Microsoft Dynamics 365 Integration with Prokeep

The Prokeep Dynamics 365 integration empowers customers to seamlessly synchronize contact and company information between Dynamics 365 and Prokeep, ensuring consistent and accurate data across platforms.

Overview

Prokeep’s Microsoft Dynamics 365 integration enables your team to sync contact and company data into Prokeep using Power Automate and Prokeep’s custom connector. This keeps your messaging platform aligned with your CRM, reduces manual entry, and improves visibility across systems.

This is a customer-built integration. Prokeep provides a custom connector and supports bulk contact/company uploads and troubleshooting, but your team is responsible for building and maintaining the integration flows within Power Automate.

What’s Synced

• Contacts

  • Create and update contacts from Dynamics 365 into Prokeep

  • You may optionally build flows to sync contact updates from Prokeep back into Dynamics

  • Prokeep does not restrict contact creation or editing within the platform

• Companies

  • Create and update companies from Dynamics 365 into Prokeep

  • Company creation and editing in Prokeep is disabled when the integration is active—Dynamics is the source of truth

Requirements

To use this integration, you'll need:

• A Power Automate or Power Apps license
• Access to https://make.powerautomate.com
• Your Prokeep API key (guide)
• The Prokeep Swagger JSON file
• Ability to create and manage Power Automate flows

Setup Instructions

1. Get Started

To begin the integration process, reach out to your Customer Success Manager or complete this request form. They’ll make sure your account is prepared for the integration and connect you with your Technical Account Manager for implementation support.

2. Set Up the Prokeep Connector in Power Automate

Follow the instructions in the Prokeep Power Automate Connector Guide to:

• Upload the connector JSON

• Authenticate with your Prokeep account

• Build flows to sync contact and company data from Dynamics into Prokeep

  When building your flows, ensure that:

  • • Each contact record includes the Dynamics contactID, which should be mapped to the external_id field in Prokeep

    • Each company record includes the Dynamics accountID, which should be mapped to both the  external_id  and company_id fields in Prokeep

• • • The external_id values must be unique—each company and contact must have a distinct ID as provided by Dynamics 365

3. Bulk Upload Existing Contacts

• Export your current Dynamics contacts and companies, ensuring the contactid and accountid fields are included

• Send the export to your Prokeep Technical Account Manager

• Your Technical Account Manager will assist with updating existing records and importing new contacts and companies into Prokeep using the appropriate IDs in the correct fields

4. (Optional) Configure Contact Sync Back to Dynamics

• If desired, you can set up Power Automate flows to update contact records in Dynamics when changes are made in Prokeep

• This step is optional and requires additional Power Automate configuration on your side

Need Help?

Your Prokeep Customer Success Manager can:

• Coordinate technical support for setup

• Assist with your contact/company import and updates

• Ensure company editing is disabled when integration is enabled

To get started, fill out this form or contact your Customer Success Manager directly.