Configure the Microsoft Dynamics Integration

This article explains how to connect your Cognism account to Microsoft Dynamics 365 so users can export Leads, Contacts, and Accounts directly from the Cognism Sales Intelligence Platform.

Before you begin

Before configuring the integration:

• You must be a Cognism Administrator.
• You must have an active Microsoft Dynamics 365 account.
• You must know your Microsoft Dynamics CRM URL.
• You must be able to sign in using your Microsoft credentials.
• You must have permission to create and update Leads, Contacts, and Accounts.

For more information, see Microsoft Dynamics Requirements & Permissions.

Connect Microsoft Dynamics

1. In the Cognism Web Application, click your profile avatar.
2. Select Settings.
3. Open Integrations.
4. Locate Microsoft Dynamics.
5. Click Add.
6. Click Log In.
7. Enter your Microsoft Dynamics CRM URL.
8. Sign in with your Microsoft account when prompted.
9. Complete the authentication process.

After successful authentication, you will be redirected back to the Cognism Web Application, where a confirmation message will indicate that the integration has been connected successfully.

Configure the integration

Once connected, administrators can configure:

• Update rules
• Export settings
• Contact field mappings
• Account field mappings
• Whether records are exported as Leads, Contacts, or both

These settings determine how Cognism creates, updates, and synchronises records with Microsoft Dynamics.

For detailed configuration instructions, see Configure Microsoft Dynamics Field Mappings.

Remove the integration

If you need to disconnect Microsoft Dynamics:

1. Go to Settings > Integrations.
2. Locate Microsoft Dynamics.
3. Click Remove.

To disconnect only your user account while leaving the organisation's integration in place, click Log Out instead.

User sign in

After a Cognism Administrator has enabled and configured the integration, individual users must authenticate their own Microsoft Dynamics account before exporting records.

To sign in:

1. Click your profile avatar.
2. Select Settings.
3. Open Integrations.
4. Locate Microsoft Dynamics.
5. Click Log In.
6. Sign in using your Microsoft credentials.

After signing in, you can begin exporting records from the Cognism Web Application.

What's next?

After connecting the integration, we recommend:

1. Configure Microsoft Dynamics Field Mappings.
2. Review your update rules and export settings.
3. Test the integration by exporting a small number of records before making it available to all users.