Akita Integrations Directory

Customer Success Software that Integrates With Microsoft Dynamics

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.

All Integrations

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Data We Request from Your Microsoft Dynamics Account
Connection Instructions
Microsoft Dynamics + Akita — The Results
Getting Started

Microsoft Dynamics In Brief
Founded	1975
Founder(s)	Bill Gates and Paul Allen
Headquarters	Redmond, Washington, USA
Price	From $15 USD
Website	Visit

Data Retrieved

Information We Request

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

Data Adapter	Every 12 hours
Deal	Every 12 hours
Organization	Every 24 hours
Person	Every 24 hours
Task	Every 12 hours
Ticket	Every 12 hours
User	Every 12 hours

Connection Instructions

How to Connect Microsoft Dynamics and Akita

Head to the Integrations section in Akita. You'll find it under Settings (the cog icon ) in the left menu bar.

Click the Connect Provider button.

Connect Provider

Select Microsoft Dynamics from the list of available integrations.

Microsoft Dynamics

Fill in the form to complete the connection. For this, you will need your CRM Web Address from your Microsoft Dynamics account.

CRM Web Address

https:// CRM Web Address .dynamics.com

Required

Submit

That's it – all done!

Integration Results

Your Microsoft Dynamics Customer Data in Akita

Once connected, your Akita account will begin populating with your Microsoft Dynamics data.

Bresler's Ice Cream

Ticket Submitted

Source Web
Priority Medium
Status Open
Description Hello, I'm having problems adding a new user. Help! Thanks, Janet.

Created on 31 May 2023 @ 06:29 PM

This data will appear alongside all your other customer interactions for a 360° view.

Accounts

1762

NPS

-10

MRR

$689,420

Segment your accounts based on data from your Microsoft Dynamics account, and from your other business tools.

Ticket Microsoft Dynamics Status Status Open Open AND +

MRR Chargebee More Than > $1000 1K AND +

NPS Delighted Less Than < 7 7

128 Accounts Matched. Save as Segment

Define lifecycle stages and make sure customers stay on track.

Onboarding

134 ACCOUNTS
$72,900 MRR

CSM Insight Score

Targets 216 / 392 Achieved

Tasks 382 / 588 Achieved

Build Customer Success playbooks, alerts, health scores and more — all using the wealth of data gathered from your integrations.

Get the Ball Rolling

Want to learn how Akita can save your Customer Success team time?

We'd love to show you Akita in more detail and answer any questions you have about integrating Microsoft Dynamics with our Customer Success platform.

Fill in the form below to schedule a demo and get started with your Customer Success efforts.

Have questions about how Akita Integrates with Microsoft Dynamics?

We'd love to hear them! Just email us at hello@akitaapp.com.