GitDealFlowsignals

VC Deal Flow Signal + Microsoft Dynamics

Microsoft Dynamics is the dominant enterprise CRM at Microsoft-anchored Fortune 500 teams and major Corp Dev shops. 2 integration paths available today.

Microsoft Dynamics is one of the tools Corp Dev, PE Operating Partners, and emerging-manager funds rely on for deal flow management. This page describes how VC Deal Flow Signal engineering-acceleration data flows into Microsoft Dynamics, the integration paths we already ship plus the custom paths available on request.

2

Paths today

2

Live workflows

General-purpose CRM

Category

Available integration paths today

Public REST APICustom integration (demo request)

How it works

Microsoft Dynamics integrates via the Dataverse Web API and Power Automate. Typical deployment is a Power Automate flow scheduled hourly or daily, pulling /api/v1 data and writing to a Dataverse custom table joined to Accounts. For full enterprise deployments, a Dynamics 365 custom plugin scoped during onboarding gives sub-minute latency.

Live workflows

Dataverse table sync

GitDealFlow signal data writes to a Dataverse custom table via the Web API, joined to standard Account records for visibility across Dynamics, Power BI, and Power Automate.

Power Automate flows

Power Automate flows pull signal updates and trigger downstream Dynamics workflows, useful for Microsoft-stack Corp Dev teams orchestrating M&A pipelines.

What's not yet available

No first-party Dynamics AppSource listing yet. AppSource certification is a multi-quarter lift; we ship custom Dynamics integrations on demand for paying enterprise customers.

Frequently Asked Questions

What integration paths are available for Microsoft Dynamics?

2 paths today: Public REST API, Custom integration (demo request). The most common workflow for Microsoft Dynamics users is Public REST API, see the workflows section above for concrete examples.

Is there a native Microsoft Dynamics integration?

No first-party Dynamics AppSource listing yet. AppSource certification is a multi-quarter lift; we ship custom Dynamics integrations on demand for paying enterprise customers.

How does the data flow into Microsoft Dynamics?

Microsoft Dynamics integrates via the Dataverse Web API and Power Automate. Typical deployment is a Power Automate flow scheduled hourly or daily, pulling /api/v1 data and writing to a Dataverse custom table joined to Accounts. For full enterprise deployments, a Dynamics 365 custom plugin scoped during onboarding gives sub-minute latency.

Can you build a custom Microsoft Dynamics integration?

Yes. For paid plans, custom integrations into Microsoft Dynamics are scoped during onboarding. Submit a demo request via /firstlook with your Microsoft Dynamics workflow needs and we will design the integration path together. Most custom paths take 2-4 weeks from scoping to production.

What's the cost?

Standard integration paths (CSV, API, MCP, Zapier, RSS, webhook) are included in every paid plan, see /pricing. Custom Microsoft Dynamics-native integrations are scoped per engagement and quoted separately.

Other general-purpose crm tools

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