Talin Microsoft Dynamics 365 Sales

Talin and Microsoft Dynamics 365 Sales

Seamlessly sync your Talin activity with Microsoft Dynamics 365 Sales.

What's inside

What flows between Talin and Microsoft Dynamics 365 Sales

Contacts create themselves

Prospects Talin sources land in Microsoft Dynamics 365 Sales with their verified email and phone number attached, matched to the record you already hold, never duplicated onto a new one.

Activity logs sync

Every email, InMail, connection request, and SMS Talin sends writes back as a note on the prospect, and so does every reply. The CRM timeline stays the whole story.

Campaign status in your CRM

Salespeople who live in Microsoft Dynamics 365 Sales can see which campaign a prospect is in and when they entered or left it, without opening Talin.

You choose every trigger

Push on upload or only once a contact is enriched, note on send or only on reply, include message bodies or keep notes to the headline. Each one is its own switch.

How to set up

Connect Microsoft Dynamics 365 Sales in four steps

1 –
Select integration
2 –
Connect your account
3 –
Map your fields
4 –
Start syncing

Pick Microsoft Dynamics 365 Sales from the list

Open Settings → Integrations in Talin and choose Microsoft Dynamics 365 Sales under CRM. One workspace can carry an ATS and a CRM at the same time, so this slot is only half the stack.

Paste your Environment URL

Talin hands off to Microsoft Dynamics 365 Sales to authorize the connection. Paste your Environment URL, authorize, and you land back in Talin connected.

Decide what syncs, and when

Choose which events push a prospect to the CRM and which write a note: on send, on reply, on entering a campaign, and on which channel. Nothing moves until you say so.

The first sync runs itself

Microsoft Dynamics 365 Sales shows as connected and Talin starts writing. Change any switch later, or disconnect, without touching the records and notes already in your CRM.

IT
Settings
Members
Rules
Integrations
Billing
Campaign mapping settings
ATS
Choose your ATS provider from the list below to connect it to Talin.
Bullhorn
Crelate
JobAdder
JobDiva
Lever
Loxo
Mercury ATS
PCRecruiter
RecruitCRM
Recruiterflow
TrackerRMS
Zoho Recruit
Top Echelon
CRM
Sync prospects with CRM as:
Leads
Choose your CRM provider from the list below to connect it to Talin.
Bullhorn
HubSpot
JobAdder
JobDiva
Loxo
Microsoft Dynamics 365 Sales
RecruitCRM
Recruiterflow
Salesforce
TrackerRMS
Top Echelon
Authorize Access
talin.ai is requesting access to your Microsoft Dynamics 365 Sales account
Environment URL
The environment URL is the URL of the Dynamics 365 instance you are connecting to. It is usually in the format yourdomain.api.crm3.dynamics.com and can be found at https://admin.powerplatform.microsoft.com/environments/environment
Authorize
Cancel
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IT
Campaign mapping settings
CRM
Microsoft Dynamics 365 Sales CONNECTED
Hide settings
Sync settings
Sync prospects with CRM as:
Leads
Push prospect to CRM when:
they are uploaded to Talin
their email or phone number is enriched
Add note to prospect when:
they receive a message from Talin via
any channel
they reply to a message sent from Talin via
any channel
Add notes and create prospects as individual users
Include message and reply content in notes
Disconnect
IT
Settings
Members
Rules
Integrations
Billing
Campaign mapping settings
CRM
Sync prospects with CRM as:
Leads
Microsoft Dynamics 365 Sales CONNECTED
Settings
ATS
Choose your ATS provider from the list below to connect it to Talin.
Bullhorn
Crelate
JobAdder
JobDiva
Lever
Loxo
Mercury ATS
PCRecruiter
RecruitCRM
Recruiterflow
TrackerRMS
Zoho Recruit
Top Echelon
FAQ

Microsoft Dynamics 365 Sales integration, answered

Yes. Talin pushes prospects and their enriched contact details into Microsoft Dynamics 365 Sales, and pulls records the other way so a prospect who already exists in your CRM is matched rather than duplicated. Every message Talin sends and every reply it receives writes back as a note on the prospect.

About five minutes. You pick Microsoft Dynamics 365 Sales in Settings → Integrations, paste your Environment URL, choose which events push records and write notes, and the first sync starts on its own. No engineering, no data migration.

Prospects, with the contact details Talin verified. You choose the trigger: every prospect uploaded to Talin, or only the ones whose email or phone number Talin enriched, so your CRM stays free of records that were never reachable.

No. Talin matches on the identifiers Microsoft Dynamics 365 Sales already holds before it writes, so an existing prospect gets updated and noted instead of re-created. You can also have Talin pull prospect emails that already exist in your CRM so it never spends a credit re-finding them.

Every event is a switch. Push on upload or on enrichment; add a note when a prospect receives a message, when they reply, or when they enter and leave a campaign; include the full message body in notes or keep them to the headline. Change any of it later without reconnecting.

Syncing stops and nothing is deleted. Records and notes Talin already wrote stay in Microsoft Dynamics 365 Sales, and your Talin campaigns keep running. Reconnecting picks the sync back up with your previous settings.

Eliminate 90% of your CRM data entry.