This article walks through how to sync record data from Dynamics 365 into a Pitchly table. This allows you to automatically pull tables such as Accounts, Contacts, and Opportunities into Pitchly, keeping your data fresh for bios, tombstones, and other business content. This article assumes you have already authenticated your Dynamics account.
Permissions Required
Pitchly: Admin access required
Dynamics 365: Admin access required in Microsoft Entra (Azure)
For system setup in Microsoft Entra, see:
Setting Up the Dynamics 365 Integration in Microsoft Entra
Step 1: Access the Dynamics Integration
Log in to Pitchly with an Admin account.
Select the Integrations tab from the left navigation.
Locate the Dynamics tile and click Connect.
Step 2: Select Sync Type
On the Configure Source screen, confirm that Dynamics is selected as your source system.
In the I want to sync dropdown, make sure Records is selected.
TIP: If you are looking to sync picklist values instead of full records, see: Sync Picklists from Dynamics 365 to Pitchly
Step 3: Choose the Integration Account
In the With the account dropdown, confirm that the appropriate Dynamics account is selected.
If no account is listed, see: Authenticate Your Dynamics Account in Pitchly
Step 4: Select the Dynamics Table
Use the Source Table dropdown to select the Dynamics 365 table you want to sync (e.g., Accounts, Contacts, Opportunities).
Optional: Apply a Filter
a. Use the filter to limit which records are synced into Pitchly.
b. Select the field you want to filter by.
c. In the value field, enter the exact value to match.
Example: If you're syncing the Account table, you may want to enter a filter value of “Client”.
d. This filter uses an exact "equals" match.
NOTE: Only standard tables are supported. If you need to sync more than one table, create a separate automation for each one.
Step 5: Configure Your Pitchly Destination
In the To dropdown, confirm that Pitchly is selected.
In the I want to sync dropdown, choose one of the following:
Records – Pitchly will create new records and update matched records. (Recommended)
Updates – Pitchly will only update records if a match is found. No new records will be created.
In the With the account dropdown, select the appropriate authorized Pitchly user account.
If no Pitchly account appears, click Connect Account and follow the prompts to authorize one.
Step 6: Choose a Match Field
In the Match by field dropdown, select the unique identifier to match incoming records.
This is often a Record ID or GUID from the source system.
This step is required.
If a match is found, Pitchly updates the record.
If no match is found, Pitchly creates a new record — only if “Records” was selected in the destination step.
If “Updates” was selected, only matched records will be updated. No new records will be created.
Step 7: Map Fields
Use the field mapping interface to align Dynamics fields (left side) with Pitchly fields (right side).
Only supported field types will be available:
Unsupported field types will be excluded automatically.
IMPORTANT: If you plan to sync record updates from Pitchly back to Dynamics 365, you must include the Dynamics Record ID or GUID in your field mapping.
This ensures Pitchly can correctly match and update existing records.
New records will not be created in Dynamics — only updates will occur.
Step 8: Complete and Activate the Sync
Review your configuration and mappings.
Click Finish.
When prompted, click Turn On to activate the automation or select Not Now if you want to activate the automation later.
TIP: The sync will run every 5 minutes by default.
To modify the interval, see: Adjusting Automation Run Intervals