Export opportunities and historical awards to Dynamics 365, or configure a future live connection.
Download records mapped to the Dynamics 365 opportunity entity schema.
All Opportunities
Historical Awards Only
Sync awarded contracts as won opportunities / CRM records.
| Dashboard Field | Dynamics Field |
|---|---|
| title | name |
| description | description |
| issuingAgency | parentaccount.name |
| contractValue | estimatedvalue |
| bidDeadline | estimatedclosedate |
| awardDate | actualclosedate |
| status | salesstage / statuscode |
| facilityType | new_facilitytype |
| sourcePlatform | new_sourceplatform |
| zipCode / city | new_zipcode / new_city |
| squareFootage | new_squarefootage |
| incumbentVendor | new_incumbentvendor |
| renewalDate | new_renewaldate |
| solicitationNumber | new_solicitationnumber |
Store credentials for a future direct Dataverse Web API integration. Values are saved securely to the database.