Microsoft Dynamics 365 Sales Integration
This guide explains how to connect Microsoft Dynamics 365 Sales to Expiration Reminder so your contacts and accounts sync automatically and you can track every license, certification, and document expiration tied to them.
What this integration does
The Microsoft Dynamics 365 Sales integration imports your contacts and accounts into Expiration Reminder. You can then attach documents and expiration dates to each record and let Expiration Reminder send automated renewal reminders.
Prerequisites- An active Expiration Reminder account with permission to manage integrations.
- A Microsoft Dynamics 365 Sales account with administrator access to authorize the connection.
- Sufficient Microsoft Dynamics 365 Sales permissions to read contacts and accounts.
- In Expiration Reminder, go to Settings → Integrations.
- Find Microsoft Dynamics 365 Sales in the integration catalog and click Connect.
- You will be redirected to a secure authorization screen. Sign in to Microsoft Dynamics 365 Sales and approve the requested read access.
- Once authorized, you are returned to Expiration Reminder and the initial sync begins.
- When the sync finishes, your Microsoft Dynamics 365 Sales contacts and accounts appear in Expiration Reminder, ready for you to add documents and expiration dates.
- Contacts and accounts/companies from Microsoft Dynamics 365 Sales are imported into Expiration Reminder.
- The sync refreshes regularly so new and updated records stay current.
- Documents, expiration dates, and reminder schedules are managed inside Expiration Reminder and are not written back to Microsoft Dynamics 365 Sales.
- Records aren't appearing: Confirm the connecting Microsoft Dynamics 365 Sales user can read contacts and accounts, then trigger a manual sync from the integration settings.
- Connection failed or expired: Reauthorize the integration from Settings → Integrations. This is usually caused by a changed password or revoked access in Microsoft Dynamics 365 Sales.
- Missing or duplicate contacts: Allow the first full sync to complete; large Microsoft Dynamics 365 Sales accounts can take a few minutes.
Does this change my data in Microsoft Dynamics 365 Sales? No. Expiration Reminder reads your contacts and accounts; it does not modify your Microsoft Dynamics 365 Sales data.
How often does it sync? The integration syncs automatically on a regular schedule, and you can run a manual sync anytime.
Need help? Visit Microsoft for product details, or contact Expiration Reminder support and we will help you get connected.