Use this article to quickly evaluate what is and isn’t supported when syncing Dynamics 365 Sales data with Pitchly. This includes what tables and field types can be used and how permissions are enforced.
Capabilities Overview
Setting | Supported |
Record Sync | ✔️ |
Picklist Sync | ✔️ |
Bi-Directional Sync | ✔️ |
Source System Setup Required | ✔️ |
Standard Tables | ✔️ |
Custom Tables | ❌ |
Multi-Choice Fields | ❌ |
Image Fields | ✔️ |
Filter Support in Pitchly | ✔️ |
Connection Info
Setting | Value |
Sync Direction | Dynamics 365 ⇄ Pitchly |
Authentication Type | OAuth 2.0 (Authorization Code Grant) |
Table Access | Controlled by authenticated Dynamics user |
Field Access | Controlled by authenticated Dynamics user |
Privacy & Permissions
Pitchly uses OAuth 2.0 Authorization Code Grant to connect with Microsoft Dynamics 365. While the integration requires a preconfigured application in Microsoft Entra, access is ultimately granted by logging in as a Dynamics 365 user.
All data access is governed by that user’s:
Security roles
Field-level permissions
Record-level sharing rules within Dynamics
We recommend creating a dedicated Dynamics 365 user specifically for the Pitchly integration. This allows you to control what data Pitchly can access by tailoring that user’s permissions. The integration will only be able to access the data that the authenticated user is allowed to view or manage.
Tables
Pitchly supports syncing the following standard tables from Dynamics 365:
Accounts
Contacts
Opportunities
NOTE: Custom tables are not supported. A separate automation must be configured for each supported table you wish to sync.
Field Types
Supported Field Types:
Text
Number
Date & Time
Lookup
Choice (Single Select)
Choice (Yes/No)
Currency
Auto Number
File (Image URL)
Unsupported Field Types:
Choice (Multiple Choices)
Formula
File
NOTE: Pitchly supports image sync from Dynamics only if the image is stored in a supported image field type. File objects and file-type fields are not supported for syncing images.