Usermind + Microsoft Dynamics 365

Connect your CRM to other systems to deliver a contextual customer experience, across touchpoints and channels.

How many critical business processes live inside your CRM? With Usermind, you can unify data between any connected system, orchestrate complex customer journeys, and get actionable analytics on end-to-end-processes spanning Microsoft Dynamics 365, Microsoft Dynamics CRM, and other applications.

Usermind + Microsoft Dynamics 365

Connect your CRM to other systems to deliver a contextual customer experience, across touchpoints and channels.

Coming Soon

How many critical business processes live inside your CRM? With Usermind, you can unify data between any connected system, orchestrate complex customer journeys, and get actionable analytics on end-to-end-processes spanning Microsoft Dynamics 365, Microsoft Dynamics CRM, and other applications.

What can you do with

Microsoft Dynamics 365

With Dynamics connected to the rest of your databases, on-prem solutions, SaaS applications, and other systems, you can orchestrate complex end-to-end customer journeys, without coding. Use any actions, updates, objects, or data from Dynamics to power customer journeys across systems. Connect data from your web analytics, product usage, customer support, and other systems into a unified record to power actions and updates in Dynamics.

CONDITIONS

SEARCHES

ACTIONS

Usermind fetches and pushes to all entities and objects in the Microsoft Dynamics 365 API.

See the Microsoft Dynamics 365 API documentation

Popular Journeys

Behavior-Driven Personalization

Use intent data and signals to automatically segment customers and deliver targeted product recommendations, cross-sell, and upsell.

Self-Service Support Automation

Scale sales and service for all of your customers. Your enterprise customers require high-touch manual support and sales — so it’s vital to automate engagement and self-service support for lower-priced subscription tiers, while also monitoring and alerting on churn risk.

Long-Tail Customer Onboarding

About

Microsoft Dynamics 365

Microsoft Dynamics 365 is a line of enterprise resource planning (ERP) and customer relationship management (CRM) software applications.

About Usermind

Usermind's customer journey orchestration platform makes it simple to integrate systems, automate complex processes, and improve business outcomes.

Usermind + Microsoft Dynamics 365

Connect your CRM to other systems to deliver a contextual customer experience, across touchpoints and channels.

How many critical business processes live inside your CRM? With Usermind, you can unify data between any connected system, orchestrate complex customer journeys, and get actionable analytics on end-to-end-processes spanning Microsoft Dynamics 365, Microsoft Dynamics CRM, and other applications.