Prerequisite: Third-party connectors are available only on the Sana Enterprise tier, with one exception: the Workday connector is included for both Sana Core and Sana Enterprise.
Introduction
Connect Microsoft Dynamics 365 Sales to Sana to manage your sales data. Find contacts, look up accounts, schedule appointments, and create custom entities directly from Sana.
In summary, the connector has the following key characteristics:
Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
Find contacts |
List accounts |
Search accounts |
List appointments |
Create appointments |
Update appointments |
Create entities |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Dynamics 365 Sales. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create appointment |
Create custom entity |
Find contact |
Get account |
List accounts |
List appointment categories |
List appointment category options |
List appointments |
List solution id options |
Search accounts |
Update appointment |
Note: This article lists the connector's full set of tools. Your workspace owner can disable individual tools for your workspace, so some of those listed here may not be available to your agents. If a tool you expected is missing, reach out to your workspace owner.
Triggers
While tools are the actions an agent takes on your behalf, triggers are the events that can start an agent automatically. When you build an agent, you can choose one of the triggers below as its starting point. For example, having the agent run every time something new happens in Dynamics 365 Sales.
Trigger |
Account Ownership Changed |
Account Status Changed |
Contact Added to Account |
New Account Activity |
New Account Created |
New Opportunity Activity |
New Opportunity Created |
Opportunity Close Date Updated |
Opportunity Close Probability Updated |
Opportunity Contact Changed |
Opportunity Estimated Value Updated |
Opportunity Marked Won or Lost |
Opportunity Ownership Changed |
Opportunity Reopened |
Opportunity Stage Updated |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions:
Scope | Purpose |
Read the signed-in user's primary email address from Azure AD. | |
offline_access | Allow the app to refresh access tokens so it can access Dynamics 365 Sales when you're offline. |
openid | Sign you in using OpenID Connect and identify your Azure AD account. |
profile | Read basic profile information (name, tenant, ID, etc.) for the signed-in user. |
Set up instructions
Prerequisites:
You are a Sana Enterprise user – all third-party connectors except the Workday connector are available only for users on the Sana Enterprise tier.
Your Sana workspace owner has enabled this connector – if the workspace owner has disabled the connector it won't appear in the list of available connectors.
Step 1: Go to the connectors page in Sana
In Sana, click on your profile icon and name in the bottom left corner and select Connectors.
Step 2: Find Dynamics 365 Sales in the list of available connectors
Scroll to the Available connectors section and locate Dynamics 365 Sales.
Note: If you can't find a connector in this list, it means one of the following:
You've already connected it — check the ”Active connectors” section at the top of the connectors page, or
Your workspace owner has disabled this connector for your workspace — reach out to them for more information or to request that it be enabled.
Step 3: Hover the connector card and click the connect button
Hover the Dynamics 365 Sales card and click the Connect button.
Tip: If you click the card itself instead of the Connect button, you'll open a connector detail page with more information about its capabilities.
Step 4: Initialize the Pipedream connection
When clicking Connect in the previous step, a pop-up will appear powered by Pipedream. Click the Continue button in the pop-up to initialize the set up.
Note: Sana uses Pipedream to connect your account. Pipedream is a Workday product, trusted by millions of people to keep their data secure.
Step 5: Sign in to Dynamics 365 Sales and approve the requested scopes
You'll be redirected to Dynamics 365 Sales to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 6: Complete the set up
You've successfully connected your Dynamics 365 Sales account. Click Continue to complete the setup and start using the connector.