Effortlessly Sync
XTEN-AV with Microsoft Dynamics 365

Connect XTEN-AV with Microsoft Dynamics 365 CRM to sync accounts, contacts, projects, opportunities, and key project data, keeping your sales and AV project information connected and up to date.

Connect Microsoft Dynamics 365 CRM with XTEN-AV​

Sync projects, accounts, contacts, and CRM data between XTEN-AV and Microsoft Dynamics 365 to keep your sales and AV project information connected across both platforms.

Automatic Drawing & Layout Sync

Sync Projects Both Ways

Sync projects between Microsoft Dynamics 365 and XTEN-AV to keep project information updated across your CRM and AV design platform.

Real-Time Accurate Proposals & Records

Sync Accounts Both Ways

Push XTEN-AV accounts to Dynamics 365 or pull Dynamics 365 accounts into XTEN-AV to keep customer data connected.

Seamless 2-Way Sync

Sync Contacts Both Ways

Sync contacts between Dynamics 365 and XTEN-AV to maintain accurate customer information across both systems.

Automated Deals & Project Creation

Connect Dynamics 365 CRM Data

Connect Microsoft Dynamics 365 with XTEN-AV to access and manage connected CRM data from one integrated platform.

How to Connect Microsoft Dynamics 365 with XTEN-AV in 5 Steps

Set up the XTEN-AV Microsoft Dynamics 365 integration to connect CRM data, sync accounts,
contacts, and projects between XTEN-AV and Dynamics 365 CRM.

Connect & Authenticate
Sync Dynamics 365 Accounts
Sync XTEN-AV Accounts
Sync Projects
Sync Contacts

Connect & Authenticate

Sync Dynamics 365 Accounts

Sync XTEN-AV Accounts

Sync Projects

Sync Contacts

Connect Dynamics 365 CRM with XTEN-AV

Securely connect your Dynamics 365 account with XTEN-AV to enable CRM data synchronization between both platforms.

1 Go to Settings > Integrations
2 Select Microsoft Dynamics 365
3 Click Connect with Dynamics 365 and authenticate
Read KB Article
Connect & Authenticate

Explore Microsoft Dynamics 365 Integration Guides

Follow step-by-step guides to connect Microsoft Dynamics 365 with XTEN-AV and sync accounts, contacts, projects, and CRM data across both platforms.

Connect XTEN-AV with Microsoft Dynamics 365

Sync accounts, contacts, projects, and CRM data between XTEN-AV and Microsoft Dynamics 365 to keep your sales and AV project information connected.

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