How do I Export Companies to Dynamics 365 from SalesIntel Database?

Once you’ve logged into SalesIntel and selected the Company/Companies you wish to export, follow these steps: 

1. Click on Bulk Options on the top left, select ‘Export to Dynamics 365’ from the drop-down menu.

2. You’ll be asked to log in to your Dynamics 365 account (If not already logged in).

3. You’ll then be prompted to stay signed in within your Dynamics 365 account, we recommend clicking on Yes.

4. Once you grant access, you’ll be able to export Company/Companies.

5. If SalesIntel discovers any duplicate email addresses, you’ll get a duplicate pop-up.

You can resolve duplicates by:

a) Updating all fields.

b) Updating empty fields only.

c) Skipping duplicates.

6. Based on the options you selected, the export process will begin. Once exported, a success message Export Succeeded will pop up and you’re done. The Company details along with their firmographics details will export to Accounts in your Dynamics 365 CRM.