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.
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.
“Oneflow’s strongest USP is clearly the opportunity to make rapid changes to the agreement during ongoing negotiations, without having to withdraw the entire agreement and then send a new one. This saves you an incredible amount of time and allows you to close much faster.”
Fredrik Kastenholm
CEO & Co-founder
Bisfront
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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