People.ai

Microsoft Dynamics Integration

Microsoft Dynamics

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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Introduction to Backstory

Create Your Account

Install the Chrome Extension

New Product Releases

Get Started

Backstory Support Services

Download a HAR File

Support

Activity Capture

Automatic Activity Capture and Filtering

Automatic Activity Matching

Automatic Contact Creation

How Activity Capture Works

Review, Edit, and Troubleshoot Captured Activities

Adjust Activity Filters with the Engagement Log

Review and Edit Activities

CRM Activity Sources

CSV Enrichment

Email and Calendar Exclusions

CRM Pull Exclusions

CRM Push Exclusions

External ID Mapping

Email Bounceback Detection

Multiple Account Domain Support

Multi-Opportunity Matching

Automated Lead Conversion

Task and Event Type Fields in Salesforce

Custom Title Classification

Configure Activity Capture (For Admins)

Data Security and Privacy

Request Data Erasure Under GDPR

Backstory GDPR Compliance

Security and Privacy

Webinar: Matching 101

Additional Resources

Backstory Platform

Engagement Dashboards Overview

Engagement Dashboards: Tables

Engagement Dashboards: Boards

Account/Opportunity 360

Engagement Metrics

Engagement Dashboards

Creating and Customizing Backstory Sheets

Creating and Updating Salesforce Records with Backstory Sheets

My Meetings

Backstory App (Formerly PeopleGlass)

Signals

Signals Webinar

Webinar: Level Up Your GTM AI Maturity

Measure What Matters Webinar

Backstory Forecasting

Forecast Headlines

Pipeline Changes

Weekly Forecast Trends Email

Forecasting

Create a Forecast Type

Forecast Hierarchy Management

Configuration (For Admins)

Introduction to ClosePlan

ClosePlan ROI Overview Dashboard

Plan to Win: Mastering ClosePlan Webinar

ClosePlan

ClosePlan Account Plans

Account Plan Export

Whitespace Maps Overview

Managing Business Units in Whitespace Maps

Account Plans

Scorecards

Playbooks Strategy & Mutual Action Plans

Coaching with Playbooks

Visualizing the Impact of Delays

Playbooks

Relationship Maps

Importing an Existing Relationship Map

Smart Stakeholder Cards with Data Foundation

Using Picklist-type questions in your Scorecard Template

Adding Manager Validation Questions to your Scorecard Template

Managing Existing Templates & Creating New Versions

Assigning Licenses

Playbooks: Setting Dependencies

Playbooks: Creating and Editing a Playbook Template

Setting Filters for Templates

Account Scorecards: Creating and Editing Account Plan Templates

Auto-deploy Closeplan Templates

Relationship Map Templates

Initiatives: Adding Custom Fields

Updating Existing Opportunities to a New Template Version

Enabling Closeplan Integration with Engagement Dashboards by Backstory

Using the Field Link Question Type

Copying Closeplan Templates between Salesforce Instances

Overview: Creating & Editing Account Plan Templates

Whitespace Map Bulk Upload

Whitespace Maps: Creating and Editing a Whitespace Template

Importing Scorecard Templates

Account Plan Export: Configuring Presets

Add ClosePlan Links in Salesforce

Configuration

Backstory MCP Overview

Connect Claude to Backstory

Connect ChatGPT to Backstory

Connect n8n to Backstory

Connect Gemini CLI to Backstory

Connect Microsoft Copilot to Backstory

Admin Panel Page Directory

Backstory Administrator Access and Responsibilities

Administration

Single Sign On

Domains

General Settings

Organization Settings

Users and Teams

Configuration Profiles

User Settings Rules

Custom Teams

User Management