OneConnect

Dynamics 365 Integration for Project Online

Integrate Microsoft Project Online with the world class CRM capabilities of Dynamics 365! OneConnect for Dynamics 365 allows sales personnel to view all of their critical project information from within CRM Online. It provides sales teams the ability to communicate with service teams via the cloud to bring global portfolio and project visibility, task management, and issue management to fruition. Service teams will be able to provide sales, marketing, customer success and executives with the information they need to close new business, increase customer satisfaction and fuel expansion within their pipeline. In this process, all users will remain in their system of preference, working the way that makes them the most productive. With critical project data shared between the software systems, organizations can remove the gap often found between sales and service delivery organizations, and more systematically assure customer success

Description

OneConnect for Dynamics 365 provides your sales and project teams a way to share information, streamline processes and collaborate while working in the tools they rely on.

 

  • Sales resources gain real time visibility into the health of the projects in Project Online without ever leaving their familiar tools.
  • Easily convert won opportunities into projects in Project Online.
  • Effectively communicate status and drive engagement with a single source of the truth.

 

Provider:  Wicresoft

Provider Website:  www.wicresoft.com

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