Microsoft Dynamics

Connect your existing CRM to agent work

Connect Microsoft Dynamics as your workspace’s CRM provider. Review the connection and synchronization status alongside your Lineer records and agent work.

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Connection

See the connection in your workspace

Authorize Microsoft Dynamics from workspace provider settings. Inspect its connection and sync status before relying on the imported data.

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Microsoft Dynamics connection

Microsoft Dynamics

Workspace CRM provider

Connected

Review synchronization status from workspace settings.

Illustrative connection · Example data

Connect the provider

Select Microsoft Dynamics in workspace provider settings and authorize access through OAuth.

Review synchronization

Inspect sync status and the records available in your workspace. Confirm the fields you need for the workflow.

Configure agent work

Choose an audience from your workspace data, then set instructions, available tools and approval requirements.

A workspace connects to one CRM provider at a time. Review the available data and synchronization behavior for your configuration with the Lineer team.

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See Microsoft Dynamics with your workflow

Bring your connection requirements and the records or conversations your team works with.

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