Prokeep Microsoft Dynamics365 Integration

The Prokeep Dynamics365 integration empowers customers to seamlessly synchronize contact and company information between Dynamics365 and Prokeep, ensuring consistent and accurate data across platforms.

Integration Description:

• Integration Tool: Leveraging Power Automate, a user-friendly, no-code/low-code solution developed by Microsoft.
• Directionality: Bidirectional sync between Dynamics365 and Prokeep.
• Functionality: Syncs contact and company/account information between the systems.
• Customizability: Customers can customize the integration to facilitate either a two-way sync or a one-way sync, allowing them to choose whether to synchronize only contacts or to include both contacts and associated accounts/companies.

Integration Setup:

1. Bulk Upload of Contacts: Please share an export of your contacts from Dynamics365 with your Prokeep Technical Account Manager. This export should include the "contactid" and "accountid" data to facilitate the processing and uploading of this information into Prokeep.
2. Power Automate Configuration:
   • The Prokeep Dynamics365 integration is set up by the customer using Power Automate’s Prokeep Custom Connector Integration. (Custom connector JSON file LINK HERE)
   • Technical understanding or familiarity with Power Automate is required for the setup process.
   • Customers have the flexibility to create and update contacts and companies from the Dynamics side using Power Automate.
3. Webhooks Listener: Set up a webhook listener in Power Automate to capture webhook events sent from Prokeep, enabling seamless data synchronization between the platforms.
   • Prokeep's API documentation, including webhook information, can be found here.
4. Optional Company Editing: Customers desiring a one-way sync from Dynamics into prokeep can ask to have company editing via the UI in their Prokeep account disabled. 

Benefits:

• Consistency: Ensures consistent and accurate contact and company information across Dynamics365 and Prokeep.
• Efficiency: Automates the syncing process, saving time and reducing manual errors.
• Customization: Tailor the integration to match your workflow preferences, including sync directionality and data scope.

Conclusion:

The Prokeep Dynamics365 integration offers a robust solution for maintaining synchronized customer data effortlessly. Whether you're looking to streamline contact management or enhance collaboration between systems, this integration empowers you to achieve seamless data synchronization and optimize your business operations.