Cleanlist + Microsoft Dynamics 365
Enrich Leads, Contacts, and Accounts in Microsoft Dynamics 365 with verified emails, direct dials, and firmographic data. Cleanlist's enterprise-grade waterfall enrichment integrates with Dynamics workflows and Power Automate to keep your CRM data accurate at scale.
Key Features
Setup in 4 Steps
Connect Dynamics 365
Authorize Cleanlist with your Dynamics 365 instance via Azure AD OAuth. Cleanlist supports online and on-premise deployments with appropriate connectivity.
Map Entity Fields
Map Cleanlist enrichment outputs to Dynamics entity fields and custom attributes. The setup wizard reads your Dynamics schema and suggests optimal field mappings for contacts, leads, and accounts.
Configure Workflow Triggers
Set enrichment to trigger on record creation, business process flow transitions, Power Automate flows, or scheduled batch runs. Integrate with existing Dynamics workflows for seamless automation.
Deploy & Monitor
Activate the integration and enriched data flows into Dynamics 365. Monitor match rates by entity type, verification results, and credit consumption from the Cleanlist dashboard.
Popular Use Cases
Enterprise Lead Enrichment
Enrich high-volume lead imports with verified contact data and company firmographics before they enter your Dynamics qualification workflows. Give enterprise sales teams complete data from the first touchpoint.
Account Data Governance
Maintain data quality across your Dynamics 365 Account records with scheduled enrichment sweeps that standardize company names, verify domains, update employee counts, and fill missing industry classifications.
Power Automate Enrichment Flows
Build Power Automate flows that trigger Cleanlist enrichment based on any Dynamics event. Enrich leads from web forms, enrich contacts when opportunities are created, or run enrichment as part of territory assignment logic.
Frequently Asked Questions
How does Cleanlist integrate with Microsoft Dynamics 365?
+
Cleanlist connects to your Dynamics 365 instance via Azure AD OAuth and syncs Lead, Contact, and Account entities. Enrichment can be triggered by record creation, workflow events, Power Automate flows, or scheduled batches. Results are written back to standard and custom Dynamics fields automatically.
Does Cleanlist work with Power Automate?
+
Yes. Cleanlist provides Power Automate connectors that let you trigger enrichment from any Power Automate flow. This means you can enrich records based on any Dynamics event, form submission, or external trigger that Power Automate supports.
Can Cleanlist handle large Dynamics 365 databases?
+
Yes. Cleanlist is built for enterprise scale and can process Dynamics databases with hundreds of thousands of records. Bulk enrichment runs in the background with configurable batch sizes and does not impact Dynamics performance for your users.
Does this integration support Dynamics 365 on-premise?
+
Cleanlist primarily supports Dynamics 365 Online (cloud). On-premise deployments can be connected through a secure gateway or API proxy. Contact our team for on-premise configuration details and requirements.
Ready to connect Microsoft Dynamics 365?
Start enriching your Microsoft Dynamics 365 data in under 5 minutes.
Get Started Free →