CONNECTIONS / Microsoft Dynamics / Dynamics 365 to Meta Offline CAPI
Dynamics 365 opportunities and process flows into Meta, built for Meta's offline optimization.
Signals reads your Dynamics 365 opportunities and process flows through scoped OAuth access to Dynamics 365, reading only your Dynamics 365 opportunities and process flows, then credits dealer, branch, and phone sales to the Meta campaigns behind them so Meta sees offline conversions without an export.
- ● dynamics 365 → meta.capi :: live
- > read closed_deals rows=30,893
- hash sha256(email,phone) consent=filtered
- route meta deliver
- ✓ delivered · 25,641 matched
WHAT THIS ENABLES
Dynamics 365 to Meta Offline CAPI
Meta Offline CAPI for Dynamics 365: Signals credits dealer, branch, and phone sales to the Meta campaigns behind them straight from your Dynamics 365 opportunities and process flows, hashed and consent-screened as records change.
- Signals credits dealer, branch, and phone sales to the Meta campaigns behind them, reading your Dynamics 365 opportunities and process flows as records change.
- Campaign learning fed by real-world purchases, with no export step out of your Dynamics 365 opportunities and process flows.
The click, the conversion, and the credit.
The conversion happens off Meta, away from any pixel. Here is how Microsoft Dynamics closes the loop.
Built for the teams that own the number.
Enterprise RevOps teams on Dynamics 365 who need in-store and phone revenue joining Meta's optimization loop out of Dynamics 365 opportunities and process flows.
From kickoff to verified events.
-
Connect
Scoped OAuth access to Dynamics 365, reading only your Dynamics 365 opportunities and process flows, mapped to Meta's Offline Conversions API and tuned for Meta's 62-day event window.
-
Map
Columns from your Dynamics 365 opportunities and process flows align to Meta's Offline Conversions API in the visual mapper, hashed as the sync runs and checked for Meta's 62-day event window.
-
Deliver
As records change, Signals reads your Dynamics 365 opportunities and process flows and credits dealer, branch, and phone sales to the Meta campaigns behind them, sends only the records that changed, with Meta's 62-day event window watched in the debugger.
What changes when the CSV goes away.
| Capability | Manual CSV upload | Datahash |
|---|---|---|
| Reporting | Offline sales sit in a separate export, reconciled by hand. | Revenue counted in the same Offline CAPI reporting as web conversions. |
| Deduplication | A re-uploaded file risks counting the same conversion twice. | Deduped delivery, so a resent record never counts as a second conversion. |
| Match visibility | Match quality is a guess until the numbers look off. | Match rate reported per upload, tied to the source event set that produced it. |
| Effort and latency | An analyst exports and uploads on a manual cadence. | Server-side and automatic the moment Microsoft Dynamics records the event. |
What Offline CAPI actually receives.
- ● signals :: event payload
- > POST /offline_conversions source=dynamics.closed_deals
- event_name "Purchase" · event_time 2026-07-22T15:05:33
- value 20291.00 · currency USD
- em sha256 "1fa603…" · ph sha256 "eb2201…" · external_id "txn-94733"
- ✓ accepted match=83%
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How often does the Dynamics 365 Meta Offline CAPI sync run?
You set the cadence, from near-real-time to a nightly Dynamics 365 sync of your Dynamics 365 opportunities and process flows into Meta. Since Signals sends only the records that changed, in-store and phone revenue joining Meta's optimization loop keeps pace and enterprise RevOps teams on Dynamics 365 watch Meta's 62-day event window. One scoped connection sets it up, cadence adjustable later.
What match rate should a Dynamics 365-sourced Meta Offline CAPI batch expect?
Match rate follows identifier coverage in your Dynamics 365 opportunities and process flows, which enterprise RevOps teams on Dynamics 365 control, not Dynamics 365 itself. A record with a current hashed email or phone matches for Meta; one missing both cannot. First-run feedback from Offline Conversions API pinpoints Meta's 62-day event window, the number enterprise RevOps teams on Dynamics 365 tune against.
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