Jiminny

How Jiminny connects to Dynamics 365 Sales, what it syncs and logs, and how calls are matched to Leads, Contacts, Accounts and Opportunities.

Microsoft Dynamics 365 Integration with Jiminny

Explains how the integration between Jiminny and MSDynamics CRM works

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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