CONNECTIONS / Microsoft Dynamics
Microsoft Dynamics + Datahash: turn Dataverse leads into ad signals.
Dynamics 365 Sales qualifies leads into Accounts, Contacts, and Opportunities inside Dataverse, but ad platforms still bid on the raw form fill. Signals reads that qualification path back into Meta, Google, LinkedIn, and TikTok as conversion events.
- ● dynamics365 :: signals live
- > read leads state=qualified rows=5,290
- > read opportunities stage=won
- hash sha256(email,phone) scope=leads.read
- route meta · google · linkedin · tiktok
- ✓ 4 destinations synced · match 80%
The signal Microsoft Dynamics yields, and receives.
Every kind of signal that moves between Microsoft Dynamics and the platforms, through one hashed, deduplicated route.
- Offline conversions
- A Lead moving from Open to Qualified in Dataverse posts as a conversion event, so campaigns optimize on a real qualification instead of every record that lands in the queue.
- Lead conversions
- Opportunities closed as won carry their Account and revenue value out of Dynamics 365, landing on ad platforms as offline conversions instead of a generic sale flag.
- Custom audiences
- Account and Contact identifiers are hashed the moment they are read from Dataverse, so an audience sync never exposes a raw email or phone number.
- Lead generation inbound
- A custom field added to the Lead or Opportunity table in Dataverse appears in the visual mapper without new code, so a CRM customization never breaks the feed.
Pick your platform. Every use case for it, in one place.
Every way Microsoft Dynamics data moves, grouped by platform and ranked by how many use cases Microsoft Dynamics supports.
Google 5 
Meta 4 
Snap 4 
TikTok 4 
LinkedIn 3 
OpenAI 1 - Offline conversions Google Offline Conversions API Closed-won revenue and purchase records, matched back to campaigns as offline conversions.
- Offline conversions Google Store Sales Closed-won revenue and purchase records, matched back to campaigns as offline conversions.
- Lead conversions Google Enhanced Conversions for Leads Lead and deal stage changes delivered as conversion events for lead-quality optimization.
- Custom audiences Google Customer Match Contact segments refreshed as hashed, scheduled audiences.
- Lead generation Google Forms Campaign lead submissions created as records in real time, deduped before creation.
- Offline conversions Meta Offline Conversions API Closed-won revenue and purchase records, matched back to campaigns as offline conversions.
- Lead conversions Meta Conversions API for CRM Lead and deal stage changes delivered as conversion events for lead-quality optimization.
- Custom audiences Meta Custom Audience Contact segments refreshed as hashed, scheduled audiences.
- Lead generation Meta Lead Ads Campaign lead submissions created as records in real time, deduped before creation.
- Offline conversions Snapchat Offline Conversions API Closed-won revenue and purchase records, matched back to campaigns as offline conversions.
- Lead conversions Snapchat Leads Conversions API Lead and deal stage changes delivered as conversion events for lead-quality optimization.
- Custom audiences Snapchat Custom Audience Contact segments refreshed as hashed, scheduled audiences.
- Lead generation Snapchat Lead Generation Ads Campaign lead submissions created as records in real time, deduped before creation.
- Offline conversions TikTok Offline Events API Closed-won revenue and purchase records, matched back to campaigns as offline conversions.
- Lead conversions TikTok CRM Events API Lead and deal stage changes delivered as conversion events for lead-quality optimization.
- Custom audiences TikTok Custom Audience Contact segments refreshed as hashed, scheduled audiences.
- Lead generation TikTok Lead Generation Campaign lead submissions created as records in real time, deduped before creation.
- Offline conversions LinkedIn Offline Conversions API Closed-won revenue and purchase records, matched back to campaigns as offline conversions.
- Lead conversions LinkedIn Leads Conversions API Lead and deal stage changes delivered as conversion events for lead-quality optimization.
- Lead generation LinkedIn Lead Generation Forms Campaign lead submissions created as records in real time, deduped before creation.
From authorization to delivered signal.
-
Authorize
Scoped Dataverse app registration, reversible from Dynamics 365 at any time.
-
Map stages
Map lead qualification states and opportunity stages in the visual mapper.
-
Hash and consent
Hashing and consent flags are applied the moment a record is read.
-
Deliver
Go live with per-destination delivery status and match rate reporting.
Microsoft Dynamics questions, answered.
Do you support custom Dataverse fields?
Yes, the visual mapper reads custom fields added to the Lead, Opportunity, Account, or Contact tables in Dataverse alongside the standard schema. You choose which fields become event parameters or match keys, and a customization added later shows up in the mapper without a new integration build.
How fast do stage changes deliver?
Delivery is near real time where the destination accepts event triggers, and runs on a short schedule where it does not. A Lead qualification or Opportunity close in Dynamics 365 is read, hashed, and routed on that cadence, with per-destination match feedback in the debugger so a gap is visible right away.
Can we run two CRMs during a migration?
Yes, Datahash can read Dynamics 365 and a second CRM at the same time and deduplicate on external ID. Both sources map to the same destination events during the migration window, so no conversion counts twice and no audience is built from overlapping lists, and you remove the old connection once the cutover finishes.
NEXT STEP
See your Microsoft Dynamics data working in every ad platform.
Ready to enable a use case, or still mapping what Microsoft Dynamics data could do? Our team helps you find the right place to start.
