Connect Microsoft Dynamics 365 to PitchSense
Bring Microsoft Dynamics 365 deal records into PitchSense so every call, follow-up and coaching session starts with the full deal context.
Overview
How PitchSense works with Microsoft Dynamics 365
Bring Microsoft Dynamics 365 deal records into PitchSense so every call, follow-up and coaching session starts with the full deal context.
Deal stages, contacts and notes live in Microsoft Dynamics 365. The reasons behind them live in calls and emails. Connect Microsoft Dynamics 365 and PitchSense links the two, then drafts the CRM update after each call for a rep to review before anything is saved.
Key problems solved
What changes when you connect Microsoft Dynamics 365.
Incomplete records
Call outcomes are drafted as CRM updates for review
Missing deal context
Calls and emails are linked to the deal they belong to
Manual data entry
Reps approve a prepared update instead of filling in fields
Hidden deal risk
Deal insights use what buyers said, not just stage and amount
Features
Integration features
What PitchSense does with Microsoft Dynamics 365.
What PitchSense does with Microsoft Dynamics 365
Matches calls and emails to the right account and deal
Drafts CRM updates after each call for rep review
Keeps next steps and commitments attached to the deal
Deal intelligence
Shows concerns raised in conversations, such as pricing questions
Tracks open commitments on both sides
Why it matters: Managers see what is happening in a deal, not just its stage
Updates you approve
Nothing is saved to Microsoft Dynamics 365 until a rep approves it
Reps can edit an update before it is written
Why it matters: Records stay accurate and your team stays in control
Setup
Setup guide
How your team connects Microsoft Dynamics 365 to PitchSense.
1
Start the connection
An admin starts the Microsoft Dynamics 365 connection from PitchSense.
2
Approve access in Microsoft Dynamics 365
Connect your Microsoft Dynamics 365 account to PitchSense and choose which records it can use. Updates PitchSense prepares wait for a rep to review before they are saved to Microsoft Dynamics 365.
3
Choose what needs review
Decide which drafts, such as CRM updates and follow-up emails, a rep reviews before anything is saved or sent.
4
Test with a sample request
Ask PitchSense a question that uses your Microsoft Dynamics 365 data and check the sources behind the answer.
Support
Troubleshooting & support
Common issues, fixes, and where to get help.
Other resources
Guides and links for Microsoft Dynamics 365.
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