Microsoft Dynamics
Keep your CRM updated automatically — without logging in.
Microsoft Dynamics holds the contact and account history a sales team relies on, but it's only accurate if someone updates it after every call. Quin connects to Dynamics with your Microsoft account and keeps contact and account records current from the conversations you're already having.
What you can do with Microsoft Dynamics and Quin
- Get a contact record updated the moment you mention them.
Say “Spoke to Sarah Chen from Acme Corp about Q3 budget,” and Quin finds her record and logs the note. - Ask what you last discussed with someone and get a direct answer.
It's pulled straight from Dynamics instead of found by scrolling through activity history. - Look up any contact by name or company and get current information.
Quin pulls it straight from Dynamics without a manual search. - Get follow-up tasks synced as activities on the right contact record.
A reminder set through Quin shows up where the rest of the team can see it. - Keep account and contact properties current from calls and conversations.
Not just whatever was true when the record was first created. - Attach meeting notes directly to the matching contact or account.
The detail from the call stays with the record it belongs to.
Who this helps most
- Sales teams running on Microsoft 365 and Dynamics together, where account details and calendar activity already live in the same environment.
- Account managers covering a large book of contacts, since updates land on the right record without a manual lookup first.
- Teams that need a fast answer about a contact mid-call, without opening Dynamics to check.
How this shows up day to day
- A budget conversation with a contact changes the terms of a deal.
Mentioning it is enough to get Dynamics updated with the new detail. - A call ends with a follow-up that needs tracking.
It syncs to Dynamics as an activity on the contact's record, assigned to the right person. - Prepping for a meeting with an account you haven't spoken to recently.
Asking what was last discussed pulls the answer straight from Dynamics.
Frequently asked questions
What happens when I connect Microsoft Dynamics?
Quin starts finding and updating matching contact and account records from your conversations, and syncs follow-up tasks as activities.
Why can't Quin find a contact I know exists in Dynamics?
The name and company usually need to match what's in Dynamics exactly. Using the contact's email instead of their name is the most reliable fix.
Do I need special permissions to connect Dynamics?
You need a Microsoft account with read and write access to contact records in your organization's Dynamics environment.
Is my data kept private and secure?
Yes. Quin is SOC 2 Type II certified and encrypts data in transit and at rest, the same standard applied across every integration, not just Dynamics.
Does Quin replace Microsoft Dynamics?
No. Dynamics remains the system of record for your accounts and contacts. Quin keeps it current and answers questions about it, but Dynamics stays where the data lives.
