The Beauhurst Microsoft Dynamics 365 integration enables you to sync company data to your CRM and pull key data into Beauhurst. This can help you:
Seamlessly use Beauhurst data alongside your data for more insight into companies you are interested in
Keep track of cohorts, clients or prospects automatically through keeping lists up to date across both tools and be alerted of any new activity
Automatically have the latest data ready to use in your CRM - saving time finding the right information, working out where it has come from or filling in the gaps
Connecting your Dynamics 365 account
Go to the settings menu drop down and select the option for integrations or head straight to the integrations page here.
Click connect to Dynamics 365. You will need to choose the environment you want to connect to and approve the integration app.
This will only need to be done once across your subscription to set up the connection between Beauhurst and Dynamics 365.
Using the integration
There a few features you can use to bring your workflows of using Beauhurst and Dynamics 365 together.
You have the option to use only the Import features to use your data in Beauhurst but without any features letting Beauhurst add new data in your Dynamics.
Or, you can use Import & Export where you can use your data in Dynamics and send Beauhurst data to Dynamics. To use the export integration features your account needs the System Customizer or System Administrator role in Dynamics. This lets us create the Beauhurst fields on your Account records.
Matching records
We use the website field on the account record and the company website on Beauhurst to determine if a company is a match.
Import your data
Choose up to 5 fields from Dynamics to use in Beauhurst here. This could be the owner, status, last contacted date or any other field you would find useful to use within Beauhurst. These can then be used:
In Advanced Search to include or exclude results from your search based on your data
Eg find companies in my last cohort that have had a fundraising or find new companies in my ICP that no one else is working on in Dynamics
See the data on a company profile to quickly get an understanding of your relationship with the company
In results tables from searches or collection lists to scan across your data alongside Beauhurst insight
Export Beauhurst data to Dynamics
There are a couple of exporting features you can use to automatically get Beauhurst data directly in your Dynamics which is then updated overnight, every night.
These send key company data to Dynamics. These data points are all created as new Beauhurst specific fields so that they don’t overwrite any of your data. You can then make these visible on Account record pages, Account list views or anywhere else you need to see key company data in Dynamics.
Beauhurst URL |
Headcount |
Turnover |
Head office location |
Total funding received |
Beauhurst description |
LinkedIn page |
Stage of evolution |
Last fundraising date |
Sectors |
SIC codes |
SME status |
Legal form of entity |
CHID |
Date of accounts |
Total grants |
Actively hiring |
Reasons for tracking |
Company created by Beauhurst |
Buzzwords |
Industries |
Environmental signals |
Growth signals |
Innovation signals |
Risk signals |
Social & governance signals |
Company status |
EBITDA |
Beauhurst collection(s) |
Syncing a collection
Sync company collections to get this list of companies automatically in your CRM. This will update companies that are already in your Dynamics with key data or create a new record if there isn’t a match.
Go to the collections list page where you can see all of your collections and choose which company collection you want to send
Or, on a specific company page click the sync to CRM button
This can take up to 15 minutes to ensure the right data is being updated. After that, the sync will keep your data up to date with the collection - updating any new companies that get added to the collection automatically.
Enriching the whole CRM
If you want consistent and up to date company data across your whole CRM you can use the Enrich feature which updates every record we have a match for overnight, every night with the integration data points.
You can then have the latest headcount, turnover, address, industry classifications, status and more all ready to use across your CRM with any changes coming through automatically.
This number of companies we can update depends on the size of your CRM and how many matches we can make. Get in touch with your Account Manager who can help find the best option for you.
💡 There is a limit of 1500 companies that can be synced through the integration across your subscription. You can see how many companies are synced on the integration settings page.
This is the number of actively synced companies that will be kept up to date every night.
The integration does not affect your export credits.
Want a higher limit? Get in touch with your Account Manager to discuss the options for increasing this.