Microsoft Dynamics 365
The magic of Oneflow for Dynamics
+ Built by Oneflow + 100% native
Directly inside of Dynamics, automatically create a proposal from any entity, custom or standard. Oneflow does the boring busy work for you so you can spend more time where it matters most, closing deals.
Find your flow in Dynamics 365
Don’t waste precious time on admin. Account, opportunity, and contact data — both standard and custom fields — are automatically added to your contract.
Make sure the right person has access to the right contracts. Create Workspaces for different types of contracts across your organization with permission control.
Crystal clear communication
Full transparency in every step of the contract workflow. All changes made throughout the process are saved in the audit trail.
Where do I find the integration on Microsoft AppSource?
Dynamics 365 is available on Microsoft AppSource here.
Which Dynamics 365 products does the integration work with?
The integration works with Dynamics 365 Sales and Dynamics 365 Customer Engagement.
How do I get started with the Dynamics 365 integration?
We’ve gathered lots of useful information on how to get started in our Help Center.
Can I customize the Dynamics 365 integration?
Yes! Product logic can be changed to fit the needs of your business, and you can also extend the Oneflow application with custom logic. Get in touch if you’d like to know more.
Who do I contact if I want to start using Oneflow for Dynamics 365?
Glad you asked! You’re welcome to book a demo and we’ll take it from there.
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