Connect Microsoft Dynamics 365 to Operating through a partner or the API
Reading the Dynamics 365 pipeline into Operating lets you staff work you are likely to win, before the deal is signed and the people are already booked. Operating does not ship a Dynamics 365 connector. Meltlake, an Operating partner and customer, builds this link for companies, and the Operating REST API is open if you would rather build it yourself.
What to sync from Dynamics 365
An opportunity's stage, its value and its close date are enough to raise a tentative project in Operating. Tentative work shows on the timeline above confirmed work, so you see the month you will be short of people before the deal is signed.
- Raise a project in a tentative status when an opportunity passes a stage you choose
- Use the opportunity value as the project's starting budget
- Weight forecast revenue and utilization by each deal's probability
- Map accounts to clients, and opportunity owners to project owners
Questions about Microsoft Dynamics 365 and Operating
Does Operating have a Microsoft Dynamics 365 connector?
No. Operating ships no built-in Dynamics 365 connector. The link is built on the Operating REST API, either by the partner Meltlake or by your own team.
How do you connect Microsoft Dynamics 365 to Operating?
Through the Operating REST API. Meltlake delivers this as a project for companies that want it built for them, and Meltlake connected its own Dynamics CRM the same way.
What is worth syncing from a CRM into a resource planning tool?
The fields that change what delivery does next: the opportunity stage, its value, its expected close date and its probability. Those are enough to raise a tentative project, set a starting budget and weight a forecast.
Can a CRM opportunity become a project before the deal is won?
Yes. A project can be created in a tentative status, so the work shows on the plan as likely rather than confirmed, and capacity is reserved without being committed.
Go deeper
Get the Operating Routine for resource planning
A weekly routine for staffing and capacity, written by people who ran it in their own firms. It gives your resource planning meeting a fixed agenda and a short list of numbers to check. Get the guide.
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