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Available on the Pro, Teams, and Enterprise plans.
The Microsoft Dynamics 365 integration syncs Wave contacts into your Dynamics 365 Sales environment (Dataverse) as Contacts. A custom external identifier field is used for deduplication, ensuring contacts are updated, not duplicated, each time they change in Wave.

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How to Connect

1

Open the integration

Go to Integrations → Microsoft Dynamics 365.
2

Enter your instance URL

Enter your Dynamics 365 instance URL (for example, https://org12345678.crm.dynamics.com).
3

Enable auto-sync (optional)

Turn on Auto-sync to import all existing Wave contacts immediately.
4

Connect Dynamics 365

Click Connect and sign in with your Microsoft account.
Wave requests authentication and token-refresh permissions, plus user_impersonation on your Dynamics instance to create and update Contact records on your behalf.

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What Gets Synced

Wave fieldDynamics 365 field
First namefirstname
Last namelastname
Primary emailemailaddress1
Primary phonemobilephone
Companycompany (max 49 characters)
Job titlejobtitle
Websitewebsiteurl
Contact notedescription
Assigned team memberownerid (matched by email)
Wave contact IDexternaluseridentifier (prefixed wavecnct_)
Sync direction: Wave → Dynamics 365 (outbound only) When it syncs: Real-time on contact create, update, or delete

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Features

  • Auto-sync on connect: import all existing Wave contacts on first connection, processed in batches.
  • Deduplication: contacts are identified by the externaluseridentifier field, preventing duplicates even when the same contact is updated multiple times.
  • Owner assignment: contacts are assigned to the Dynamics 365 system user whose email matches the Wave team member.

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Limitations & Requirements

  • You must provide your Dynamics 365 instance URL during setup.
  • Owner matching is by email. If no matching system user is found, the contact is saved without an owner.
  • Company name is capped at 49 characters by Dynamics.
  • A valid Dynamics 365 Sales license and access to Dataverse is required.

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Disconnecting

Go to Integrations → Dynamics 365 and click Disconnect. This removes the integration and revokes Wave’s access. Records already synced to Dynamics are not deleted.