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Microsoft Dynamics CRM
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Microsoft Dynamics + SalesScreen: Turn Dynamics Data Into a Performance Culture

Connect Microsoft Dynamics 365 to SalesScreen and put your live deal and activity data where your whole team can see it. Real-time leaderboards, automatic win celebrations, and AI that tells managers when performance is shifting and what to do about it.

What is the Microsoft Dynamics + SalesScreen integration?

‍The Microsoft Dynamics 365 + SalesScreen integration pulls your live opportunity and activity data out of Dynamics and onto leaderboards and dashboards your whole team can see, updated automatically. When a rep closes an opportunity in Dynamics, SalesScreen fires an instant celebration. No manual data entry, no waiting for the weekly report.

SalesScreen's AI monitors your pipeline and activity trends from Dynamics continuously. When win rates or activity volumes shift below your team's baseline, managers get a proactive alert and a recommended next action, before the dip shows up in the forecast.

Benefits of connecting Microsoft Dynamics with SalesScreen

  • Live Dynamics data on the leaderboard, all day: Pipeline value, quota attainment, and daily activity counts are visible to every rep and manager in real time. No more squinting at a spreadsheet from Monday's export.
  • Contests powered by real CRM data: SalesScreen turns your Dynamics opportunities and activities into live leaderboards and sprint contests, ranked by pipeline created, deals closed, or activities completed. Scores update automatically as reps work.
  • Closed opportunities celebrated instantly: The moment an opportunity is marked won in Dynamics, SalesScreen fires a recognition moment on the office display. Wins get the attention they deserve, automatically.
  • AI that spots performance drops early: SalesScreen's AI monitors deal velocity, stage conversion, and activity volume from your Dynamics data. When something deviates from baseline, managers get an early alert with time to course-correct.
  • Self-serve setup, no technical skill required: The Dynamics integration is configured directly in SalesScreen in just a few steps. No developer involvement, no long IT project.
Dynamics 365 object Fields synced Powers in SalesScreen
Opportunities Stage, amount, close date, owner Leaderboards, contests, AI pipeline monitoring
Activities Type, completion, owner Activity contests, AI cadence monitoring
Leads Owner, creation date, status Lead-gen leaderboards
Quotas Target, attained Quota display, recognition triggers, AI suggestions

Get started with Microsoft Dynamics + SalesScreen

‍Your reps are closing deals in Dynamics 365 right now. Let SalesScreen make sure every win gets seen and every performance shift gets caught before it costs you pipeline. Talk to our team to get started.

Integration Set Up

Setting up with Microsoft Dynamics 365 is simple, easy and only requires a few steps that you can do yourself once in SalesScreen - no technical skill required! You can learn how to set up your Dynamics 365 integration here!

FAQ

Reps see a live leaderboard updated from their real Dynamics data pipeline, including activities logged, opportunities closed, and quota attainment. When an opportunity is marked won, a celebration fires automatically. Managers see the same live view plus AI alerts when performance trends are shifting before they show up in the forecast.

Power BI is built for managers who go looking for insights. SalesScreen is built for the whole team; it puts performance where reps can see it, compete on it, and be recognized for it in real time. Reporting tells you what happened. SalesScreen changes what happens next.

No. The Dynamics 365 integration is self-serve and designed for sales managers and ops teams. You'll need admin access to your Dynamics environment, but no developer involvement, no IT ticket, and no complex configuration.