Bring your data together and sync record types

SalesScreen + Microsoft Dynamics 365

Synchronize deals and sales activities from Microsoft Dynamics 365 as KPIs in SalesScreen! Our real-time integration lets you synchronize Dynamics 365 activities within SalesScreen and visualize your most important data in easy-to-read dashboards. Once data is flowing, you can run competitions, set up achievements, and celebrate with the whole team whenever milestones are hit.

Benefits

• Real-time access to Dynamics 365 activities
• Easy-to-read dashboards for a holistic overview of all goal progression
• Quick create competitions using Dynamics 365 activities makes it easy (and fun!) to hit targets

Integration Set Up

Setting up with Microsoft Dynamics 365 is simple, easy and only requires a few steps that you can do yourself once in SalesScreen - no technical skill required! You can learn how to set up your Dynamics 365 integration here!