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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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.
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 18 May 2022 @ 06:31 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
62
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.

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Have questions about how Akita Integrates with Microsoft Dynamics?

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