All integrations
    Microsoft Dynamics 365

    Dynamics 365 Integration

    Create Dynamics 365 Accounts for every new company that matches your saved searches. Requires a Business plan.

    Please sign in to connect Dynamics 365.

    Why Dynamics 365 Users Choose NewcoSignal

    Dynamics 365 manages your pipeline and customer relationships - but it cannot tell you when new companies register in your target market. NewcoSignal monitors Companies House daily and pushes each new matching company into Dynamics 365 Sales as an Account, complete with address, SIC code, and Companies House registration number. Your team sees fresh, qualified prospects in their Dynamics board without any manual research or CSV imports.

    How the Dynamics 365 Integration Works

    NewcoSignal monitors Companies House for newly registered UK businesses and creates a matching Account in Dynamics 365 for each company that fits your saved search criteria.

    1. Enter your Dynamics 365 org URL (e.g. https://yourorg.crm11.dynamics.com) and click Connect.
    2. Sign in to your Microsoft account and authorise NewcoSignal to create Account records.
    3. Set up saved searches in NewcoSignal for the SIC codes and geographies you target.
    4. New companies matching your searches are created as Accounts automatically.

    What Company Data Syncs to Dynamics 365

    Each Dynamics Account is created with the company name, registered address, and website URL. The Description field includes the Companies House registration number, incorporation date, SIC codes, and contact email where enrichment data is available.

    Who Uses the Dynamics 365 Integration

    Enterprise sales and business development teams using Dynamics 365 as their primary CRM use this integration to keep their account list topped up with new-company leads automatically. Particularly useful for financial services, insurance, accounting, and professional services firms targeting newly incorporated UK businesses.

    Frequently Asked Questions

    What plan do I need for the Dynamics 365 integration?

    The native Dynamics 365 integration requires a NewcoSignal Business plan. Pro plan users can connect to Dynamics via the Zapier integration or webhooks instead.

    Where do I find my Dynamics 365 org URL?

    Sign in to your Dynamics 365 org, then copy the URL from your browser's address bar. It will look like https://yourorg.crm11.dynamics.com. UK-hosted orgs typically use crm11 (UK South) or crm4 (West Europe).

    What permissions does NewcoSignal need in Dynamics 365?

    NewcoSignal requests delegated user_impersonation permissions - the minimum needed to create Account records on your behalf. No access to existing CRM data, contacts, or deals is required or requested.

    Does NewcoSignal create duplicate Accounts in Dynamics 365?

    No. Each company is synced once and not repeated. If a company has already been created from a previous sync, it will not be duplicated.

    What happens to my Dynamics data if I cancel NewcoSignal?

    Accounts already created in Dynamics 365 remain permanently in your org. Cancelling NewcoSignal stops future syncs but does not delete or modify any records already in your CRM.