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Dynamics 365 Integration: Sync Field Sales to Your Microsoft Stack

Field teams need mobile simplicity. Operations needs Dynamics data integrity. SPOTIO connects both—syncing every visit, lead, and order to Dynamics 365 Sales or Business Central with zero manual entry.

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Trusted by Top-Performing Field Sales Teams

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Close the Dynamics Adoption Gap

Microsoft offers mobile access to Dynamics 365—but field sales teams need more than a responsive interface. They need purpose-built workflows for door-to-door sales.

  • Low Field Adoption: Dynamics mobile apps mirror desktop forms that weren’t designed for quick field updates.
  • Missing Field Tools: No map-based territory planning, route optimization, or pin-drop lead capture.
  • Data Entry Friction: Logging a single visit requires navigating multiple screens—so reps skip it.
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Give Reps a Field-First Tool They’ll Actually Use

SPOTIO delivers the map-based workflows field teams need while keeping Dynamics data structured and complete. Reps stay productive on mobile; operations gets reliable intelligence.

For sales leaders (Dynamics 365 Sales):
  • Lead & Opportunity Sync: Push qualified leads directly into your Dynamics pipeline​
  • One-Tap Activity Logging: Door knocks, calls, and emails sync as Dynamics Activities with complete interaction history​
  • Territory Alignment: Match CRM territories to field reality with map-based boundary tools
For Operations (Dynamics 365 Business Central)
  • Instant Customer Creation: “Won” deals in SPOTIO trigger Customer records in Business Central automatically​
  • Clean Master Data: Required fields ensure proper address and contact formatting in your ERP
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Two Integration Paths: Zapier or Power Automate

  • Zapier: Connect SPOTIO triggers (New Lead, Stage Changed) to Dynamics actions (Create Opportunity, Update Contact) in minutes—no code required. Pre-built Zaps make setup fast.
  • Power Automate: Use SPOTIO’s REST API and webhook architecture to build custom workflows inside your Power Automate environment. Ideal for complex, multi-step automation that integrates with your broader Microsoft stack.
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The SPOTIO Advantage

A great field sales platform shouldn’t live in isolation. We built SPOTIO to be a team player that enhances your existing tools and workflows.

Integrate with confidence. With support for enterprise-grade Single Sign-On (SSO) and SOC 2 compliance, our platform is designed to meet the strict requirements of your IT department.

SPOTIO enhances your CRM with best-in-class field sales functionality. We make your system of record more powerful by feeding it accurate, real-time field data it could never capture on its own.

Whether you’re a sales manager who needs a quick Zapier workflow or a developer building a custom solution with our API, our platform provides the right level of power and flexibility for every use case.

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What Our Customers Say

I evaluated at least eight platforms. SPOTIO stood out based on its true scalability and because our IT team approved its integrations up front. Other vendors just couldn’t handle our requirements or didn’t provide direct access for us to test.

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Tshacha Romeo
Sales Director, Brightspeed

We hit a wall with SalesRabbit—at 500,000 leads, we’d onboard thousands more and suddenly territories would just disappear. Our business couldn’t wait 3-4 months for a fix, so I evaluated at least eight other platforms – several in-person at their corporate offices. SPOTIO stood out based on its true scalability and because our IT team approved its integrations up front. Other vendors just couldn’t handle our requirements or didn’t provide direct access for us to test.

We ended up exiting our SalesRabbit contract early—SPOTIO met our expectations and let us get back to growing the business.

Tshacha Romeo
Sales Director, Brightspeed

SPOTIO has revolutionized our sales team’s workflow. The ability to strategically plan and execute our daily tasks has significantly improved our efficiency and productivity.

Case Study PDF
Ron Dvir
VP of Business Development, Hadco Metal Trading

Being able to closely manage and monitor our leads is extremely important and valuable to us… SPOTIO has been the best decision the company has ever made.

Tanner Bradshaw
Director of Operations, Chipr

What SPOTIO has done is allowed us to see where those successes were and multiply on them. SPOTIO is awesome. It’s easy to use. And I guarantee you that it is worth the money.

Shane Lynch
President, Storm Guard
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FAQs

Find answers to common questions about the SPOTIO integration with HubSpot.

Both! Because we connect via flexible middleware (like Zapier), you can map SPOTIO data to Dynamics 365 Sales (CRM) objects like Leads/Opportunities, OR to Dynamics 365 Business Central (ERP) objects like Customers/Orders.

Yes. You can configure workflows to push new leads from SPOTIO to Dynamics, and update SPOTIO records when statuses change inside Dynamics.

You will need a Dynamics 365 license that allows for API access (which most standard Sales and Enterprise plans include).

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