Why you should automate with Microsoft Dynamics 365
Sync orders across your business
Why these integrations and automations matter:Don’t let orders fall between the cracks because you can’t access up-to-date entries. Move orders smoothly from purchase to fulfillment by syncing Dynamics 365 with your sales apps.
Streamline quote-to-cashThe quote-to-cash process should be straightforward – otherwise, you could lose the trust of leads before you close the deal. Sync Dynamics 365 with apps like Salesforce or Zendesk to keep everyone on the same page.
Sync order details and statusWhen you sync orders across platforms, you can rest assured you’re always looking at up-to-date order details. Whenever someone makes a new order in Salesforce or Zendesk, that order also auto-generates in Dynamics 365.
Get a message when you need to take actionIntegrate Dynamics 365 with apps like Slack or Microsoft Teams to set up message alerts when you need to intervene in an order. For example, you might set up an alert every time an account misses a payment. You can even securely take action in Slack or Teams, without opening Dynamics 365.