Dynamics 🛠

Configure your Dynamics integration in order for your contacts, accounts, opportunities and calls' details to be synchronized with Modjo

Celeste avatar
Written by Celeste
Updated over a week ago

How does it work?

Modjo binds with Dynamics allowing to:

  • Identify and import Dynamics contacts, accounts, and opportunities associated with calls, and present them on the platform.

  • Automatically record calls as "phone calls" or "appointments" in Dynamics, depending on the type of call (phone or VoIP).

  • Log the calls in the timeline of the respective contact, account, or opportunity.

  • In instances where the call has already been logged in the CRM through a phone tool such as Aircall, Modjo will simply add a link to the call in the activity (phone call / appointment).

  • In cases where the call has not been recorded, Modjo will create an activity with relevant details and a link to the call.

  • Facilitate the display of comments made on corresponding calls in Modjo within the Dynamics activities.

🚨 Prerequisite:

Vous devez avoir les droits d'administrateur dans Dynamics ainsi qu'une licence Dynamics 365 Sales.

(For additional information on security and permissions, please see the following article:

⏱️ Duration time: 5' on average

1. Find and set your tenant id

You will need to search for, and navigate to the “microsoft entra id” page in the azure console

And you’ll be able to find your tenant id on this page

2. Find and set your instance URL / organization URL

In order to find this information, you will have to go to the Dynamics CRM main page

The instance url can be extracted from link that your current tab is on:

3. Click on the “Link your account” button in Modjo

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