Microsoft Dynamics 365 is a cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

HOW IT WORKS

STEP 1:

Connect with your dedicated Account Executive to understand your existing workflow and align on how MaintainX can support them with Microsoft Dynamics 365.

STEP 2:

Create the integration flow from Microsoft Dynamics 365 to fire off work orders through our MaintainX API into MaintainX when they are created or updated in Microsoft Dynamics 365.

STEP 3:

Set up triggers to create and update work orders and data entries in Microsoft Dynamics 365 when they are altered in MaintainX.

STEP 4:

Test the integration with your team.

STEP 5:

Welcome to a better way to work. MaintainX and Microsoft Dynamics 365 are now in sync, so work orders in both systems will be updated automatically.

REQUIREMENTS

Must have a valid cloud subscription with https://dynamics.microsoft.com/en-us/.

Must have MaintainX's Premium Plan.

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