Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Reconcile ad form submissions with the sales lead list.
Your sales lead list catches up with yesterday's ad inquiries, while your team gets a short chat list of matches and missing details to review.
Reconcile campaign delivery with sales lead records.
Your lead status reflects confirmed first-email delivery. Your sales team sees the sends that still need attention.
Check lead scores and send eligible contacts to sales once.
Your sales team gets qualified leads with usable contact details and a clear reason to follow up, while possible duplicates go to review.
Pass ad form responses into the CRM with campaign details intact.
Your sales rep gets a clear inquiry and a CRM link. Existing customers keep their account context, and the ad campaign stays visible.
Check imported ad leads for missing contact details before sales handoff.
Your sales team gets ad leads with clear owners and follow-up tasks, while leads with missing details go to your chosen review owner.