Set up live sync with Microsoft Dynamics 365

Microsoft Dynamics 365 live sync replaces the Advanced-Find-export step with a continuous background pull from your Dataverse environment, so lost opportunities show up in Thawly automatically.

What live sync does#

• Thawly watches your Dynamics 365 Sales environment for new and updated closed-lost opportunities (statecode = 2 / Lost) across every business unit you give it access to.
• Lost opportunities you mark in Dynamics appear in Thawly automatically — no re-running of Advanced Find, no system-view juggling.
• Re-engagement signals fire when one of your monitored companies' UK public-data triggers lines up with a closed-lost opportunity in your Dataverse environment.

What data Thawly reads#

Read-only by default via Microsoft Identity Platform + Dataverse Web API. The Microsoft consent screen will show the following permissions:

• https://<org>.crm.dynamics.com/.default — read access to the Dataverse Web API for your specific tenant (replace <org> with your tenant's Dataverse subdomain at consent time — Thawly fills it in from DYNAMICS_DEFAULT_DATAVERSE_URL or a per-customer override). Covers Opportunity, Account, opportunityclose, and annotation entities.
• offline_access — required so Thawly can keep syncing without you re-authenticating every hour.

Through the Dataverse scope Thawly only queries:

• opportunity — name, estimatedvalue, actualclosedate, statecode, statuscode, and your custom loss-reason field if present.
• account (primary parent) — name + websiteurl only.
• annotation — the most recent note body attached to the opportunity (lazy-fetched via _objectid_value filter).

Thawly never sees contact-level personal data — no email addresses, no phone numbers, no contact names. Only company-level opportunity context.

What Thawly never does#

• Never writes back to your Dataverse environment unless you explicitly opt in to the optional activity write-back feature (default off).
• Never deletes records.
• Never reads contact, lead, systemuser, or any entity beyond the scopes listed above.
• Never modifies state codes, owners, estimated values, or close dates.

Set up#

Microsoft Dynamics 365 live sync requires an active Dynamics 365 subscription on Thawly's side — get in touch and we'll quote setup.

Request access →

In the meantime, the manual import path works today —

Open migration guide →

The manual route uses your team's Dynamics seat with Advanced Find (or a system view) to export closed-lost opportunities as a CSV and drop it into Thawly. It takes about 15 minutes and gives you the same signal coverage as the live OAuth sync.

After setup#

Once live sync is enabled for your account:

• Sync runs every 15 minutes in the background.
• See sync status, last-sync time, total opportunities imported, and the resolved Dataverse URL on the integrations page.
• Disconnect any time from Settings → Integrations — revokes the OAuth token and stops all future syncs. Already-imported opportunities stay in Thawly.
• If your Azure admin revokes the app's consent or rotates the secret, the card flips to a red "Reconnect" state. Sync resumes the moment you reconnect.