> ## Documentation Index
> Fetch the complete documentation index at: https://help.oncontinuum.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Microsoft Dynamics 365

> Connect Microsoft Dynamics 365 to sync contacts and push meeting notes and tasks back to your CRM.

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](/managing/Integrations).

## 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

<Steps>
  <Step title="Open Settings > Integrations and click Connect on the Dynamics tile">
    A confirmation dialog appears with the permissions Continuum requests.
  </Step>

  <Step title="Sign in with Microsoft">
    A Microsoft sign‑in popup opens. Sign in with the account that has Dynamics access and approve the permissions.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## 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.

**Sync status** — current state of contact sync, plus the time of the last successful sync.

<Note>
  Changing the Business Unit doesn't move records you've already imported. It only changes the scope of future syncs and pushes.
</Note>

## What gets pushed to Dynamics

From a meeting in Continuum, click **Push to CRM** to send the meeting back to Dynamics. The push includes:

* The meeting summary, organized by your meeting template
* Notes you added before and during the meeting
* Tasks (with due dates and assignees) generated from the meeting
* Meeting metadata — date, time, attendees

Pushes are one‑click and idempotent — pushing the same meeting twice updates the existing record rather than creating duplicates.

## Importing contacts from Dynamics

Contacts don't sync automatically the first time. To bring contacts in:

1. Go to **People** in the left sidebar
2. Click **+ New Contact** > **Import from CRM**
3. Pick the Dynamics contacts you want to bring in

After import, contact updates flow automatically.

## Disconnecting

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

## Troubleshooting

<AccordionGroup>
  <Accordion title="The instance picker didn't appear, but I connected the wrong environment">
    Disconnect from the Manage dialog and reconnect. The instance picker appears whenever your account has access to more than one Dynamics environment.
  </Accordion>

  <Accordion title="'Push to CRM' created a note in the wrong area">
    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 try a fresh push.
  </Accordion>

  <Accordion title="Sign‑in failed with an admin‑consent error">
    Your Microsoft tenant requires admin consent before users can authorize Continuum. Ask your IT administrator to grant tenant consent for Continuum in Azure AD, then try again.
  </Accordion>

  <Accordion title="Contacts I expect aren't showing up">
    Two things to check: (1) you've actually imported them via **People > + New Contact > Import from CRM**, and (2) those contacts live under the Business Unit you selected in Manage.
  </Accordion>
</AccordionGroup>