Dynamics 365 Integration Profiles

The Microsoft Dynamics 365 solution is flexible and customizable to meet the needs of your business. Integrate multiple CRM tools into a powerful integrated solution to meet the needs of specific lines of business or use standalone applications.

• Log and track emails better
  While typical free email tracking tells you when an email is opened, some add-ins go further. If you’re using Outlook, Outlook 365, or Gmail for email, you can track and log emails once you’ve installed the appropriate extension or add-in for HubSpot Sales. You get a pop-up instantly when an email is opened and, if you’re a Microsoft Dynamic 365 or Enterprise user, you’ll also know when a link is clicked. A logged email appears on a recipient’s Microsoft Dynamic 365contact timeline, helping you keep a record of all email communications and where the prospect is in the sales funnel.
  It’s helpful to know exactly when and how a recipient interacts with your email, and it’s great because the CRM is working for you to improve your efforts. You don’t have to log these manually; it’s automatic, saving you time and helping you be a better salesperson.
• Use the Documents tool
  You can build a library of up-to-date marketing and sales content for your entire team and easily add a link to them in your emails with this tool. Get instant alerts when contacts interact with your content and see aggregate metrics on your content performance. The file size limit for documents is 250 MB, and you’ll have limited access unless you have a paid seat. Documents are publicly shared, so the tool should NOT be used to send sensitive or confidential information.
• Enroll contacts in a sequence
  Nurture contacts over time using the Sequences tool. Send a series of personalized, timed email templates and, when targets reply or book a meeting, they’re automatically unenrolled from the sequence. Follow-up task reminders also help automate communication with your leads, including multiple different actions and business processes for a list of contacts using contact-based workflows.
  You can set up a sequence of emails to be sent out to your contacts to automate your follow-up. Take the example above, which is a sequence for following up after a trade show. It’s simple and utilizes the power of well-timed, repeated contact.

CRM requires a full view of virtually all enterprise data, linking it seamlessly to traditional software is not only desirable but crucial in the effort to maintain high levels of customer satisfaction and business productivity.

• Reducing the cost
• Reduce Production Cost
• For customer retention
• Increase your reach
• Reduce the duplication

Integrating software from scratch is never an easy task. Fortunately, most CRM platforms provide either pre-integrated solutions or streamlined processes to help you get started quickly. After all, CRM vendors have their own sales and reputations to think about.

Still, some challenges do arise. Home-grown software, for one, may not integrate as smoothly as a leading business solution, particularly if it does not support a popular API. Integration will also require a common database, which means all legacy data on current platform silos will have to be migrated into a new universal domain. This can be a tricky endeavor, considering that most business units have grown accustomed to working with their data just as it is.

Integrations are helpful tools for virtually every business, no matter the size or industry. There are integrations suited for every type of company (startups, SMBs, and enterprise companies) with any purpose (advertising, analytics, or content).

If you sell software, as we do at Microsoft Dynamic 365, you’ll find yourself not only using connections for your internal software but also for your customers to use along with your software. This is because your software may not have every feature and function your customers need to run their business. So, by adding an integration, they’ll get that added feature or function while continuing to use your software.

Referring back to our analogy, without the integration, or connector cable, your laptop wouldn’t be able to communicate with your TV to allow you to watch Friends on the big screen. You need that integration or cable, to allow for added functionality and watch the show on TV — without it, this wouldn’t be possible.

Hexasync integration platform will automatically import your customers, products, and orders from eCommerce to Microsoft Dynamic 365 and keep them synchronized. No manual data entry is needed and creates a centralized view of the customer for all your teams.