Zoho CRM and Microsoft Dynamics 365 Sales Integration

🔄 Sync Zoho CRM with Dynamics 365 Sales

Marketing-to-Sales alignment. Automated revenue engine.

Bridge marketing automation and sales execution for seamless customer journeys.
Using Power Automate IT Partner's Zoho CRM + Dynamics 365 Sales Integration delivers real-time data sync between leading platforms.

🧩 What This Integration Does

We connect Zoho CRM and Dynamics 365 Sales to enable:

• 🔄 Bi-directional data sync (Contacts, Accounts, Deals)
• ⚡ Automated workflow orchestration using Power Automate
• 📊 Unified funnel reporting in Power BI
• 🔐 Secure access with Azure Entra ID
• 🚀 AI-powered insights with Dynamics 365 Copilot

💡 Why It Matters

Without integration:

• ❌ Marketing and sales teams have disconnected data
• ❌ Manual lead handoffs cause delays
• ❌ No revenue attribution to campaigns

With integration:

• ✅ Automate lead handoff in real-time
• ✅ Create single source of truth
• ✅ Measure marketing ROI accurately

🚀 Key Benefits

• Accelerate Revenue: Close deals faster with seamless lead handoff
• Enhance Data Accuracy: Eliminate manual entry errors
• Improve Visibility: Gain 360-degree customer views
• Boost Productivity: Automate repetitive tasks with Power Automate

⚙️ How It Works

1. Data Mapping & Sync

   • Map Zoho CRM objects to Dynamics 365 entities
   • Implement bi-directional sync with conflict resolution

2. Workflow Automation & Orchestration

   • Power Automate cloud flows handle complex business logic and conditional sync
   • Scheduled sync operations for non-real-time data updates
   • Custom approval workflows for deal stages and pricing exceptions
   • Multi-system notifications via Teams/email for sync events

3. Lead Lifecycle Automation

   • Trigger workflows for MQL status changes
   • Automatically create Leads/Opportunities

4. Security & Access

   • Enforce SSO using Entra ID
   • Apply Conditional Access policies

Technical Requirements:

• Zoho CRM Professional or Enterprise tier
• Dynamics 365 Sales Enterprise license
• Power Automate Premium licenses for cloud flows
• Dataverse storage capacity

🎯 Who's This For?

• B2B Organizations needing marketing-sales alignment
• RevOps Leaders requiring revenue attribution
• IT Leaders building unified tech stacks

🏆 Why Choose IT Partner LLC

• Microsoft & Zoho CRM Certified architects
• Pre-built mapping templates for faster deployment
• Business-outcome focused implementations

💬 Align Your Marketing and Sales Teams Today

Break down data silos and automate customer journeys.

• ➡️ +1-855-700-0365
• ➡️ sales@o365hq.com
• ➡️ Request a Call
• ➡️ Message via Teams