Better Proposals + Microsoft Dynamics 365 CRM Integration

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Microsoft Dynamics 365 CRM? With this integration, you can!

When you create a contact in Microsoft Dynamics 365 CRM, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

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If your business uses Better Proposals to create proposal, you'll want to make sure that your Microsoft Dynamics 365 CRM account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in Microsoft Dynamics 365 CRM each time you created a proposal? With this integration, you can! When you create a new proposal in Better Proposals, Integrately will automatically create a new contact in Microsoft Dynamics 365 CRM.