Choose what you need
Find the connections you need in the integration catalog.
Microsoft 365 Sales
Microsoft 365 Sales in Foundbase
Connect your Microsoft Dataverse environment and open CRM import from your Foundbase integration settings.
What it does
Microsoft 365 Sales and Foundbase
Sign in with Microsoft and choose the Dataverse environment to connect to Foundbase. Import supported CRM data and use it in your work with contacts and customers.
Connect your account
Connect the provider and grant the permissions the integration needs.
Continue working in Foundbase
Use supported data and actions in the relevant workspace tools.
From need to action
Bring Microsoft 365 Sales into your daily work
Sign in with Microsoft and choose the Dataverse environment to connect to Foundbase. Import supported CRM data and use it in your work with contacts and customers.
How it works
From the first step to follow-up
An example of how the work can fit together. Your team chooses the tools, owners and sequence.
Connect account
Choose access
Review data
Put it to work
Your tools
Build a workspace around your work
Foundbase is an AI-powered platform where you pick the tools that suit your work. Start with CRM and tasks, for example, and add budgeting, contracts or strategy when you need them. Each tool has its own visual workspace.
Features and integrations depend on your plan and access.View plans
Features and uses
Tools for the work that follows
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Connect Eventbilletten to bring events, tickets, transactions, scans and customers into a dedicated Foundbase view. The figures reflect the latest completed sync.Read more - Integration
Figma
Connect your Figma account to view file details and comments in Foundbase. Save links to the files you work on, so the design is easy to find next to the rest of your work.Read more - Integration
GitHub
Connect GitHub and choose which repositories Foundbase can access. Find issues and pull requests, and create issues through supported actions when the connection has permission to do so.Read more
Integrations and access
Connect the tools you already use
Choose the connections you need from the Foundbase integration catalog. Each integration page explains which data and actions it supports and what the setup involves.
Your Microsoft account needs access to the selected environment and its data. The import covers supported CRM records, not every table or Dynamics 365 feature.
Explore integrationsAI assistant
Describe what you need. Continue visually.
Ask the assistant to find information or help with a supported action in your workspace. Then open the task, contact or tool when you want to go through the details. The assistant stays within your connections and permissions.
Getting started
Start with one part of your day
Step 1
Choose your starting point
Create a workspace and start with the tools you need for one specific task.
Step 2
Add your content
Add contacts, tasks or a budget. Connect the integrations you need to work with data from other systems.
Step 3
Invite the team
Invite colleagues with the roles they need. Assign the first task and get going together.
Access and collaboration
A shared workspace with clear access
Roles and permissions
Access to data and actions follows each person’s membership and permissions in your workspace.
View plans and accessYour data and connections
Read how Foundbase handles your information and which terms apply to your account.
Read the privacy policyHelp with the next step
Get in touch with questions about setup or day-to-day use. The pricing page shows the support included in each plan.
Contact FoundbaseFAQ
Questions about Microsoft 365 Sales
Can’t find the answer? Email support@foundbase.io
Sign in with Microsoft and choose the Dataverse environment to connect to Foundbase. Import supported CRM data and use it in your work with contacts and customers.
Your Microsoft account needs access to the selected environment and its data. The import covers supported CRM records, not every table or Dynamics 365 feature.
Yes. Foundbase is an AI-powered platform with visual tools for CRM, tasks, budgeting, contracts, strategy and more. You decide which tools to use. Access to features and integrations depends on your plan and permissions.
The assistant can find information and help with supported actions in your workspace, such as tasks, contacts and follow-ups. It works with the data, connections and permissions you have access to, and you can always carry on in the visual tools.
Choose based on the features you need. The pricing page lists the current plans, user limits and included features. Automations and some integrations may require a higher plan.
Get started
See how Foundbase fits your work
Create a free account and pick the tools you want to start with, or explore the demo with sample data.
Try Foundbase free for 14 days
- No credit card required
- Then stay on Free with CRM and task management
- Or choose a plan with unlimited AI, contracts, e-signatures, budgets, integrations and automations
See Foundbase in a live demo
Explore a workspace with sample data right away, or book a call and we'll show you the assistant and what Foundbase can do for you.
Meet the team behind Foundbase
We're based in Odense