Connect Microsoft Dynamics 365 with Nexis Growth

Enterprise CRM and operations connection.

What this integration does

Microsoft Dynamics 365 can be connected through APIs or supported middleware where your tenant and permissions allow. The connection method and supported actions are scoped against your Dynamics edition before any specific functionality is promised.

Who it's useful for

Enterprise and mid-market businesses on Dynamics 365.

Problems it can help solve

Dynamics disconnected from customer-facing automation
Complex tenant permissions

Verified supported workflows

Record sync via API where supported
Lead handoff
Reporting alignment where configured

Workflows are subject to the configured connector, permissions and your subscription. We confirm the supported actions before go-live.

Connection method

Dynamics 365 API or supported middleware — scoped to your tenant.

Requirements & permissions

Dynamics 365 tenant with API access
Approved permissions
Middleware subscription where used

Known limitations

Edition and tenant permissions apply
Dynamics subscription billed separately

Additional subscriptions & usage charges

Dynamics 365 and any middleware are billed separately unless explicitly included.

Setup process

1Confirm tenant and API access
2Scope records and permissions
3Configure connector
4Test and go live

Microsoft Dynamics 365 across Nexis Growth plans

Starter

$297/mo

— Not on this plan

Core CRM, forms, calendars and basic automation. External integrations are available only where supported and included in the configured plan.

Growth

$597/mo

— Not on this plan

Advanced automation, AI capabilities and selected supported integrations — including eligible Shopify workflows.

Scale

$1,497/mo

Included where supported

Growth features plus the contracted digital marketing services and approved marketing integrations (Google Ads, Meta Ads, SEO).

Enterprise

from $2,000/mo

Included where supported

Tailored integrations, advanced workflows and managed marketing, subject to technical feasibility and signed scope.

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