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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

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.