Feature Summary
The Microsoft Dynamics 365 Sales Hub integration connects Aligned to Dynamics 365, allowing buyer engagement data from Aligned rooms to be pushed into Dynamics as Timeline Notes. Admins connect the integration at the account level, and room owners can link individual rooms to Dynamics Opportunities, Accounts, or Leads. When a buyer interacts with a connected room, Aligned automatically writes engagement events to the linked record's Timeline in Dynamics.
The integration is available on all Aligned plans, including Free.
Prerequisites
Plan: Free, Basic, Pro, Enterprise, or Startup
Role (account-level setup): Aligned Admin
Role (room-level connection): Room Owner
Technical: An active Microsoft Dynamics 365 Sales Hub environment with a valid environment URL (e.g.,
https://<org>.crm.dynamics.com)
How to Connect Microsoft Dynamics 365 to Your Aligned Account
Only Aligned Admins can connect the integration at the account level.
Navigate to Settings → Integrations → My Integrations.
Locate Microsoft Dynamics 365 (Sales Hub) in the integrations list.
Click Connect.
Enter your Dynamics environment URL (e.g.,
https://<org>.crm.dynamics.com).Complete the authentication flow.
After a successful connection, the integration status changes to Connected and the CRM settings modal opens.
[INSERT GIF: Settings → Integrations → click Connect on Dynamics → enter environment URL → Connected state with settings modal]
How to Configure Account-Level Settings
After connecting, the CRM settings modal displays the following toggles:
Manually connect rooms to Dynamics (default: ON) — Room owners choose which rooms to link to a Dynamics record.
Mandatory sync all new rooms with CRM (default: OFF) — When enabled, every new room requires a CRM connection before it can be created.
Sync contacts from Aligned to CRM (default: ON) — Any buyer with an email who enters a room is automatically added as a contact in Dynamics.
Modify analytics sent to CRM — Choose which buyer engagement events are pushed to Dynamics (see "Supported Engagement Events" below).
[INSERT GIF: CRM settings modal → toggle settings → save]
How to Connect a Room to a Dynamics Record
Room owners can connect a room to a Dynamics Opportunity, Account, or Lead.
From Room Settings:
Open the room you want to connect.
Click Room Settings → Integrations.
Select the entity type: Opportunity, Account, or Lead.
Search for the record by name.
Click Connect.
A success toast confirms: "Connected to Dynamics: <record name>".
[INSERT GIF: Room Settings → Integrations → select entity type → search record → click Connect → success toast]
From the Rooms Dashboard:
Go to the Rooms Dashboard.
Click the CRM column for the room you want to connect (the CRM column is automatically added after the account-level connection).
In the CRM drawer, select the entity type: Opportunity, Account, or Lead.
Search for the record and click Connect.
[INSERT GIF: Rooms Dashboard → click CRM column → CRM drawer → select entity type → search → Connect]
During New Room Creation:
When creating a new room (blank, from template, duplicate, or Create with AI), Aligned prompts you to connect the room to a Dynamics record. This step is optional unless the admin has enabled Mandatory sync all new rooms with CRM.
Supported Engagement Events
When a room is connected to a Dynamics record, Aligned writes buyer engagement events as Notes on the record's Timeline in Dynamics. Each event type can be individually enabled or disabled in the account-level CRM settings under Modify analytics sent to CRM.
The supported events are:
Room opened — A buyer opened the room.
Room shared — A buyer shared the room.
Buyer comment — A buyer left a comment in the room.
Buyer file downloaded — A buyer downloaded a file from the room.
MAP step completed — A buyer completed a step in the Mutual Action Plan.
MAP step unchecked — A buyer unchecked a previously completed MAP step.
What Entities Can Be Connected to a Room?
Aligned supports connecting a room to three Dynamics record types:
Opportunity — The deal/pipeline record, typically managed by AEs.
Account — The company/customer record, which may have multiple opportunities.
Lead — The early-stage record, typically managed by SDRs. When a lead is qualified, it converts to an Opportunity in Dynamics.
Each room can be connected to one Dynamics record at a time.
Limitations
Aligned pushes engagement data to Dynamics but does not pull data from Dynamics (no sync of deal amount, close date, or deal stage).
Auto-creating rooms from Dynamics record creation is not supported.
Each room can be connected to one Dynamics record at a time.
AI-powered analytics features (Deal Insights, AI Highlights) are not available for Dynamics-connected accounts at this time.
Troubleshooting & FAQ
Q: Who can connect the integration at the account level?
Only Aligned Admins can connect Microsoft Dynamics 365 at the account level. If you do not have Admin access, ask your Aligned Admin to set up the integration in Settings → Integrations.
Q: Who can connect a room to a Dynamics record?
Only the room owner can connect a room to a Dynamics Opportunity, Account, or Lead.
Q: Which Aligned plans support the Microsoft Dynamics 365 integration?
The Microsoft Dynamics 365 integration is available on all Aligned plans: Free, Basic, Pro, Enterprise, and Startup.
Q: Can I pull Opportunity fields (deal amount, close date, stage) from Dynamics into Aligned?
Pulling data from Microsoft Dynamics 365 into Aligned is not supported. The integration pushes buyer engagement events from Aligned to Dynamics as Timeline Notes.
Q: What happens when a buyer visits a connected room?
When a buyer interacts with a connected room, Aligned writes the enabled engagement events as Notes on the linked Dynamics record's Timeline. Admins control which events are pushed in Settings → Integrations → Modify analytics sent to CRM.
Q: Can I connect one room to multiple Dynamics records?
Each Aligned room can be connected to one Dynamics record (Opportunity, Account, or Lead) at a time.
Q: Where do Aligned engagement events appear in Dynamics?
Aligned engagement events appear as Notes in the Timeline of the connected Opportunity, Account, or Lead record in Microsoft Dynamics 365.