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

# Dynamics 365

> Sync Wave contacts into Microsoft Dynamics 365 Sales

<Info>
  Available on the **Pro**, **Teams**, and **Enterprise** plans.
</Info>

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.

## How to Connect

<Steps>
  <Step title="Open the integration">
    Go to **Integrations → Microsoft Dynamics 365**.
  </Step>

  <Step title="Enter your instance URL">
    Enter your Dynamics 365 instance URL (for example, `https://org12345678.crm.dynamics.com`).
  </Step>

  <Step title="Enable auto-sync (optional)">
    Turn on **Auto-sync** to import all existing Wave contacts immediately.
  </Step>

  <Step title="Connect Dynamics 365">
    Click **Connect** and sign in with your Microsoft account.
  </Step>
</Steps>

Wave requests authentication and token-refresh permissions, plus `user_impersonation` on your Dynamics instance to create and update Contact records on your behalf.

## What Gets Synced

| Wave field           | Dynamics 365 field                              |
| -------------------- | ----------------------------------------------- |
| First name           | `firstname`                                     |
| Last name            | `lastname`                                      |
| Primary email        | `emailaddress1`                                 |
| Primary phone        | `mobilephone`                                   |
| Company              | `company` (max 49 characters)                   |
| Job title            | `jobtitle`                                      |
| Website              | `websiteurl`                                    |
| Contact note         | `description`                                   |
| Assigned team member | `ownerid` (matched by email)                    |
| Wave contact ID      | `externaluseridentifier` (prefixed `wavecnct_`) |

**Sync direction**: Wave → Dynamics 365 (outbound only)

**When it syncs**: Real-time on contact create, update, or delete

## 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.

## 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.

## 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.