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Microsoft Dynamics CRM Integration

Integrate Microsoft Dynamics CRM with Sapho Employee Experience Portal to monitor and manage leads, opportunities, and cases without requiring additional logins

MS Dynamics CRM is a customer relationship management solution that focuses on sales, marketing, and services.

The integration between MS Dynamics CRM and Sapho allows employees to not only monitor the status of leads that interest them, but also add new leads, change the status of opportunities, resolve customer cases, and create activities directly from Sapho.

What you can do with the Microsoft Dynamics CRM integration

Turnkey micro apps

MS Dynamics CRM Analytics
  • Provides overall analytical charts for leads, opportunities, and cases.
MS Dynamics CRM Cases Lookup
  • Provides a searchable list of cases with case details.
MS Dynamics CRM Lookup
  • Provides searchable lists of leads, opportunities, and accounts with corresponding details.
MS Dynamics CRM My Accounts
  • Provides a searchable and personalized list of accounts and contacts with corresponding details.
MS Dynamics CRM My Cases
  • Provides a personalized list of cases and an additional search of all cases.
MS Dynamics CRM My Leads
  • Provides a personalized list of leads and an additional search of all leads.
MS Dynamics CRM My Opportunities
  • Provides a personalized list of opportunities and an additional search of all leads. Opportunity details include information about the account with a list of contacts and their details.
MS Dynamics CRM Submit Lead
  • Provides a form for lead submission and a searchable list of all leads.
MS Dynamics CRM My Activities
  • Provides a personalized list of activities like tasks, phone calls, and appointments. Activity details include information about the account, contact, lead, case, or opportunity to which the activity is connected.

Event notifications

Users are notified if any of the following events occur:

  • New account assigned
  • Existing account assigned
  • New case assigned
  • Existing case assigned
  • Case status changed
  • Lead assigned
  • Lead status changed
  • Opportunity assigned
  • Opportunity closed won
  • Opportunity closed lost
  • New activity created
  • Activity assigned

Write-back actions

Users are able to perform the following on MS Dynamics CRM incidents, leads, opportunities and activities:

  • Close an incident (resolve case)
  • Close opportunity as won
  • Close opportunity as lost
  • Create new lead
  • Create new activity (task, phone call or appointment)

Note: The turnkey micro apps, event notifications, and write-back actions listed on this page are completely extensible and are provided for informational purposes only. Customers are able to create their own micro apps and include event triggers that are most important to them.