Information We Request
When you connect Microsoft Dynamics with Akita, we automatically collect information on the following:
|Data Adapter||Every 12 hours|
|Deal||Every 12 hours|
|Organization||Every 24 hours|
|Person||Every 24 hours|
|Task||Every 12 hours|
|Ticket||Every 12 hours|
|User||Every 12 hours|
How to Connect Microsoft Dynamics and Akita
- Head to the Integrations section in Akita. You’ll find it under Settings (the cog icon ) in the left menu bar.
- Click the Connect Provider button.
- Select Microsoft Dynamics from the list of available integrations.
- 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.
- Source Web
- Priority Medium
- Status Open
- Description Hello, I’m having problems adding a new user. Help! Thanks, Janet.
- 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.
128 Accounts Matched. Save as Segment
- 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.
Want to learn how Akita can save your Customer Success team time?
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