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CRM + Sales

Dynamics 365 Sales + Ignite Lean

Available now

Microsoft Dynamics 365 Sales runs CRM for many Microsoft-aligned shops. Bridge sales orders to production.

REST API Webhooks

How the Connection Works

Dynamics 365 Sales
REST APIWebhooks
Ignite Lean
Into Ignite Lean
  • Accounts + opportunities
  • Sales orders
Back to Dynamics 365 Sales
  • Production status
  • Quality incidents

How It Works

  1. 1D365 Sales publishes orders via Dataverse REST.
  2. 2Ignite Lean produces against them.
  3. 3Status + quality incidents flow back.

Recommended Workflows

How Dynamics 365 Sales works best with Ignite Lean. These are recommended patterns: Ignite Lean fires the trigger, and how Dynamics 365 Sales routes it (which work group, which device, which rule) is configured to your IT setup.

Won deal becomes a production order
Trigger A sales rep closes a deal in Dynamics 365 Sales
  1. 1Dynamics 365 Sales fires a closed-won event.
  2. 2Ignite Lean opens a production order tied to the account.
  3. 3Live status (queued, in-progress, QC, packed, shipped) flows back so the rep can update the customer.
Sales sees the build move in real time and stops asking ops for status.
Customer complaint links to the account
Trigger A customer reports an issue through the public portal
  1. 1Ignite Lean captures the complaint and the originating build.
  2. 2A linked case or ticket creates against the right Dynamics 365 Sales account.
  3. 3Quality investigation status syncs back so the account team always knows where the case stands.
CSMs answer "what is going on with this issue?" without ever leaving Dynamics 365 Sales.

Connect Dynamics 365 Sales today

This works now through our REST API, outbound webhooks, and Excel/CSV. Start with the API reference, or talk to us about a guided setup.

API ReferenceTalk to Us