Moovago x Microsoft Dynamics 365

moovago dynamics 365 integration

Enjoy the combined power of field management with Moovago and the advanced CRM of Dynamics 365. Enable your teams to be more efficient and have better visibility of customer interactions.

Microsoft Dynamics 365 CRM: a complete suite of tools for the entire enterprise

Microsoft Dynamics 365 is a cloud-based suite of enterprise applications that combines customer relationship management (CRM) and enterprise resource planning(ERP) functionality. It offers a comprehensive range of tools for managing sales, customer service, marketing, finance, operations and human resources.

Microsoft Dynamics 365 CRM offers a suite of tools for businesses of all sizes, including :

  • Business Central,
  • Sales,
  • Finance,
  • Customer Service,
  • Contact Center,
  • and many more!

Some integrations between Moovago and Microsoft Dynamics 365 CRM

Moovago and Microsoft Dynamics 365 CRM can be connected via their APIs. Explore some ideas for integrations between Moovago and Microsoft Dynamics 365 CRM, or visit our API page to find out more.

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Update contact person information in Moovago
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Update the same contact in Microsoft Dynamics
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New business marked as Won in Moovago (Business tracking)
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Validation of quotation & invoicing
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Setting up a company with prospect status
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Creating the same contact in Microsoft 365
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New invoice paid in Microsoft Dynamics 365 CRM
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Invoice amount automatically added to Sales revenue
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New opportunity in Dynamics 365
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Create a new business opportunity (Business tracking)
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New lead in Microsoft Dynamics 365 CRM
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Creation of a new company with "Prospect" or "Suspect" status
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Termination of a contract in Microsoft Dynamics 365 CRM
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Update Moovago status from "Customer" to "Prospect".
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Update a quote in Microsoft Dynamics 365 CRM
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Add PDF of this quote to the corresponding Moovago business (Business tracking)

Increase productivity by connecting all your software

Synchronize your customer and/or prospect contacts

By connecting Moovago to Microsoft Dynamics 365, you unify your field operations with your internal processes. The first step is to synchronize your customer contacts. Set up an API connection between the two applications, so that your list of customers and/or prospects is always up to date.

Connect your business software, connect your teams

The work of your field sales representatives is different from that of your in-house teams. Each department needs tools adapted to its needs. By connecting Moovago to Microsoft Dynamics 365, you foster collaboration between departments while allowing everyone to continue working with their preferred tool. Feed back data from the field and/or equip your field teams with the right information to help them implement an effective strategy.

Circulate your data to save time and improve efficiency

By connecting Moovago to Microsoft Dynamics 365, your data flows easily between your teams in the field and your internal processes.

Your sales staff have instant access to the latest customer account information. So they can concentrate on high value-added tasks, such as developing customer relationships and increasing sales.

In turn, your internal teams (accounting, management, operations) benefit from field data to make better decisions and increase productivity.

Follow your customers from prospecting to after-sales service

By synchronizing Moovago and Microsoft Dynamics 365, you get a complete view of every customer. Interactions in the field are automatically updated in your CRM, enabling you to track communication history, anticipate needs and personalize your offers to better retain your customers.

You can easily trace the entire path of your prospects and customers, from prospecting to after-sales follow-up. This visibility helps you deliver exceptional customer service and increase customer satisfaction.

Ready to optimize your sales management? Let's talk about your needs during a demo.