Skip to main content
The Microsoft Dynamics 365 integration is a two‑way connection between Continuum and your Dynamics organization. Once connected, you can import contacts from Dynamics into Continuum, and push meeting summaries, notes, and tasks back to Dynamics with a single click from any meeting page. Dynamics has two pieces of setup that other CRM integrations don’t: picking which Dynamics instance to connect, and selecting the Business Unit Continuum should operate in. For the universal connect/manage/disconnect mechanics, see the Integrations overview.

​
Before you connect

  • You’ll sign in with a Microsoft 365 account that has access to your Dynamics 365 environment and permission to read contacts and create notes and tasks.
  • If your tenant requires admin consent for third‑party apps, your IT administrator may need to grant Continuum tenant‑level consent first.

​
Connecting Microsoft Dynamics 365

1

Open Settings > Integrations and click Connect on the Dynamics tile

A confirmation dialog appears with the permissions Continuum requests.
2

Sign in with Microsoft

A Microsoft sign‑in popup opens. Sign in with the account that has Dynamics access and approve the permissions.
3

Pick a Dynamics instance

If your account has access to more than one Dynamics environment, the Instance picker dialog appears next. Choose the environment you want Continuum to connect to (production, sandbox, etc.). If you only have access to one, this step is skipped automatically.
4

Choose your Business Unit

The Manage dialog opens with a Business Unit selector. Pick the unit Continuum should operate within. This controls which contacts and records are visible. Click Save to finish.

​
Dynamics‑specific settings

Open Manage on the Dynamics tile to change configuration after connecting:
  • Business Unit: the Dynamics business unit Continuum operates in. Switching this changes which contacts and records Continuum can see. The list is searchable if your environment has many units.
  • Connection details: shows the Dynamics instance URL and the account you authorized with.
Automatic contact sync: whether Continuum imports your Dynamics contacts and periodically pulls updates. This starts off. Sync status: current state of contact sync, plus the time of the last successful sync.
Changing the Business Unit doesn’t move records you’ve already imported. It only changes the scope of future syncs.

​
What gets pushed to Dynamics

From a meeting in Continuum, click Sync to send the meeting back to Dynamics. It sends:
  • The meeting summary, organized by your meeting template
  • Tasks (with due dates and assignees) generated from the meeting
  • The meeting title, date, and time
Syncing the same meeting again updates the existing record instead of creating a duplicate.

​
Importing contacts from Dynamics

Turn on Automatic contact sync, in the dialog that opens as soon as you connect or later from Manage, and Continuum imports your Dynamics contacts and keeps them updated. Contacts start arriving within about 90 minutes, often right away. To import once without ongoing sync:
  1. Go to People in the left sidebar
  2. Click Add contact > Import from CRM
  3. Choose Dynamics if more than one CRM is connected, then click Import
Continuum imports the contacts in the Business Unit you selected. A contact needs an email address to come across. After the first import, the menu item reads Refresh from CRM.

​
Disconnecting

Open Manage and click Disconnect. Contacts you’ve already imported stay in Continuum and stop updating. You can reconnect at any time; you’ll re‑pick the instance and Business Unit during reconnect.

​
Troubleshooting

Disconnect from the Manage dialog and reconnect. The instance picker appears whenever your account has access to more than one Dynamics environment.
Check your Business Unit in the Manage dialog. Dynamics scopes records by business unit, so changing the unit changes where notes land. Switch to the right one and sync again.
Three things to check. Open Manage and confirm Automatic contact sync is on, or import once with People > Add contact > Import from CRM. Confirm the contacts live under the Business Unit you selected in Manage. Confirm each missing contact has an email address in Dynamics, because contacts without one are skipped.