Microsoft Dynamics 365 Customer Engagement

Dynamics 365 Customer Engagement (Sales Hub) can be connected to Younium and will provide:

• Automatic creation of new Younium customers from Dynamics
• Insights into Dynamics with Younium data (Orders and Invoices)

Connect your Dynamics 365 Customer Engagement to Younium

1. Contact Younium to acquire the additional license required to run this connector
2. Register your app in Azure AD
3. Install Younium solution in Dynamics
4. Connect Younium to Dynamics in Younium under Settings, Integration, Dynamics 365 Customer engagement

 

Automatic creation of new Younium customers from Dynamics

New customers can be automatically synchronised to Younium and creating new Accounts. Younium will automatically fetch Accounts in Dynamics of type "Customer" and create Accounts with the following field mapping:

Dynamics Account	Younium Account
Name	Name
Account number	Dynamics Account number
Email address	Invoice email address
Payment terms	Payment terms
Currency	Currency code
Address 1 (Street, Zip, City, State, Country)	Invoice address

Insights into Dynamics with Younium data (Orders and Invoices)

You can add a widget on Dynamics Account form that display Younium data for the Dynamics user. The widget include Account overview data, Invoices and Active Orders.

The widget includes the following specific data

Account overview:

• Account Balance (unpaid invoices)
• Account CMRR 
• Account EMRR
• Account TCV

Invoices:

• Invoice Date
• Invoice number
• Total amount
• Due date
• Status

Orders:

• Order number
• Subscription type
• Start date
• End date
• Product name
• Order charge name
• Order charge start date
• Order charge end date
• Charge type
• Price period
• Price