Introduction

Purpose

The MS Dynamics app provides the ability for sales team members to initiate engagement requests directly from MS Dynamics, pulling in relevant account, opportunity and contact data into the request form.

Benefits of the Nexus-MS Dynamics Integration

Quicker / Easier Briefing Requests for Sales team

On average, the Nexus-MS Dynamics integration auto-populates 50% of the fields required for a salesperson to enter a briefing request, cutting the time and effort of submitting a request in half. This, combined with the ease of allowing your sales team to initiate a request right from within their Dynamics workflow makes this a huge boost to efficiency and user experience for your sales.

Accurate Data for Briefing Team

Having the account, opportunity, and contact data pulled directly from MS Dynamics ensures that the info in the request form is accurate and up-to-date. This allows for the Briefing Managers to spend their time planning and executing a high-level customer experience, instead of chasing down missing or inaccurate information to complete the request form.

Data Accuracy and Accessibility in Nexus

The Nexus-MS Dynamics integration ensures that you are getting full and accurate data for reporting.