Dynamics 365 - EngageBay integration

Dynamics 365 Integration Overview

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.

With the Dynamics 365 - EngageBay integration, you can:

Boost Operational Efficiency.
Streamline Customer Interactions.
Enhance Sales and Marketing Collaboration.
Elevate Customer Support.
Optimize Product and Task Management.
Improve Communication.
Make Data-Driven Decisions

EngageBay-Dynamics 365 Integration Features

Unified Business Management

Synchronize your Contacts, Companies, Deals, Tickets, Call Logs, Products, and Tasks for a complete overview, enabling smoother business operations and coordinated customer interactions.

Streamlined 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.

Sales and Marketing Collaboration

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.

Enhanced Customer Support

Tickets, Tasks, and Call Logs synchronization lets your support team provide personalized, efficient service, with comprehensive data facilitating quicker issue resolution.

Optimized Product and Task Management

Ensure consistent information across platforms by synchronizing Products and Tasks, aiding in inventory management, marketing campaigns, and keeping sales teams informed.

Dynamics 365 connects and integrates with these EngageBay features

CRM

Contact Management Companies Deals Products Tasks

Marketing

Call Log

Support

Tickets

HAPPY CUSTOMERS SHARE GREAT REVIEWS ON G2

Client Testimonials

"Engagebay works pretty well with my business. I was using ActiveCampaign but the costs were adding up quite quickly. I tried other platforms but the automation sequence offered by ActiveCampaign is not easy to find, until, I got Engagebay. The platforms offer an awesome automation platform for emails, plus landing pages and forms. It works quite well and can be a perfect substitute."

Leonardo W.

Founder, Wolff Consultoria

"The software is easy to set up and implement. I feel EngageBay is quickly becoming a marketing automation competitor to the premium SAAS offerings. EngageBay's customer support has been very responsive and helped me resolve an implementation issue almost immediately."

Shawn L.

Marketing Manager, List Biological Laboratories, Inc

"A full-featured marketing platform. With this, you have all you need to get started and succeed. Having all in one platform make any marketer job much easier."

Santiago B.

Southern Europe Director, Triptease

"EngageBay has everything I need when it comes to managing customer relations and sales activities. The features I most frequently use are automation for sending emails, managing sales, and marketing automation. Plus, having a built-in live chat and help desk tool makes it really easy to engage with customers."