Integration · CRM
Run Multi-Location Contractor Operations From One Dynamics 365 Dashboard
Connect SubcontractorHub to Microsoft Dynamics 365 for enterprise-grade contractor pipeline management. Power BI dashboards pull live proposal data, Teams notifications fire on deal events, and complex multi-location deal flows stay synchronized without manual data entry.
What Connects Between MS Dynamics 365 and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Opportunity and Lead Bidirectional Sync
SubcontractorHub jobs sync to Dynamics 365 Opportunities with full field mapping — estimated value, job type, location, assigned rep, and stage. Leads created in Dynamics by your marketing or inside sales team push to SubcontractorHub as prospects for field proposal generation. Both systems stay in sync without manual reconciliation.
Power BI Live Proposal Data Feed
SubcontractorHub proposal data flows into Dynamics 365 dataverse, making it immediately available to Power BI dashboards. Executive teams can build real-time revenue dashboards showing pipeline by region, close rate by rep, average contract value by trade — pulling from live field data, not yesterday's export.
Microsoft Teams Deal Notifications
Proposal events from SubcontractorHub trigger Microsoft Teams notifications to the relevant channel or individual. A signed $80,000 commercial roofing contract posts to the #wins channel automatically. Unsigned proposals past 48 hours alert the sales manager in Teams. Your deal activity surfaces where your team already communicates.
Multi-Location Deal Flow Routing
For contractors with multiple branches, the integration routes SubcontractorHub jobs to the correct Dynamics 365 business unit based on job location or assigned rep. Pipeline reporting stays clean by location and rollup reporting gives corporate visibility across all branches simultaneously.
How to Connect MS Dynamics 365 with SubcontractorHub
Register SubcontractorHub as an Azure App
Your IT administrator registers SubcontractorHub as an Azure Active Directory application and grants the required Dynamics 365 API permissions.
Configure the Dynamics 365 Connection in SubcontractorHub
Enter your Azure tenant ID, client ID, and client secret in the SubcontractorHub integration settings to establish the authenticated connection.
Map Entities and Business Units
Map SubcontractorHub proposal fields to Dynamics 365 Opportunity fields and configure business unit routing rules for multi-location setups.
Set Up Power Automate Flows for Teams Alerts
Use Microsoft Power Automate to build the Teams notification flows that fire on SubcontractorHub webhook events (signed, declined, overdue).
Ready to connect MS Dynamics 365?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the MS Dynamics 365 Integration
Multi-Location Commercial Roofing Company
A commercial roofing company with five regional offices uses Dynamics 365 as their corporate CRM. The SubcontractorHub integration feeds each region's field proposals into the correct Dynamics business unit, allowing the VP of Sales to see a rolled-up national pipeline and drill down by region in Power BI without leaving Microsoft 365.
Enterprise HVAC Contractor Reporting to Corporate
A corporate-owned HVAC franchise must deliver weekly pipeline reports to a parent company that standardized on Dynamics 365. The integration ensures field proposal data reaches Dynamics automatically — the franchise owner never manually exports data or builds a report from scratch.
Solar Developer Managing Channel Partner Pipelines
A solar developer uses Dynamics 365 to track deals across a network of certified installers. Each installer uses SubcontractorHub, and their proposals sync to the developer's Dynamics instance as Opportunities under the correct partner account — giving the developer full pipeline visibility across their entire channel.
General Contractor Integrated Into a Microsoft 365 Corporate Stack
A GC whose parent company runs on Microsoft 365 needs their project data in Dynamics to satisfy corporate IT requirements. The SubcontractorHub integration provides the bridge — field proposals live in SubcontractorHub while the corporate CRM stays accurate without double entry.
Common Questions About the MS Dynamics 365 Integration
Does this integration require a Dynamics 365 developer to set up?
Initial setup requires someone with Azure Active Directory admin access to register the application — typically an IT administrator. The field mapping and routing configuration is handled by SubcontractorHub's integration UI and does not require custom development.
Which Dynamics 365 modules are supported?
The integration syncs with Dynamics 365 Sales (Leads, Contacts, Accounts, Opportunities, Activities). Dynamics 365 Field Service and Project Operations modules are on the roadmap.
Does it work with Dynamics 365 on-premise deployments?
Currently the integration supports Dynamics 365 Online (cloud) only. On-premise Dynamics deployments have different API requirements and are not supported at this time.
How does the integration handle Dynamics security roles?
SubcontractorHub writes to Dynamics using the service account permissions granted during Azure app registration. Your Dynamics security roles and business unit restrictions apply — SubcontractorHub can only read and write records the service account has permission to access.
Can we use this with Microsoft Copilot for Sales?
Yes. Because SubcontractorHub data lands in Dynamics 365 as native Opportunity records, Microsoft Copilot for Sales can summarize, analyze, and surface those deals the same way it handles any other Dynamics data.
Connect MS Dynamics 365 with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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