The integration of Dynamics 365 and EngageBay combines ERP and CRM capabilities with EngageBay’s automation in marketing, sales, and service. It ensures Contacts, Companies, Deals, Tickets, Call Logs, Products, and Tasks are synchronized, offering a unified approach to managing operations and customer relations. This keeps data current across systems, improving efficiency, engagement, and growth through strategic alignment.
Synchronize your Contacts, Companies, Deals, Tickets, Call Logs, Products, and Tasks for a complete overview, enabling smoother business operations and coordinated customer interactions.
Connect Dynamics 365 data with EngageBay to manage contacts, track deals, handle tickets and tasks, and manage products with up-to-date information, personalizing customer experiences.
Combine Dynamics 365’s ERP and CRM with EngageBay’s tools for synergistic sales and marketing efforts, using shared data for more effective campaigns and faster deal closures.
Tickets, Tasks, and Call Logs synchronization lets your support team provide personalized, efficient service, with comprehensive data facilitating quicker issue resolution.
Ensure consistent information across platforms by synchronizing Products and Tasks, aiding in inventory management, marketing campaigns, and keeping sales teams informed.
Easily integrate EngageBay with the tools you already love.
One platform for all your Marketing, Sales, and Support teams.
