In this article
Objective
Learn how the sync between Dynamics and Coconut works, as well as some best practices for optimal use.
Why use the sync?
The Microsoft Dynamics integration enables users to complete client-related activities in one application and have them sync to the other. As a result, clients need only share their details once, increasing organizational efficiency while also delivering an improved customer experience.
How the sync works
Appointments are synced between Coconut and Dynamics as they are booked (in relative real-time). The amount of time that it takes is dependent on factors such as, for example, network connectivity.
Sync requirements
What’s synced
The following are synced from Coconut to Microsoft Dynamics:
A new appointment is created in Coconut
An existing appointment is updated in Coconut
NOTE: If a client is included in an appointment booking and that client is not found in Dynamics, a lead is created in Dynamics to represent that client as part of the sync. If a client is updated in Coconut (for example, the spelling of their name), but that client is already synced in Dynamics as the result of a previous appointment, the update will not be synced to Dynamics.
Schedule a Coconut appointment from Dynamics
To schedule a Coconut appointment from Dynamics:
From your Dynamics instance, navigate to the lead you want to book the appointment for
Click Create Appointment
You will be prompted to login to Coconut; login using either username/password or SSO, depending on your organization’s authentication method
Complete the appointment booking flow
Click Book Appointment
The appointment pane closes and the Dynamics’ Timeline for that lead is updated with the newly created appointment.