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Microsoft Dynamics 365
Run outreach on your Dynamics 365 accounts and keep every record current.
Connect Dynamics accounts, leads and opportunities to Alta's agents. Enterprise CRM data in, qualified pipeline out.
Overview
Alta works from your enterprise CRM data. It reads accounts, leads and opportunities, so targeting starts from the customers and deals you already have, and writes contacts, activity and outcomes back as prospects move through campaigns.
Connect accounts, opportunities and service records. Alta reads the full customer picture and acts on it across sales and support.
How it works
Target your real book of business
Alta reads accounts and opportunities, so outreach starts from the deals you already have.
Records that stay current
Contacts, activity and outcomes are written back as prospects move through campaigns.
Custom actions in workflows
Read or write contacts, accounts, leads or opportunities from any Alta workflow.
What syncs
From Dynamics 365
- Accounts
- Contacts
- Leads
- Opportunities
To Dynamics 365
- Contacts and leads
- Accounts
- Emails
- Calls
- Outcomes
Set up
01
In Alta, go to Settings > Integrations and pick Microsoft Dynamics 365.
02
Authorize the connection with your Microsoft account.
03
Choose when Alta writes back and map your fields.
Microsoft Dynamics 365
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