Dynamics 365 powered by a bi-directional data sync, reps can move quickly when it matters, without any of the manual hassle.

Key capabilities
  • Automatically sync data from any entity in Dynamics 365 into your contracts and vice versa with our bi-directional sync, cutting admin time and keeping Dynamics 365 as the single source of truth.
  • Use contract data to create dashboards and queries in Dynamics 365 and keep track of your sales performance and progress in ongoing opportunities.
  • Track all engagement, updates, and status changes to your contracts in Dynamics 365 timeline, so you can reach out to your prospect at the right time.
  • Ensure your pipeline is up-to-date without manual hassle by using workflows to sync the stage of your contracts in Dynamics 365 to the right stage of your pipeline.
  • Sync products in Dynamics 365 to Oneflow product tables, allowing you to transfer product information, pricing and discounts from entities in Dynamics to your contract.
  • Make it easy for your prospects to sign with smooth e-signatures and dynamic contracts that work across multiple devices.
  • Securely store all of your contracts in Oneflow’s searchable archive and set up automated reminders as soon as it’s time for renewal.


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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