Integrations
Microsoft Dynamics 365
Dynamics 365 is a cloud-based business application platform that helps service and support teams to deliver personalized and proactive customer experiences.
Microsoft Dynamics 365
Why Use Microsoft Dynamics 365
Keep your CRM records in Vivantio completely synchronised with Microsoft Dynamics 365. Many companies use Microsoft Dynamics 365 as their sole source of truth for customer information and your Service and Support teams need up to date and accurate access to that data. This enables them to have a 360 degree view of your customers without having to log into different systems. Map the information from Microsoft Dynamics 365 into Vivantio’s core fields and custom fields to give your team all the information to provide the best possible service to your customers. Also push details back into Microsoft Dynamics 365 so your Sales and Marketing teams have visibility into the health of your customers.
Microsoft Dynamics 365
Functionality
To perform one-way or two-way integration with Hubs Microsoft Dynamics 365 pot you can use our platform service partner, Albato, that is built directly into the Vivantio admin area.
The below screenshot shows how information can be mapped and kept synchronised with the Vivantio Client area, while further integrations can be built to pass tickets from Vivantio into other objects with Microsoft Dynamics 365.
