Dynamics 365

Same SCOUT packet. Dynamics Opportunity.

Swap HubSpot for Dynamics in the prompt. Stage and owner stay in Dynamics.

HubSpot·Salesforce·How SCOUT lands it

CRM and Chat start at Tactics (Pilot included). Export is on any account. Not Free, MCP Trial, or Explorer.

After the intel

Update the Dynamics opportunity with the latest recompete intel and notify Slack.

On the Opportunity

The fields do not change with the CRM name

Dynamics 365 gets the same SCOUT write as HubSpot. We show HubSpot UI on the HubSpot page because that is the live screenshot we have. The packet is this list.

  • Title
  • Close date (PoP end or response deadline)
  • SCOUT report URL
  • Dossier URL
  • NAICS
  • PSC
  • Incumbent
  • Solicitation
  • Recompete flag
SCOUT Account Settings with HubSpot, Salesforce, and Dynamics destinations
Connect Dynamics 365 once in Account Settings.
Dry-run

Preview the packet. Then push.

SCOUT CRM dry-run preview before a write
Dry-run does not write. Two matches: SCOUT asks.
MCP

Destinations live in SCOUT. The chat is just where you type.

Connect CRM and Slack in Account Settings. SCOUT MCP is how ChatGPT, Claude, or Cursor can run the land.

FAQ

Questions

What object does SCOUT write in Dynamics?
Opportunities. Same SCOUT fields as a HubSpot Deal. Stage and owner stay in Dynamics 365.
Do I change the prompt?
Swap HubSpot for Dynamics. Example: “Update the Dynamics opportunity with the latest recompete intel and notify Slack.”
Is this two-way with Dynamics?
No. SCOUT pushes. Dynamics edits do not flow back.
Which plan includes Dynamics?
Tactics, including the $90 Pilot. Connect Dynamics in Account Settings, not from ChatGPT.

Connect Dynamics 365 in SCOUT

Then swap the name in the prompt.

SCOUT pushes one way. CRM edits do not flow back. Report URLs on the record are the intel. Empty Slack means Chat is not connected. Slack is a pasted bot token — no Sign in, no DMs, no Ask SCOUT in Slack. SCOUT does not write Fit Score, PWin, or GO/NO-GO, and does not change stage or owner after create.