How to Install the Dynamics Button

Make the transfer of data from Honch to Dynamics simple with 1-click transfer of contacts.

Step 1: Head to the integration settings

Head to your Account Settings and click on the integration tab:

Step 2: Install the Microsoft Dynamics integration

Click Install next to Send a contact to Microsoft Dynamics.

If you've not previously installed Dynamics and get stuck with connection, follow the instructions under the connection page.

Step 3: Choose your connection and object type

Login to Honch, choose your Microsoft Dynamics connection, and then select the object you'd like to create. This will normally be either contacts or leads.

Once selected, click continue.

Step 4: Map your fields

Map the fields you want sent to Dynamics when contacts are transferred.

Click continue and start. This will turn on your live connection until you stop it.

Start sending contacts

Once setup is complete, head to the Search page and test your new integration.

You can select and transfer contacts directly into Dynamics in just a few clicks.