Microsoft Dynamics CRM for Agent Platform
The Microsoft Dynamics CRM connector enables Mark to seamlessly manage sales and marketing records in Dynamics 365 while strictly respecting admin controls and user permissions.
The Microsoft Dynamics CRM connector brings Dynamics 365 CRM into Optimizely's Agent Platform, Mark. You can search, create, and update accounts, contacts, leads, and opportunities, including custom tables. You can also log notes and tasks, qualify leads, and close opportunities as won or lost. Everything runs with each person's own Dynamics permissions.
Who benefits:
Marketing teams can add event leads to the CRM without creating duplicates, and see which deals their campaigns actually closed. Sales teams can log calls, follow-ups, and deal updates by describing them instead of filling in forms. Admins stay in control: Mark can't change records until an admin turns that on, and every change is recorded under the person who made it.
Example use cases:
- Add event leads without duplicates. For example, give Mark your webinar attendee list and ask it to create leads for anyone who isn't already in Dynamics.
- Plan campaigns around real wins. Ask Mark to compare this year's won and lost opportunities by industry and loss reason, then build your next campaign around the segments you win most.
- Ask Mark to brief you on an account before an account-based push. It pulls the account's contacts, open opportunities, recent notes, and open tasks into one summary.