Bi-directional sync of Dynamics 365 with monday.com
Introducing the Microsoft Dynamics 365 CRM Integration to monday.com - a powerful tool that can help you improve team collaboration and streamline your CRM processes.
This integration allows you to seamlessly connect your Microsoft Dynamics 365 CRM data with monday.com, so you can have a single view of your accounts, contacts, leads and opportunities on both platforms.
● Seamlessly connect and synchronize data in real-time, ensuring accuracy and efficiency.
● Automate and streamline workflows across systems by triggering actions in one system based on events in another, eliminating manual effort.
● Effortlessly connect sales data with other teams, preventing information loss between teams and platforms. Your field teams can easily work with Dynamics 365 data using monday.com's familiar interface.
● Automatically initiate projects right after opportunity closure, accelerating project kick-offs and boosting productivity.
● Integrating project-related data between the two platforms allows streamlined project planning, task assignments, and progress tracking
Here are some of the benefits of using this integration:
● Increased efficiency: By automating tasks and centralizing your data, you can free up your time to focus on more strategic and important work.
● Improved visibility: With a single view of your customer data, you can make better decisions and provide better customer service.
● Enhanced collaboration: By sharing your data with your team, you can ensure that everyone is on the same page and working towards the same goals.
Security & Compliance
Security
Does the developer periodically perform penetration testing?
Yes
Does the developer have a dedicated security and privacy point of contact for such issues or questions?
Does the app restrict redirects and forwards only to approved destinations, or show a warning when redirecting to potentially untrusted content?
Yes
we only redirect as part of the authentication process, with hard coded URL provided by monday.com
Does the app protect against mass parameter assignment attacks?
Yes
it is tested annually during the PT
Does the app perform encoding and sanitization on all user supplied parameters to protect against Cross-Site Scripting?
Yes
it is tested annually during the PT
Does the developer protect all state-changing actions against Cross-Site Request Forgery (CSRF)?
Yes
it is tested annually during the PT
Does the developer have mechanisms to notify monday.com in case of a security breach?
Yes
we have a human point of contact on monday.com to notify any security concerns
Does this developer have a process for installing application-level updates and security patches for the service (such as software packages and databases)?
Yes
updates and security patches are installed on the production server after an internal assessment of impact assure the safety and stability of the patch
Compliance
Is the app certified with the information security standard ISO/IEC 27001:2022?
Not answered
Is the app compliant with the Health Insurance Portability and Accountability Act (HIPAA)?
No
Is the app certified with System and Organization Controls (SOC 2 or SOC 3)?
No
Is the app compliant with the General Data Protection Regulation (GDPR)?
Yes
Data
Does the app send any data outside of monday.com? If yes, indicate whether the data is customer-submitted (e.g., board names, item names, doc content) or non-customer-submitted (e.g., account ID, board ID, user ID).
Yes
to Dynamic 365 solely
Where does the app store logs data?
other
PostgreSQL
Where does the app store the app data?
other
data is not storen within the app, only tokens
Does the developer ensure application logs do not contain secrets or personally-identifiable information (PII)?
Yes
Is customer data segregated from the data of other customers (for example logically or physically)?
Yes
Customer data is segregated logically by multi-tenant fashion to ensure privacy and security. Each customer’s data is isolated, ensuring that no customer can access another's information. In our application, the only data we retain from the Monday.com integration is the access token provided by Monday and ServiceNow. This token allows for secure communication between systems without storing sensitive customer data, further reducing the risk of data leakage or unauthorized access. No customer-specific data is stored on our servers, ensuring that all interactions with Monday.com are limited to the necessary tokens for access.
Privacy
Does the developer enforce multi-factor authentication on employees access to systems which may process customer data?
No
we do not store costumers' data at all
Does the developer protect access to customer data based on the principle of least privilege?
Yes
Reviews
No reviews yet.
Installation history
We have data for December 28, 2024 onwards only. Collected sometime after 00:00 UTC daily.
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