Microsoft Dynamics 365
Automatically create/update Deals and data in Dynamics 365 when a proposal is sent, accepted or rejected.
Overview
Unlock the full potential of your sales process by integrating Proposales with Microsoft Dynamics 365 CRM.
This powerful connectivity enables seamless synchronization between your CRM system and Proposales, allowing you to manage your customer relationships and proposals more efficiently. Whether you're tracking leads, managing customer data, or closing deals, the integration with Microsoft Dynamics 365 CRM ensures that your sales workflow is streamlined and your data remains consistent across platforms.
With this integration, you can eliminate manual data entry, reduce the risk of errors, and gain valuable insights into your sales activities. By connecting Proposales with Microsoft Dynamics 365 CRM, you empower your sales team to focus on what they do best—building relationships and closing deals—while the technology takes care of the details.
How it works
Configuration
The configuration of this connectivity is done via Zapier, where you connect all available fields to the fields in Microsoft Dynamics 365.