CRM · Integration
Microsoft Dynamics 365
Sourcing.sh is the data index of AI agents: companies, profiles, schools, offers and signals, for a fixed price. Connected to Microsoft Dynamics 365, it guarantees reliable accounts and contacts and a flow of signals that your sales agents can use.
What Sourcing.sh communicates with Microsoft Dynamics 365
Send the data
sourcing.sh pushes companies, profiles and fresh offers into your tool.
Refresh the data
Your records are re-crawled and updated continuously — the data no longer dies.
Send signals
Position changes, recruitments, hiring and timing signals pushed to your agents.
The index injects and refreshes your accounts and contacts in Dynamics 365: targeted companies, enriched decision-makers, regular re-crawl to keep the files clean. Hiring and growth signals feed your Sales agents with the right timing, to prioritize active accounts without leaving your Microsoft environment.
This record describes a compatibility to study. Availability, data exchanged, required rights and any costs are confirmed before activation. General API and webhooks require Scale.
Your workflow
The right data. The right action.
New information, a detected change or a record to complete: your agent checks the data and applies the rules you defined.
Create a record, update approved fields or request human approval: you stay in control before data reaches your tool.
New or more recent data
Our index and partner indexes
Create a record
Update
Human approval
Microsoft Dynamics 365
Contact record
Workflow to configure with your team
How it works
- 01
Frame the connection to Microsoft Dynamics 365
Confirm compatible objects and necessary rights: OAuth, API key or export.
- 02
Define exchanges
Choose the fields to complete and the update rules in Microsoft Dynamics 365.
- 03
Plan the checks
Choose the cadences and actions to trigger when a change is detected.
Your next step
Turn data into action.
Find the right contacts, keep your data up to date and connect your tools.