Microsoft Dynamics CRM connector details

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Microsoft Dynamics CRM is a customer relationship management solution that focuses on sales, marketing, and services.

The integration between Dynamics CRM and Sapho allows employees to not only monitor the status of leads that interest them, but to also add new leads, change the status of opportunities, and resolve customer cases directly from Sapho.

 

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Note: The turnkey micro apps, event notifications and write-back actions listed on this page are completely extensible and are provided for informational purposes only. Customers are able to create their own micro apps and include event triggers that are most important to them.

 

Turnkey micro apps

Dynamics CRM Analytics

  • Provides overall analytical charts for l leads, opportunities, and cases.

Dynamics CRM Cases Lookup

  • Provides a searchable list of cases with case details.

Dynamics CRM Lookup

  • Provides searchable lists of leads, opportunities, and accounts with corresponding details.

Dynamics CRM My Accounts

  • Provides a searchable and personalized list of accounts and contacts with corresponding details.

Dynamics CRM My Cases

  • Provides a personalized list of cases and an additional search of all cases.

Dynamics CRM My Leads

  • Provides a personalized list of leads and an additional search of all leads.

Dynamics CRM My Opportunities

  • Provides a personalized list of opportunities and an additional search of all leads. Opportunity details include information about the account with a list of contacts and their details.

Dynamics CRM Submit Lead

  • Provides a form for lead submission and a searchable list of all leads.

 

Event notifications

Users are notified if any of the following events occur:

  • New account assigned
  • Existing account assigned
  • New case assigned
  • Existing case assigned
  • Case status changed
  • Lead assigned
  • Lead status changed
  • Opportunity assigned
  • Opportunity closed won
  • Closed lost

 

Write-back actions

Users are able to perform the following on MS Dynamics CRM incidents, leads and opportunities:

  • Close an incident (resolve case)
  • Close opportunity as won
  • Close opportunity as lost
  • Create new lead