Integrations and Apps
See what you can integrate and how!
Databook Teams App InstallationThis document contains instructions on how to install the Databook App for Teams.
Microsoft CoPilot for Sales
Help for getting setup on Microsoft CoPilot for Sales
Databook C4S - Dynamics 365 CRMThis document contains instructions for granting Databook C4S permissions to read data from Dynamics 365. The document is an adaptation of the official documentation on Microsoft Entra.
Databook C4S - Salesforce CRMThis document contains instructions for granting Databook C4S permissions to read data from Salesforce CRM. The document describes integration using OAuth 2.0 Client-Credentials Flow.
Databook C4S - User GuideThis document contains instructions on how to use the Databook Copilot for Sales extension. The document further assumes the Databook Copilot for Sales extension is already installed in M365.
Databook C4S - Business CaseThis document contains an overview of how integrating Databook C4S insights with Microsoft Copilot for Sales enhances decision-making, productivity, and workflows for sales teams.
Databook C4S - InstallationThis document contains instructions on how to install the Databook Copilot for Sales extension. The document further assumes that Microsoft Copilot for Sales is already installed in M365.
Databook Sales Cloud App
Help articles relating to the Databook application and integration for Salesforce
How do I see recommendations and insights for my opportunities in Salesforce?The Databook app for Sales Cloud provides customer intelligence about your opportunities in CRM
How do I download one-click presentations from Salesforce?Automated briefings, account plans, executive POVs and sales decks can be downloaded from CRM