Customer Success Software

SaaS Directory » Microsoft Dynamics CRM

Integrate With Microsoft Dynamics CRM

Customer Relationship Management (CRM), Customer Support, Help Desk

Microsoft Dynamics CRM In Brief
Founded 1975
Founder(s) Bill Gates and Paul Allen
Headquarters Redmond, Washington, USA
Price From $15 USD
Website: microsoft.com/en-us/dynamics/crm.aspx

Akita shows you how and when your customers interact your business.

With Akita's intelligent alerts you never miss important interactions between you and your customers.

Request a Demo See if Akita is right for your company.

Microsoft Dynamics CRM is a Customer Relationship Management (CRM) software system that provides a unified sales, marketing and customer service platform for businesses. Launched as "Microsoft CRM" in 2003, Microsoft Dynamics CRM was subsequently included with the Microsoft Dynamics product suite in 2005. Dynamics is developed by Redmond, Washington-based Microsoft Corporation, founded by Bill Gates and Paul Allen in 1975.

Microsoft Dynamics CRM features include:

  • Sales
  • Customer Service
  • Marketing

The software integrates closely with Microsoft's online office suite--Office 365.

Microsoft Dynamics CRM Online has a number of different price points and contract structures beginning at $15 per user per month. Additional add-on components such as "Microsoft Social Listening" and "Microsoft Dynamics Marketing" require an additional fee.

Microsoft offers a free 30-day trial of Dynamics CRM to help companies evaluate this feature-rich product.

What Information We Request

When you connect Microsoft Dynamics CRM with Akita, we automatically collect information on the following:

Deal Every 60 minutes
Organization Every 60 minutes
Person Every 60 minutes
Ticket Every 60 minutes
User Every 60 minutes

How to connect your Microsoft Dynamics CRM account to Akita:

Integrating Microsoft Dynamics CRM and Akita couldn't be easier. To do so, follow these simple instructions:

  1. Sign into https://app.akitapp.com and click on the "Account" link accessible in the drop down menu at the top right of the screen.
  2. Click on the Services link to view your existing integrations.
  3. Click on "Add Service" and then browse to "Microsoft Dynamics CRM" using the alphabetical menu at the top of the list.
  4. Click "Connect Service". You will be transferred to the Microsoft Dynamics CRM website where you can authorize Akita to access information on your behalf.

That's it. You are ready to start utilizing Microsoft Dynamics CRM directly from your Akita account.