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Microsoft Dynamics Connector

Microsoft Dynamics Connector (D&B Hoovers)

  • October 10, 2024
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The D&B Hoovers Microsoft Dynamics connector for web-based users enables users to quickly export Companies and Contacts from D&B Hoovers to Dynamics as Account or Lead records. The Microsoft Dynamics connector is easy to configure and does not require the installation of a package into Dynamics.

The Microsoft Dynamics Connector can be enabled and configured within the new Connections page. All users can access the Connections page within the My Account menu located in the upper right corner of their D&B Hoovers account – look for the icon of a person’s head. Once on the Connections page click the connect button on the Dynamics tile to begin using the Connector.

Once a connection has been established between D&B Hoovers and Dynamics, the Send to Dynamics button will appear within Company and Contact lists, searches, profiles, and reports. When a Company is exported via the Dynamics connector it will be created as an Account with the predefined account fields that an admin has specified. Alternatively, when a Contact is exported via the Dynamics connector it will be created as a Lead.

Additional CRM Connectors are available for HubSpot and Salesforce

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