What does Solver add to Microsoft Dynamics 365 CRM?

Solver adds extended financial planning and analysis (xFP&A) to the customer data in Microsoft Dynamics 365 Sales and Customer Service. It brings that data together with your ERP and other sources on one cloud platform, so finance teams can forecast revenue from pipeline, report on customer activity alongside financial results, and share insights beyond the finance department.

How is Solver different from exporting Dynamics 365 CRM data to Excel?

Exported files are static copies that need manual updates and reconciliation. Solver keeps the Excel design experience your team knows but connects reports and planning forms to Dynamics 365 CRM data through a governed connector. Budget input moves through automated workflow and approvals, audit controls track every change, and leaders view results through a web portal instead of emailed workbooks.

Which Dynamics 365 CRM data can Solver bring in?

The QuickStart integration for Dynamics 365 Sales and Customer Service loads opportunity data through a guided setup. Beyond QuickStart, the Solver connector reads the data available through the Dynamics 365 OData service, based on the read permissions of the connected account. Your Solver team can help you decide which additional CRM data to bring in for reporting and planning.

Can Solver combine Dynamics 365 CRM data with my ERP data?

Yes. Solver includes a data warehouse that supports unlimited data sources, so Dynamics 365 CRM data can sit alongside general ledger data from your ERP and other operational systems. Finance teams can then build reports, forecasts, and dashboards that connect pipeline and customer activity to revenue, costs, and budgets from a single source of truth.

How long does it take to set up Solver for Dynamics 365 CRM?

QuickStart's wizard-driven setup connects your Dynamics 365 Sales and Customer Service environment and loads opportunity data in a few guided steps. Your overall timeline depends on the data sources, reports, and planning models in scope. Your Solver team or implementation partner will confirm a timeline during scoping.

How does Solver Copilot AI work with Dynamics 365 CRM data?

Solver Copilot AI includes two agents. The Help Agent answers product and application questions instantly. The Analysis Agent provides chart generation, anomaly detection, trend analysis, and predictive recommendations on data in Solver, including Dynamics 365 CRM data. User input never trains the model. Solver Copilot is available in the United States.

AI-Accelerated Dynamics 365 CRM Integration for Finance Teams

Pipeline and service data in Microsoft Dynamics 365 CRM rarely reaches the budget, the forecast, or the board report without manual exports. Solver's AI-accelerated xFP&A solution connects Dynamics 365 Sales and Customer Service data to your financial data on one cloud platform, giving finance teams a single source of truth for planning, reporting, and analysis.

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A Secure, Guided Connection to Your CRM Data

Solver works with Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Customer Service through a dedicated connector. Bring customer and opportunity data into Solver and analyze it against your financial and operational data, without building a custom integration. Find Solver in the Microsoft Marketplace.

Secure Entra ID Sign-In

The Solver connector authenticates with OAuth using Microsoft Entra ID credentials, from a named user or a service account, and your multi-factor authentication policies apply at first sign-in. Solver reads Dynamics 365 data through the OData service and inherits the permissions of the connected account.

Guided QuickStart Setup

The patented Solver QuickStart integration designed for Dynamics 365 Sales and Customer Service uses a wizard-driven setup to connect your environment and load opportunity data, so your team can start reporting on pipeline sooner. Add more CRM data through the connector as your needs grow.

Take the Dynamics 365 CRM Tour

Explore a video series on Solver's reporting, planning, and analysis capabilities, and see how QuickStart connects Microsoft Dynamics 365 CRM data to each of them.

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Pipeline-informed forecasts

Bring opportunity data into driver-based revenue forecasts so finance plans from the same pipeline your sales team manages.

Sales and finance in one report

Show pipeline and financial results side by side instead of reconciling separate CRM and ERP exports.

Service data with financial context

Place Dynamics 365 Customer Service data alongside cost and revenue figures for a fuller view of customer profitability.

Fewer manual exports

Replace spreadsheet downloads with a governed connection, so CRM numbers stay consistent in every report and plan.

Scenarios before commitments

Test what-if scenarios on pipeline and headcount assumptions before you commit budget.

Insight beyond finance

Give sales and service leaders reports and dashboards they can open on demand through the web portal.

Connect Your CRM to Your Forecast.

From Pipeline to Plan.

Pulling a pipeline report is the easy part. The real work is connecting opportunity and service data to the budget, keeping CRM and financial numbers in agreement month after month, and giving sales, service, and finance leaders the same version of the truth. Solver was built for that work. The QuickStart integration connects Dynamics 365 Sales and Customer Service to Solver, where customer data joins your ERP data on one cloud platform for planning, reporting, consolidation, and analysis, with audit controls and a workflow and approval engine built in.

Every Finance Workflow Your CRM Data Can Power

Reporting. Consolidation. Budgeting and forecasting. Analysis. All from your CRM data.

“Solver was the budgeting tool that we needed to help us improve our painful processes. Now, budget season is almost a breeze!” — Nycole Rosen, VP of Technology, BGSF

Why Finance Teams Call Solver a Leader in FP&A

G2 users recognize Solver as a Leader for financial planning and analysis, with finance professionals across nonprofit, manufacturing, distribution, and dozens of other industries relying on it daily. Whether you're a mid-market team or a global enterprise, Solver gives you one platform to budget, report, consolidate, and analyze with confidence. Nycole Rosen, VP of Technology at BGSF, put it plainly: "Now, budget season is almost a breeze."

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Solver for Microsoft Dynamics 365 CRM | Frequently Asked Questions

What does Solver add to Microsoft Dynamics 365 CRM?
How is Solver different from exporting Dynamics 365 CRM data to Excel?

Exported files are static copies that need manual updates and reconciliation. Solver keeps the Excel design experience your team knows but connects reports and planning forms to Dynamics 365 CRM data through a governed connector. Budget input moves through automated workflow and approvals, audit controls track every change, and leaders view results through a web portal instead of emailed workbooks.
Which Dynamics 365 CRM data can Solver bring in?
Can Solver combine Dynamics 365 CRM data with my ERP data?
How long does it take to set up Solver for Dynamics 365 CRM?
How does Solver Copilot AI work with Dynamics 365 CRM data?

Ready to Connect Solver to Dynamics 365 CRM?

See how Solver's AI-accelerated xFP&A solution turns your Dynamics 365 Sales and Customer Service data into forecasts, reports, and dashboards your whole team can use.

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