Bizzy and Microsoft Dynamics 365 Integration Overview
Improve your sales and marketing efficiency by connecting Bizzy to your Microsoft Dynamics 365 account. Bizzy ensures that pushed company and contact records are enriched and consistent:
Adapt field-to-field mapping based on the preferences of your team.
Push and enrich companies with Revenue, EBITDA, Net profit, Location, Activities, Email address, Phone number, Social links, VAT number and more.
Push and enrich contacts with Official role, Job title, Department, Seniority level, Emails address and LinkedIn link.
Get connected
Go to Bizzy Settings > Integrations, find Microsoft Dynamics 365 and click Connect.
Log into your Microsoft Dynamics 365 account and make sure you have the right permissions in Microsoft Dynamics 365 to authenticate the integration.
Follow the list below to check if you have all the necessary Microsoft Dynamics 365 fields.
Map Bizzy fields to Microsoft Dynamics 365 fields by following the steps here.
💡 You need to have the right user permissions to enable and to modify integrations.
Bizzy fields that you can link to Microsoft Dynamics 365
If fields below are not yet visible in your CRM, you can create custom ones. Learn here how to create custom fields in Microsoft Dynamics 365.
Key company fields
Bizzy fields | Explanation | Field type | Example |
VAT number | A value-added tax identification number of the company. | Single-line text | BE0421.694.038 |
Company number | The number allotted to the company by the Registrar on its incorporation. | Single-line text | 0421.694.038 |
Language | The language used by the company. | Single-line text | Dutch |
Company description | These descriptions are automatically generated by Bizzy based on the company's online content. | Multi-line text | Lotus Bakeries is a global company specializing in indulgent and natural snacking, .. |
Activities | An alternative to industries, however, one company can have multiple activities. | Multi-line text | Production of biscuits, Production of pastry goods |
Link to Bizzy | Link to the company page on Bizzy. | URL | |
Established since | Founding date of the company. | Single-line text | 1981-06-18T00:00:00Z |
Stopped since | The date when company became inactive. | Single-line text | 1981-06-18T00:00:00Z |
Company type | Bizzy data example: Public limited company | Single-line text | Public limited company |
Entity type | Bizzy data example: Legal person. | Single-line text | Legal person |
Company status | Bizzy data example: Active/Inactive. | Single-line text | Active |
Employee data of the company
Bizzy fields | Explanation | Field type | Example |
Employees Headcount | From official sources. Headcount is the number of people working in a company. | Number | 884 |
Employees FTE | From official sources. Full-time equivalent, or FTE, measures the total amount of full-time employees working in a company. | Number | 842 |
New hires | From official sources. | Number | 237 |
Financial data of the company
Bizzy fields | Explanation | Field type | Example |
Revenue | From official sources. | Currency | 291927141 |
Gross Margin | From official sources. | Currency | 82518556 |
Debt | From official sources. | Currency | 89245642 |
EBITDA | From official sources. | Currency | 32184383 |
Equity | From official sources. | Currency | 103793973 |
Net Profit | From official sources. | Currency | 17393388 |
Total Assets | From official sources. | Currency | 193071509 |
💡 We recommend mapping Revenue and Gross Margin as many smaller companies will not have Revenue displayed.
💡 The availability of detailed financial data may vary depending on the country in which the company is registered.
Social links and contact details of the company
Bizzy fields | Explanation | Field type | Example |
An email of the company | |||
Phone number | A phone number of the company | Phone number | +32 09 7734 8963 |
Website | Website of the company | URL | |
A social media link of the company. | URL |
| |
Youtube | A social media link of the company. | URL |
|
A social media link of the company. | URL | ||
A social media link of the company. | URL |
| |
X | A social media link of the company. | URL |
|
Company location data
Bizzy fields | Explanation | Field type | Example |
Country | The country where the company was registered in. | Multi-line text | BE |
Street | Street where the company was registered in. | Multi-line text | Gentstraat |
Number | Street number where the company was registered in. | Number | 23 |
Box | Box where the company was registered in. | Number |
|
Postal code | Postal code where the company was registered in. | Multi-line text | 9971 |
City | City where the company was registered in. | Multi-line text | Kaprijke |
Other company data
Bizzy fields | Explanation | Field type | Example |
Legal status | Bizzy data example: Opening bankruptcy procedure. | Single-line text | Normal situation |
Parent company | A company that has a controlling interest in another company. | Single-line text | LOTUS BAKERIES |
Parent company VAT | The VAT of a company that has a controlling interest in another company. | Single-line text | BE0401.030.860 |
💡 The availability of legal status and parent company may vary depending on the country in which the company is registered.
Key contact fields
Bizzy fields | Explanation | Field type | Example |
First name | First name of the contact. | Single-line text | John |
Last name | Last name of the contact. | Single-line text | Doe |
Email of the contact. | |||
LinkedIn of the contact. | URL |
| |
Function | Job title (role) of the contact. | Multi-line text | Line manager Cookies |
Seniority | Seniority level of the contact. | Multi-line text | Medior |
Department | Department the contact belongs to. One contact can belong to multiple departments. | Multi-line text | Operations |
Sub-department | Sub-department the contact belongs to. One contact can belong to multiple sub-departments. | Multi-line text | Production |
Mapping
Bizzy field: Select the Bizzy data point you would like to get.
Microsoft Dynamics 365 field: Select the Microsoft Dynamics 365 field you would like to capture the specified data from Bizzy. If you don't see custom fields you have created, refresh Microsoft Dynamics 365 fields in Bizzy.
Select the update option for each field: You can choose between Overwrite or Complete if missing. Overwriting will change an existing value in Microsoft Dynamics 365 while completing if missing will only add data to an empty field.
💡 Important:
Be cautious when setting standard fields to Overwrite, as manually entered data may be lost and replaced with Bizzy data.
It will only be possible to push data to Microsoft Dynamics 365 if the mapping for companies, contacts and leads was done.
Account and contact lookup
Read this article to learn more about how we look up companies and contacts in your CRM and match them to companies and contacts in Bizzy.
Pushing companies and contacts to Microsoft Dynamics 365
Once the integration is set up, you'll be able to push companies and contacts to your CRM by following these steps.