Microsoft Dynamics 365 CRM Integration
Advanced Reporting, Forecasting, Budgeting & Analysis for Dynamics 365 CRM
The Solver integration for Microsoft Dynamics 365 CRM (customer relationship management) helps drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination. The Solver connector works with both Microsoft Dynamics 365 Sales and Microsoft Dynamics 365 Customer Service to help users manage, track, and store information related to customers.
CRM platforms help reduce costs and increase profitability by organizing and automating business processes that nurture customer satisfaction and loyalty in the sales, marketing, and customer service fields. CRM solutions can deliver ROI through marketing automation, customer service, and sales force automation.
Transform your business with an end-to-end solution
With our integrated solution, you can:
- Design reports and budget forms in powerful Excel add-in
- Create both reports and dashboards for CRM
- Facilitate data-driven decisions with advanced reporting capabilities
- Consolidate all your key data sources into a single tool for streamlined reporting and analysis
- Automate time-consuming budgeting and forecasting processes with dynamic driver-based models
Harness your data's potential with Solver's all-inclusive suite. Transform organizational information into a strategic asset by managing budgets, automating forecasts, and generating detailed reports all in one place.
Quickly respond to market shifts by modeling scenarios and running simulations. Enhance prediction accuracy and streamline planning with advanced budgeting and forecasting tools.
Create dynamic "what-if" scenarios to determine the most effective financial strategies. Visualize complex data through easy-to-share graphs and dashboards, making insights accessible across your organization.
Take the Microsoft Dynamics CRM Tour
Microsoft Dynamics 365 CRM integration drives sales productivity and marketing effectiveness through social insights, business intelligence, and campaign management in the cloud, on-premises, or with a hybrid combination.
In this in-depth video series, you’ll learn all about what Solver offers and how the QuickStart integration for Microsoft Dynamics CRM accelerates better decisions.
Rapid Implementation
Patented QuickStart integration technology enables immediate access to a collection of ready-to-use reports and budget models for finance and management users. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model.