Microsoft Dynamics CRM helps businesses expedite communication and improve customer relationships with a comprehensive suite of productivity tools, combining all relevant sales, marketing and customer service applications in a single platform. Syncing data from Microsoft Dynamics CRM to Sourcetable lets users query it alongside data from other platforms in a single spreadsheet, analyzing key metrics at a glance.
Sourcetable intuitively brings together key data from over 30 different platforms and databases, including Microsoft Dynamics CRM - allowing teams to gauge ongoing performance at a glance, automate processes and inform next steps while saving time for what matters most: selling your product.
Syncing your Microsoft Dynamics CRM data to Sourcetable lets everyone on your team track your business’ key data quickly and easily, no knowledge of SQL required.
Use intuitive out of the box templates to merge sales and customer data, and enhance data collaboration across your entire organisation
Analyze Microsoft Dynamics CRM data alongside findings from complementary platforms, and generate cross-channel reports in the blink of an eye
Compile and query Microsoft Dynamics CRM data in one spreadsheet and identify the business insights behind the numbers, to inform and improve your customer service
Online businesses integrating Microsoft Dynamics CRM with Sourcetable have access to all relevant data on accounts, contacts, leads, opportunities, engagement and conversions.
Software as a Service(SaaS) companies
Retail online stores(eCommerce)
Connect, sync and query data from Microsoft Dynamics CRM with findings from 30+ other sources, to drive decisions and improve customer relations
Use Sourcetable to automate recurring data and activities from Microsoft Dynamics CRM and other platforms, freeing up time to focus on other key aspects of your business
Create and share accessible workflow templates among members of your team, regardless of their level of tech skills