Microsoft Dynamics 365 integration: new clients for your Microsoft world.

For businesses that use Dynamics 365 as their CRM and otherwise work with Microsoft too. The Microsoft Dynamics 365 integration adds active prospecting to this: Armiflow finds companies, scores their websites and prepares emails. You then hand companies and contacts over to Dynamics 365.

To connect Microsoft Dynamics 365, you need access to your Dynamics environment with suitable permissions and, in Armiflow, the “CRM connections” module, which is included in every plan. You add the credentials in Armiflow, where they are stored encrypted. You then hand over companies and contacts and check the result.

Yes. Armiflow adds appointments to Microsoft 365 calendars and creates Teams links for meetings, as well as Zoom and Meet links. This can be used independently of the Microsoft Dynamics 365 integration. Together, they create a workflow in which prospecting happens in Armiflow and customer care in your Microsoft environment.

In most businesses, yes, because Dynamics 365 is managed centrally. Your IT team decides which access is used and which permissions it has. We recommend access with exactly the permissions needed to hand over companies and contacts. Armiflow stores the credentials you add in encrypted form.

What is documented is that Armiflow hands companies and contacts over to Dynamics 365 and syncs data. The app shows exactly which details are transferred when you set up the Microsoft Dynamics 365 integration. For your own workflows, there are webhooks, Zapier, Make and n8n, and in Basic and Pro also the REST API.

When you connect Microsoft Dynamics 365 to Armiflow, you get tools for the step before first contact: company search from several data sources, website analysis with a score per area and AI drafts for personal emails. Armiflow does this work, and Dynamics 365 then takes over customer care.

Yes. With roles and custom roles, you determine who sees what. Sales staff only see their own leads, while management keeps the overview. On top of that come 2FA and a separate database schema for each customer. These permissions apply in Armiflow; in Dynamics 365 you manage permissions yourself as usual.

Yes. Armiflow’s interface is available in German, English, Turkish and French, and every user chooses their own language. The AI writes email drafts in the language of the respective company. This suits businesses that use their Dynamics environment across several countries.

No. The Microsoft Dynamics 365 integration is a feature of Armiflow, a product of Kodlogy Technologies GmbH in Vienna. Microsoft and Dynamics 365 are trademarks of their respective owners. Armiflow connects to your existing Dynamics environment, and your Microsoft licences continue independently of it.

Start with a few companies. Hand a small selection over from Armiflow and check with your IT team how the records arrive in Dynamics 365. Only then pass on larger volumes. You can try Basic and Pro free for 14 days, and the “CRM connections” module is included in both plans.