Introduction
GetAccept’s Deal Room and Contract data now syncs in real time into Microsoft Dynamics via custom objects.
Every time someone views, interacts with, or signs a document or Deal Room, that information is stored in MSD and continuously updated, giving you a crystal-clear picture of buyer behavior right inside your Microsoft Dynamics CRM, and unlocking powerful workflows, more accurate reporting, and enhanced use of Microsoft Copilot (which now has access to GetAccept’s rich buyer engagement data).
Setup
To enable our custom objects in Microsoft Dynamics you simply have to update the integration to the latest package 2.16 and ensure GetAccept is connected to MSD. Follow the installation/upgrade process as shown here and the connection steps shown below.
Connect GetAccept to Microsoft Dynamics
Only GetAccept Enterprise customers have access to this capability.
You need to have installed the GetAccept integration (Details here) and to connect GetAccept to Microsoft Dynamics. Steps for connecting GetAccept to MSD below.
Log in to GetAccept
Click Settings in the right hand menu
Select Integrations
Click Connect below the option for Microsoft Dynamics
Enter the domain name for your MSD environment
Click Save
MSD is now connected and our Event Sync feature is enabled
