You can link Leadinfo with Microsoft Dynamics 365, so your website visitors are automatically synchronised. In Microsoft Dynamics 365 a note is automatically added to the company. You have insight into the website visits of your contacts. In addition, you have the option in the Leadinfo Portal to link the company profile of a website visitor in Microsoft Dynamics 365 to an existing company, or a new company.

Set up Microsoft Dynamics 365 integration:

  1. Log in to the Leadinfo Portal and go to settings;

  2. Under integrations select "Microsoft Dynamics 365";

  3. Enter your environment url and click on "Connect to Microsoft Dynamics 365";

  4. Log in with your Microsoft Dynamics 365 data and give Leadinfo permission to access your Microsoft Dynamics 365 environment.

From now on you can use the link with Microsoft Dynamics 365. Still not working? Feel free to contact us!

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