Microsoft Dynamics CRM
Microsoft Dynamics 365 is a cloud-based CRM platform that helps businesses manage sales, customer relationships, marketing, and service operations in one unified system.
- CRM & Revenue
Microsoft Dynamics 365 is a cloud-based CRM platform that helps businesses manage sales, customer relationships, marketing, and service operations in one unified system.
What Adopt agents can do with Microsoft Dynamics CRM
- Read accounts, opportunities, and quotes
- Pull pipeline and won revenue data
- Reconcile CRM records to billing
- Track customer data for AR follow-up
Why finance teams connect Microsoft Dynamics CRM
Adopt agents read from and write to Microsoft Dynamics CRM over a governed connection, so close, reconciliation, and reporting work runs across Microsoft Dynamics CRM and the rest of your finance stack without manual exports or swivel-chair data entry.
What you can do
Read accounts, opportunities, and quotes
Pull pipeline and won revenue data
Reconcile CRM records to billing
Track customer data for AR follow-up
