Integration · CRM & Sales
Microsoft Dynamics 365 + NESTSIGNAL™
Predictive intelligence on top of Dynamics 365.
NESTSIGNAL™ connects to Dynamics 365 — Sales, Customer Service and Finance & Operations — to unify the enterprise record and orchestrate specialist agents across revenue, service and operations workflows.
At a glance
- Native Microsoft Dynamics 365 connector
- Bi-directional read & write
- Live in 2 weeks
- Audit-grade trails
Signals
Monitor Microsoft Dynamics 365.
- Pipeline, account and territory performance across rollups
- Service case volume, resolution time and CSAT
- Finance & Operations transactional health
Predictions
Know what is likely next.
- Which deals, accounts and segments are at highest risk and opportunity
- Where service load will surge and need capacity
- Where operational exceptions will compound into financial impact
Actions
Execute back into Microsoft Dynamics 365.
- Draft, update and enforce hygiene across Dynamics records
- Generate executive packs from D365 data without manual assembly
- Trigger workflows, approvals and exception handling
Related Integrations
Salesforce
HubSpotMicrosoft Dynamics 365 + NESTSIGNAL™
See NESTSIGNAL™ running on your Microsoft Dynamics 365.