Connect Dynamics 365
Professional
What becomes a task
Records of the type you choose, such as activities.
Connect it
- Choose Add connection in the sidebar, find Dynamics 365, and choose Connect.
- Next to Connected account, choose Connect and sign in.
- Set the options below and an age limit, then choose Save.
For Dynamics 365:
- After signing in, choose the Dynamics 365 environment to connect to.
More detail in Connect a tool.
Settings
- Data To Load
- The table to load. One per connection.
- Statuses To Load
- The statuses imported as open tasks.
- Done Status
- The status that means done, both ways.
- Due Date Field and Assigned To Field
- The fields used for due date and assignee.
- Fields To Add As Tags
- Optionally show some fields as task tags.
- Assigned To Me
- Only records assigned to you are loaded. This can’t be changed yet.
- Column Mapping
- Once you’ve chosen statuses to load, map each one to a board column so tasks land in the right place.
When you finish a task
The record’s status is set to your Done Status.
Good to know
- To switch environment, use Change account.