Microsoft Dynamic CRM Sales

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.

Related Resources

Insights from Dynamics 365 Sales data

Getting Insights from Dynamics 365 Sales data

Customer relationship management (CRM) systems play a crucial role in managing customer interactions, streamlining business processes, and improving profitability. Nowadays, businesses ranging from startups to large enterprises are tailoring prebuilt CRM systems to fit their unique needs. Microsoft Dynamics 365

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