Connect your Microsoft Dynamics CRM with Bold BI to track your customer engagement better. The benefits of using Bold BI with Microsoft Dynamics CRM include:
- Prepare a dashboard with drill-down capability like a sales pipeline funnel configured to show open opportunities at different stages.
- Extract data web APIs supported by Dynamics 365 and track the right leads, contacts, and opportunities.
- Combine KPIs from relevant data sources like Salesforce, Smartsheet, and Zoho CRM and create integrated dashboards to track the financial pulse of your business.
