Microsoft Dynamics 365 Integration

What is Microsoft Dynamics 365

Microsoft Dynamics 365 is a CRM and business application that connects people, products, and data to help companies transform customer experiences and business processes.

CRMs are the backbone of most sales teams — they are where you track leads, keep track of customers, and stay on top of all communications.

How does Leadfeeder’s CRM integration work

Integration makes it easier for sales and marketing teams to share data. It also makes it easier to dive deeper into data to better understand what types of customers visit your website — and what they do once they get there.

By integrating Dynamics 365 with Leadfeeder, you can see which website visitors are known to you and exist in your CRM already, as well as create new Leads, Accounts, Tasks and Opportunities directly from Leadfeeder.

Best of all, you can automatically send website visitor activity from Leadfeeder to Dynamics 365 to enable both upsell and new sales opportunities, turning your sales pipeline into a well-oiled machine.

Leadfeeder’s data sync will look for any existing accounts or leads in your CRM and automatically connect the data. In Leadfeeder you will see a Dynamics 365 icon next to every connected identified company, plus a new folder of CRM specific custom feeds.

• You can choose to automatically push page visits to Dynamics 365, or turn this setting off and use it as a read-only integration.
• For identified companies that do not match an existing CRM account, you have the option to manually or automatically create a new account or lead.

Benefits of Integrating Dynamics 365 and Leadfeeder

By integrating your CRM with Dealfront, you can:

• Identify companies visiting your website that already exist in your CRM
• Automatically or manually push visit information from Leadfeeder to Dynamics 365
• Create new accounts or leads in Dynamics 365 using Leadfeeder data
• Create new tasks or deals for connected companies in Leadfeeder
• Include or exclude companies already present in your CRM from custom feeds
• Filter custom feeds by deal status, sales owner, and more
• Send email or slack notifications to the right sales person each time their account visits your website
• Add relevant contacts to existing Dynamics 365 deals by revealing their contact details in Leadfeeder

Use Cases

• Create new opportunities: Increase productivity by reducing the time spent adding new opportunities to your sales pipeline.
• Add contacts to existing opportunities: Increase your deal closure rate by revealing contact details for all relevant stakeholders in open opportunities. Automatically add relevant contacts from within the company to open opportunities in Dynamics 365.
• Exclude existing prospects: Boost productivity by minimizing the time spent identifying new prospects. Exclude companies already linked to Dynamics 365, efficiently removing existing customers/prospects from feeds.
• Turn page views into pipeline: Automatically create CRM opportunities or tasks for your sales team when target companies show buying intent by visiting your website, enhancing efficiency and driving higher conversion rates through timely engagement.

How to get started

• Step 1: Log in to Leadfeeder, or sign up and score a free 14-day trial.
• Step 2: If you’re already using MS Dynamics 365, follow this guide to add the integration today —it’s simple!
• Step 3: Curious to see how you can use the Dynamics 365 integration? Read this article to get started.