Microsoft Partner Center Referrals Power Automate solution is designed to help you synchronize Co-sell referrals between Partner Center and your lead management or sales CRM system. It enables you to work on the CRM of your choice without the need to visit Partner Center to manage your referrals.

The solution currently supports bi-directional synchronization of all independent (direct) and co-sell (shared) referrals between Partner Center and Microsoft Dynamics 365 CRM using the Microsoft Power Automate platform and the Partner Center APIs.

Here's what you need to do:

Get started by deploying the solution
Configure to activate workflows in Power Automate
Customize to align field mapping to your customization
Render synchronization with one-click from your CRM instance

Refer to documentation for more details: The co-sell connector for Dynamics 365 CRM Partner Center - Partner Center | Microsoft Docs

Note: The solution is in preview state and available for guided deployment only. The solution should be widely available in August 2021.

Partner Center Referrals Connector for Dynamics365

Автор: Microsoft Partner Center