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INTEGRATIONS

Seamlessly sync contact data across Dynamics 365 and Prokeep

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Save time with contact syncing

Set up routine scans for new or updated contacts within Dynamics 365 and automatically enter them into Prokeep; saving you time and centralizing information.

 

What information is synced?

Once connected, your Dynamics 365 and Prokeep systems will run a data sync continuously, so when:

  • a contact is created or updated in Prokeep, it is automatically created/updated in Dynamics 365
  • a contact is created or updated in Dynamics 365, it is automatically created/updated in Prokeep
  • an “company” is created or updated in Dynamics 365, it is automatically created or updated in Prokeep

 

Set up the Dynamics 365 Integration

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