+Dynamics 365 integration for Kroolo.
Link accounts, contacts and opportunities to Kroolo work. Your data stays in sync, and your team gains AI, automation and reporting on top.
Free on all plansGuided setupAutomatic updates
Synced just now8 data types imported
What you get
Dynamics 365 plus Kroolo, better together.
AI-Powered Insights
Summaries and next steps on your Dynamics 365 accounts, surfaced inside Kroolo.
Custom Workflows
Trigger tasks and approvals when an opportunity changes stage.
Pipeline Reporting
Combine pipeline data with delivery data in one report.
Account Context
See account history next to the projects delivered for each customer.
Seamless Collaboration
Share updates and attachments across Dynamics 365 and Kroolo.
What gets imported
AccountsContactsLeadsOpportunitiesActivitiesNotesCustom fieldsAttachments
See it in action
Manage the connection in one panel.
See what has been imported, when it last synced, and sync, edit or disconnect with a click. Data shown is sample data.
Set up
Connected in six steps.
1Open IntegrationsIn Kroolo, go to Settings, then the Integrations tab.
2Select Dynamics 365Pick Dynamics 365 from the list of available integrations.
3Authorize Dynamics 365Sign in to Dynamics 365 and approve the permissions Kroolo asks for.
4Choose what to importChoose the data you want to connect.
5Choose what to sharePick the projects and events to connect.
6Finish and syncComplete setup and get real-time updates from Dynamics 365.
Questions about Dynamics 365
The best of AI and work management. Connected.
Start for free. Upgrade anytime.
Explore
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