---
title: "Overview"
slug: "overview"
updated: 2025-10-09T14:50:12Z
published: 2025-10-09T14:50:12Z
canonical: "docs.saasify.ai/overview"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.saasify.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview

### In this article

- [Overview](/v1/docs/overview#overview)
- [Next Step](/v1/docs/overview#next-step)

This article covers detailed steps on integrating Microsoft Dynamics 365 CRM with SaaSify to manage co-sell opportunities.

## Overview

In this document, we will go through the below steps:

1. **Setting up Dynamics 365 integration in** **SaaSify**
2. **Setting up file configuration in Power Platform Admin Center**
3. **Installation steps on Power Apps platform**
4. **Integration of application user in Dynamics 365 Admin Center**
5. **Enabling plugin trace log in Dynamics 365**

This guide is for CRM admins of organizations who want to integrate Microsoft Dynamics 365 CRM with SaaSify to manage their co-sell referrals directly from their CRM.

After completing the steps in this user guide, you will establish a secure connection between your D365 environment and SaaSify. This means, you will be able to view and work with co-sell records in your Microsoft Dynamics 365 environment, while SaaSify handles authentication, data mapping, and push/pull of payloads to / from cloud marketplaces.

## Next Step

- Follow the steps on the [next page](https://docs.saasify.ai/v1/docs/saasify-d365-integration-setup) to integrate HubSpot with SaaSify.