We provide seamless, bi-directional integration between the world-class Microsoft Dynamics 365 CRM platform and the industry-leading Procore construction management platform.
The creation of Company Vendors (Accounts), Team Members (Contacts), and Projects are supported as well as any updates to those records. This guarantees a level of consistency and accuracy not commonly found in other connectors and assures your company that your data is always in sync.
Connector Setup
Easy to install and configure Microsoft Dynamics solution allows for your connector to start delivering value immediately.
The way to connect Dynamics 365 and Procore:
- Import the Solution into Dynamics 365
- Create Service Account in Procore
- Copy Client ID and Client Secret Key
- Sync the configuration page in Dynamics 365
Dynamics 365 to Procore Record Creation
Here we see where we have immediate record creation from Dynamics 365 to Procore for the Company Vendors (Account), Team Members (Contact), and Projects.
Dynamics 365 to Procore Record Updates
Our connector also provides immediate record updates from Dynamics 365 to Procore for the Company Vendors (Account), Team Members (Contact), and Projects.
It is important for both platforms to stay truly in sync that updates are facilitated as well as record creation.
Procore to Dynamics 365 Record Creation
We also provide bi-directional record creation from Procore to Dynamics 365 for the Company Vendors (Account), Team Members (Contact), and Projects.
Most connectors only provide data sync in one direction, which can compromise keeping both platforms truly in sync.
Procore to Dynamics 365 Record Updates
Our connector also provides for record updates from Procore to Dynamics 365 for the Company Vendors (Account), Team Members (Contact), and Projects.
It is important for both platforms to stay truly in sync that updates are facilitated bidirectionally, as well as record creation.