Microsoft Dynamics 365 Integration
Dynamics 365 Context in the Brief. Stalled Deals Surfaced in the Week.
Made by
Secondbody.ai
Dynamics 365 connector
Category
CRM
Used for
Pre-visit briefs
Pipeline nudges
Debriefs
Coaching
Users
Field reps
Account managers
Managers
33%
Parkingeye's top-usage division over target by May
8–10 / 10
GBUK cold-call scores for consistent users, vs 6
~1 week
Manager time GBUK gets back every month
0 days
Rentokil reps taken off the road to practise
Real results, real teams
See it in action
Connect Dynamics 365 read-only and stalled deals start surfacing in the first week. That is the whole point. Rory reads the account, the open opportunities and the activity trail, and turns them into a brief before the visit and a nudge when a deal goes quiet. The rep debriefs by voice on the drive back. Managers stop spending a week a month working out which accounts went silent, because Rory already told them. Nothing here needs the customer to be recorded.
What is Microsoft Dynamics 365?
Microsoft Dynamics 365 is Microsoft's CRM and business applications suite. Large field organisations, especially in manufacturing, medical devices and financial services, run accounts, opportunities and service history in it alongside the rest of the Microsoft stack.
Integration
What Data Do Dynamics 365 & SecondBody Share?
Read-Only Works on Day One. Write-Back Is Your Call.
SecondBody reads accounts, contacts, opportunities and activities from Dynamics 365 to build the brief and spot deals with no movement. Read-only is enough to start. If you want debriefs and next steps written back to the record, you switch that on. No customer conversations are recorded. Your data trains no shared model.
Read-Only by Default
Microsoft Stack
No Customer Recording
How Dynamics Data Becomes Coaching
Nudge: an opportunity with no activity in twelve days shows up in the rep's WhatsApp with three moves before Friday. Brief: the account history becomes a prep the rep hears in the car. Drill: the objection showing up across your pipeline becomes a scenario the whole team practises.
Pipeline Nudges
Briefs From Accounts
