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Setting up Microsoft Dynamics 365 Sales as a Source

Connecting Microsoft 365 Sales makes it easy to surface customer data, sales records, and opportunity information directly in Guru. Learn how to connect your Microsoft 365 Sales account and turn existing sales data into trusted, searchable resources.

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources.

Microsoft 365 Sales Access: You have Administrator or Manager permissions in your company's Microsoft Dynamics instance or someone has shared their access with you.

Setting up Microsoft Dynamics 365 Sales as a Source

  1. In Guru, go to Manage.
  2. Select Sources, then click Add Source.
  3. Choose Microsoft 365 Sales from the list of integrations.
  4. Select Authorize Access.
  5. Enter your Microsoft Dynamics 365 Sales subdomain. For example, if the URL that you see while logged into your account is "acme.crm.dynamics.com", enter acme.crm.
  6. Authorize using your Microsoft Dynamics 365 Sales credentials.
  7. Add a display name for the Source (optional) and click Connect Source.
  8. Assign which Guru Groups should have access to this content.

Objects synced from Microsoft 365 Sales

Primary objects are the objects used to generate the search record.

Common Model / What You'll See During Setup

Objects/Data Brought In

Key Fields

Account

Primary Objects: Dynamics 365 accounts

• Name • Description • Owner (UUID) • Website • Number of employees • Phone numbers (Array) • Addresses (Array) • Remote created at • Remote updated at • Remote ID • Remote data

Opportunity

Primary Objects:
Dynamics 365 opportunities

• Name • Description • Amount (Integer) • Close date • Status (Enum: OPEN, WON, LOST) • Stage (UUID) • Account (UUID) • Owner (UUID) • Remote created at • Remote ID • Remote data

Stage

Opportunity pipeline stages

• Name • Remote ID • Remote data

Note

Notes on records

• Content • Account (UUID) • Contact (UUID) • Opportunity (UUID) • Owner (UUID) • Remote created at • Remote ID • Remote data

Task

Dynamics 365 tasks

• Subject • Content • Status (Enum: OPEN, CLOSED) • Due date • Completed date • Account (UUID) • Opportunity (UUID) • Owner (UUID) • Remote ID • Remote data

User

Dynamics 365 users/owners

• Name • Email • Is active (Boolean) • Remote ID • Remote data

Permissions

  • When you connect Microsoft 365 Sales as a source in Guru, you'll permission that content in Guru. Learn more here.
  • If someone is not provided with access in Guru to this source, they will not see Microsoft 365 Sales results in searches or when chatting with Guru.

Updated about 1 month ago