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Microsoft Dynamics 365

The magic of Oneflow for Dynamics 365

+ Built by Oneflow + 100% native

Automated contract creation

Customisable control

Two-way sync

Create, sign, and negotiate contracts straight from Dynamics 365. Oneflow’s two-way sync pulls your CRM data into contracts and sends finalised data back, cutting admin time and keeping Dynamics 365 as the single source of truth.

Demo of Oneflow integration to Dynamics 365
Hela avtalslivscykeln direkt från Dynamics Hela avtalslivscykeln direkt från Dynamics

The whole contract lifecycle straight from Dynamics 365

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

Frictionless Two-way sync

Keep Dynamics 365 as your single source of truth. Your CRM data will be auto-populated into your contract, and if any data field is changed in your contract between sending and signing, it will be updated in the respective Dynamics 365 fields as well.

Track all contract status updates in real-time

Track all engagement, changes, and status changes to your contract directly in your Dynamics 365 timeline, so you can reach out to your counterparty when it matters most.

Create Dynamics 365 Dashboards and Queries

Oneflow stores data in Dynamics 365 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 365 to stay on top of every deal.

Find your flow in Dynamics 365

Eliminate admin

With two-way sync, you eliminate the manual work of filling in contract details, and keeping Dynamics 365 up to date.

Get organized

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

Stay informed

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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