CRM integrations
Microsoft Dynamics 365 integration
Overview
The Microsoft Dynamics 365 integration automatically tracks your sales funnel and customer journey by connecting Dynamics 365 CRM events to Spectacle's attribution system. When contacts are created, accounts are updated, or opportunities progress through your pipeline, these activities are captured as attribution events in real-time.
Setup & configuration
Connecting
You can connect your Microsoft Dynamics 365 account to Spectacle on your workspace's settings page. The connection uses OAuth and requires an admin to grant consent to the Spectacle application.
Your Microsoft Entra ID admin will need to:
- Grant consent to the Spectacle app in your Azure tenant
- Create an Application User in Power Platform Admin Center
- Assign the System Customizer security role to the Application User. This role is required because Spectacle registers webhooks (service endpoints and SDK message processing steps) to receive real-time updates from your Dynamics 365 environment. The Spectacle app id is
b49514ac-dff1-4b11-95a4-bdd82d18f5ea
Configuration
After connecting your Microsoft Dynamics 365 account, you can optionally configure the following settings:
User id field (optional): The Dynamics 365 contact field where you store the internal User Id from your own system.
Account id field (optional): Choose a Dynamics 365 account field to identify companies.
Contact tracking
Automatic event generation
When contacts are created in Microsoft Dynamics 365, Spectacle automatically generates this attribution event:
- Microsoft Dynamics: Contact Created - When a new contact is added
Synced contact properties
The following properties are automatically synced for contacts:
- Contact id
- First name
- Last name
- Email address
- Phone number
- Job title
- Associated account
Account tracking
Account events
Track your B2B relationships with automatic event generation for account activities:
- Microsoft Dynamics: Account Created - When new accounts are created
Synced account properties
The following properties are automatically synced for accounts:
- Account id
- Account name
- Website
Opportunity tracking
Opportunity events
Track your sales funnel with automatic event generation for opportunity activities:
- Microsoft Dynamics: Opportunity Created - When new opportunities are created
- Microsoft Dynamics: Opportunity Updated - When existing opportunities are updated
Synced opportunity properties
When opportunities are created or updated, the following properties are synced to the associated contact:
- Opportunity stage
- Opportunity value
- Opportunity currency
Event attribution
All Microsoft Dynamics 365 events are automatically attributed to your marketing touchpoints, allowing you to:
- Measure which campaigns generate the most qualified leads
- Track the complete customer journey from first touch to closed deal
- Calculate real ROI for your marketing spend
- Identify which touchpoints contribute to opportunity progression
- Analyze account-based marketing effectiveness