Overview

  • Published on Sep 23, 2025
  • 1 minute(s) read
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In this article

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 

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 to integrate HubSpot with SaaSify.