Configuring Blinq
Once connected, you can control how Blinq syncs data to Microsoft Dynamics. Toggle any option on or off at any time from Settings → Integrations → Microsoft Dynamics.Export contacts as Contacts or Leads
Choose whether Blinq exports your contacts to Dynamics as Contacts or Leads. Contacts is the default. You can update this setting at any time in your integration settings.Automatically update changes to Blinq contacts in Dynamics
When enabled, Blinq automatically updates Dynamics whenever you change a contact’s details. Your CRM stays current without manual re-entry. This is on by default.Sync contact notes
When enabled, Blinq syncs notes from a contact to Dynamics as notes on the associated record. This is on by default.Sync contact tags
When enabled, Blinq syncs tags from a contact (including contact tags, workspace tags, and campaign tags) to custom fields on the Dynamics record. This is on by default.Automatically export new Blinq contacts to Dynamics
When enabled, Blinq automatically exports every new contact to Dynamics as a Contact record. When disabled, you can still export contacts one at a time from All company contacts. This is on by default.Allow team members to export
When enabled, team members can export their own contacts to Dynamics. When disabled, only admins can export. This is off by default.Sharing contacts to Dynamics
Blinq automatically shares contacts captured on a team card with your team. No manual sharing required.