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Zyntra OTABring your data from your old system
Zyntra OS + Dynamics 365 Sales
Your clients, contacts, leads and deals brought from Dynamics 365 Sales.
What is Dynamics 365 Sales?
Dynamics 365 Sales is Microsoft's customer relationship software for sales teams.
What you gain when you connect it
- Your customers, in. Companies become customers, contacts their contacts, and open leads become leads.
- See it first. A preview shows what will come; nothing is written until you import.
- Deals in your own stages. Each old stage is mapped to a stage of your pipeline by a person; an unmapped stage stops the import.
- Undo. An import can be undone: what it made is taken back, except anything used since.
- Read only. Your old system is only read; nothing is changed there.
Who it suits
A company moving to Zyntra OS that wants to bring what it has, once, without retyping it.
How to switch it on
- Open Setup › Import from your old systemEnter the client ID and secret of your Dynamics 365 Sales app, then press Connect and sign in to Dynamics 365 Sales.
- Map and lookMap what Zyntra asks you to map, then look at the preview — it writes nothing.
- ImportPress Import once; what arrived is reported line by line.
Every connection is free
We take no setup fee for anything our customers need that improves their work: enter your own account and key, and it works. You pay your subscription to the service provider only, not to us; the connection with Zyntra is free.
See them working
Ask for a demo and our team shows you the connections your company needs.