Customer Success Software that Integrates With Microsoft Dynamics
Microsoft Dynamics CRM is a Customer Relationship Management (CRM) software system that provides a unified sales, marketing and customer service platform for businesses. Launched as “Microsoft CRM” in 2003, Microsoft Dynamics CRM was subsequently included with the Microsoft Dynamics product suite in 2005. Dynamics is developed by Redmond, Washington-based Microsoft Corporation, founded by Bill Gates and Paul Allen in 1975.
Microsoft Dynamics CRM features include:
- Sales
- Customer Service
- Marketing
The software integrates closely with Microsoft’s online office suite–Office 365.
Microsoft Dynamics CRM Online has a number of different price points and contract structures beginning at $15 per user per month. Additional add-on components such as “Microsoft Social Listening” and “Microsoft Dynamics Marketing” require an additional fee.
Microsoft offers a free 30-day trial of Dynamics CRM to help companies evaluate this feature-rich product.
How to Connect Microsoft Dynamics and Akita
Step 1
Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.
) in the left menu bar.
Step 2
Click the Connect Provider button.
Microsoft Dynamics
Step 3
Select Microsoft Dynamics from the list of available integrations.
Step 4
Fill in the form to complete the connection. For this, you will need your CRM Web Address from your Microsoft Dynamics account.That’s it – all done!
Your Microsoft Dynamics Customer Data in Akita
- Once connected, your Akita account will begin populating with your Microsoft Dynamics data.
- This data will appear alongside all your other customer interactions for a 360° view.
- Segment your accounts based on data from your Microsoft Dynamics account, and from your other business tools.
- Define lifecycle stages and make sure customers stay on track.
- Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.