Dynamics 365 Sales

Synchronise companies and contacts between Dynamics 365 Sales and Orbit. Update in one place and see it reflected in both, so core data stays current—across teams and projects.

Share key fields such as stage, probability and expected close date from Dynamics 365 Sales to Orbit. Create a shared pipeline view in Orbit so sales leaders and project owners can prioritise the right efforts.

Set clear rules for master data and unique keys. Flexible field mapping helps prevent duplicate records and ensures items like legal name, address, and contact details remain consistent.

Bring status and notes about the relationship into Orbit so everyone sees the same context—from first contact to won deal. Maintain traceability on changes and ownership.

Decide which fields flow in which direction (1–1 mapping) and who “owns” the source of truth. The flexible configuration supports both simple and more advanced data models.

When data is aligned across systems, reports in e.g. Power BI are easy to produce. Track pipeline, hit rate and activity - without manual Excel work.