Microsoft Dynamics 365 CRM includes a full feature set for your sales team to manage leads, opportunities, activities, the sales pipeline, and forecasting. 

While the software has plenty to offer, you may want to add tools to your CRM environment to manage other functions of your sales and marketing process. Additionally, you may want to connect your CRM to the systems you use in different areas of your business. 

If you’re looking for other products to use with Dynamics 365 CRM, the first place to start is with Microsoft itself. The Dynamics 365 portfolio includes applications for Marketing, Customer Service, and Field Service designed to work with Dynamics 365 Sales. Microsoft also offers Dynamics 365 Business Central for finance and operations, Power Automate for custom workflows, and Power BI for data analysis and visualization. 

If your needs fall outside of what Microsoft offers or if you want to explore other options, check out the top eight integrations our customers use with Dynamics 365 CRM. 

8 Microsoft Dynamics 365 CRM Integrations That Can Boost Your Business

Marketing Automation

Many third-party marketing automation solutions offer similar functionality to Microsoft’s marketing products. One of the most popular options is HubSpot Marketing Hub, which brings powerful marketing automation capabilities to your existing software environment. The custom integration between HubSpot and Microsoft enables two-way synchronization that keeps data accurate. Plus, HubSpot and Microsoft work in tandem to bring breadth and depth to your sales and marketing data with features such as: 

• Email marketing 
• Web intelligence 
• Campaign automation 
• Lead nurturing 
• Lead scoring 
• Event management 
• Landing page development 
• Web form and survey creation 

Many other marketing automation products are available for Dynamics 365 CRM users, including MailChimp, Constant Contact, ClickDimensions, Marketo, and Adobe Marketing Cloud.  

To explore your options related to marketing automation in more detail, check out our list of the top marketing automation products used with Dynamics 365 CRM. 

LinkedIn Sales Navigator

Microsoft bought LinkedIn in 2016 and has incorporated the platform into solutions like Dynamics 365. This integration, the Sales Navigator tool, lets you access LinkedIn directly within Dynamics 365 CRM, search LinkedIn profiles, save leads, and set up alerts about changes (such as a job promotion) on a lead’s profile.  

Document Creation Tools

Dynamics 365 CRM lets you populate proposals, quotes, contacts, and other sales documents with CRM data. When these files are exported, they stay connected to the corresponding CRM opportunity. Opens and views are tracked in Dynamics 365 CRM, so you can see their status anytime. 

You may want a more robust document management solution if many of your forms require signatures. Integrating a document creation tool like PandaDoc can enhance efficiency when you are ready to move into the quote or proposal stage of your sales process. 

Finance and Operations

Integrating your CRM with your ERP solution is crucial for keeping your entire organization on the same page. As part of the Dynamics 365 portfolio, Dynamics 365 CRM already connects to Microsoft’s existing ERP solutions—Dynamics 365 Business Central for small and mid-market businesses and Dynamics 365 Finance and Dynamics 365 Supply Chain Management (formerly Dynamics 365 Finance & Operations) for enterprise businesses. Alternatively, you can integrate your CRM with your chosen ERP or financial solution. 

Some of the benefits of integrating your CRM and ERP systems include: 

• Eliminating the need for manual data entry 
• Ensuring accuracy when sharing information (such as customer records, orders, invoices, product information, and other data) across systems 
• Improving the effectiveness of your supply chain and inventory management by viewing CRM data in your ERP  

Project Management

Service companies managing concurrent projects could benefit from software that tracks progress and organizes responsibilities. Integrating your CRM with your project management system helps you schedule client work, manage team resources, and keep projects on time and within budget. 

ProRM Fast Start is a simple project management tool that adds Gantt charts, time and expense tracking, and more to the Microsoft Dynamics 365 CRM interface. It’s a reasonable first step for organizations that want project management capabilities beyond what Dynamics 365 CRM can do.  

Companies with more robust project management needs may find Dynamics 365 Project Operations a better option. This Microsoft solution offers enterprise-level project management coverage for companies that need all the support they can get.  

BI Tools

Dynamics 365 CRM grants access to helpful analytics features such as dashboards and advanced find tools. Integrating a business intelligence solution like Power BI with your CRM and the rest of your software environment can bring meaningful data from across your company into one central location. 

When your CRM, ERP, and other systems bring data together, it’s easier to spot trends, identify problems, and make informed decisions.  

VoIP

Superior customer service is easier than ever with VoIP pop-ups. AppSource includes options for integrating your telephone with your CRM. While you chat with your customers, you can quickly retrieve their information and provide efficient and effective service.  

One of the best non-Microsoft integrations for VoIP is RingCentral. This add-on includes pop-ups within your CRM and other Microsoft apps and supports audio and video calls. 

Custom Integrations

Dynamics 365 CRM offers flexibility thanks to its web APIs, which make integration with other solutions easy. 

Suppose there’s not a pre-built integration available through Microsoft’s AppSource. In that case, your IT implementation partner can help you build a custom integration for any solution you use—or would like to use—in running your business. 

Powerful Possibilities

The integration options we mentioned above are just a few of the many available for Dynamics 365 CRM. Check out Microsoft’s AppSource for the complete list of integration possibilities, and contact us to assess which ones can increase your business’s productivity and profitability.