Microsoft Dynamics 365 is a powerful tool with a wide suite of features, including a CRM, ERP planning software, and sales features. It’s popular among enterprise-grade businesses, but the difference between a mediocre and exceptional Dynamics implementation often comes down to your integrations.
The right integrations transform it from an impressive CRM platform into a useful sales ops tool that can automate time-consuming tasks and provide actionable data.
To help you determine how to get the most out of Microsoft Dynamics, we’ve compiled a list of the best integrations to help your team.
These integrations address the most common challenges B2B sales teams face with Dynamics 365, from data quality to advanced analytics and document management. Let’s look at each.👇
Cognism is a premium sales intelligence platform that provides verified B2B contact data, including emails and mobile phone numbers. It offers GDPR and CCPA-compliant data and strong data enrichment capabilities, making it ideal for teams prospecting in Europe and North America.
The Cognism integration enables seamless data enrichment as you build and manage your prospect database. You can enhance existing records with verified contact information and import new prospects directly into your Microsoft Dynamics CRM.
Cognism users consistently highlight the platform's data accuracy, especially for European markets, stressing that it’s saved them significant time during prospecting processes.
LinkedIn Sales Navigator is a premium tool for sales teams. It offers advanced search filters, lead recommendations, and relationship-building tools, and helps you find prospects based on their up-to-date on-platform data.
The LinkedIn Sales Navigator integration lets you view LinkedIn profile information directly within Dynamics CRM records. You can sync activities and lists between the two platforms for improved list building and prospecting.
Users have shared how Sales Navigator can help them find valuable leads and improve relationship management. Users also like that it integrates with their CRM, including Microsoft 365.
HubSpot is an all-in-one marketing, sales, and service platform known for its intuitive interface and robust marketing automation capabilities.
The HubSpot-Microsoft Dynamics integration creates a data sync between both platforms. Marketing activities and lead data from HubSpot can be synced into Dynamics, while sales activities can help influence HubSpot marketing campaigns.
Users value how the integration connects marketing and sales data, creating a more unified view of the customer journey. Users also mentioned how easy it was to implement integrations with tools like Microsoft Dynamics.
Marketo Engage is a sophisticated marketing automation platform specialising in lead management, email marketing, and revenue attribution. It’s a powerful lead-nurturing and campaign management tool.
The Marketo integration enables you to sync lead, contact, account, and opportunity data between the two platforms. It also supports complex lead scoring models and the seamless transfer of leads between the two tools.
Enterprise users felt that Marketo Engage brings value with marketing automation and lead management, including lead scoring to help identify the most valuable leads. They also note how integrations with tools like Microsoft Dynamics make tracking marketing and sales efforts easier across platforms.
Power BI is Microsoft's business intelligence platform that turns data into interactive visualisations. It now has advanced AI features to help you draw more business insights quickly from even complex data.
As part of the Microsoft ecosystem, Power BI offers native integration with Dynamics 365. The connection allows for real-time data visualisation and advanced analytics with minimal setup required.
Users have noted that Power BI is a valuable tool for existing Microsoft customers, and felt that it’s a flexible, easy-to-use platform that helps draw business insights from multiple data sources.
Click is a marketing automation solution built specifically for Microsoft Dynamics 365. It provides invaluable email marketing, campaign automation, and web intelligence tools for marketing teams.
As a solution designed exclusively for Microsoft Dynamics, Click offers native, embedded integration with the CRM. And even better: All marketing activities are occurring within the Microsoft Dynamics dashboard you’re already using.
Multiple user reviews stated that they choose Click specifically because it integrates so well with Microsoft Dynamics, and that it is easy for them to track lead engagement across channels like email and social content all from the CRM.
DocuSign is a leading electronic signature platform enabling businesses to prepare, sign, and manage documents digitally. It can streamline contract processes and deal closures for both parties.
The DocuSign integration allows users to create, send, and track electronic signatures directly from within the CRM. Signed documents are automatically stored with each customer’s records for improved organisation.
Users raved about DocuSign’s ease of use, simplifying the process for both senders and recipients. They also note that DocuSign integrates well with tools like Microsoft Dynamics, which can make it exceptionally user-friendly.
Mailchimp is a popular email marketing platform that helps businesses design and send marketing campaigns, create automated workflows, and analyse essential performance metrics.
The Mailchimp integration syncs contacts between the two platforms to track email engagement holistically. Marketing activities from Mailchimp can also be tracked and recorded in Dynamics CRM.
Multiple users have noted that Mailchimp is straightforward and offers all the key features you need, especially once you integrate it with third-party CRMs like Microsoft Dynamics.
Zapier is a code-free automation platform that connects different apps and services. It allows you to create custom workflows across your tech stack without technical expertise.
Zapier enables custom automations between Microsoft Dynamics and thousands of other applications. You can create "Zaps,” which trigger actions in Dynamics based on events in other tools.
Users appreciate that Zapier is an essential automation tool, liking the platform’s simple drag-and-drop automation building capabilities.
When you’re choosing which integrations will help your team get the most out of Microsoft Dynamics, there are a few things you should do.
Different integrations deliver more value depending on your organisation’s CRM maturity.
Identify where your team experiences the most frustration:
Be realistic about your organisation’s technical resources. Does your team have the resources to set up custom integrations through API, for example?
Here are a few things to keep in mind:
Privacy data regulations are stricter than they used to be. As a result, you should do the following:
Microsoft Dynamics integration directly connects the Dynamics 365 platform with other third-party tools to enhance its functionality and streamline workflows. These integrations allow data to flow between systems, automate processes, and create a more unified business tech system.
The most valuable Microsoft Dynamics integrations typically include:
Yes, Microsoft Dynamics 365 offers native integration with LinkedIn Sales Navigator. The integration allows sales professionals to:
Cognism’s integration with Microsoft Dynamics enhances your CRM data with verified, compliant business contact information. Here’s how to connect Cognism to Microsoft Dynamics:
You can see step-by-step instructions here.
The right integrations can transform Microsoft Dynamics from your standard (if impressive!) CRM into a comprehensive sales ops platform that streamlines workflows, keeps data quality high, and helps your sales team win more contracts.
Remember that a focused approach with a few well-chosen integrations often delivers better results than implementing too many tools and new processes simultaneously.
Ready to enhance your Microsoft Dynamics environment with compliant, accurate B2B data? Book a demo with Cognism today.