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CRM integration

Microsoft Dynamics 365 integration for AI B2B ads and ABM AI ads.

Account records are enriched with AI source and fit, and A and B accounts are added to marketing lists for ABM AI ads follow-up.

Microsoft Dynamics 365 · company record
Company
Northwind Logistics
AI source
ChatGPT ad
Buyer question
Month-end close software for NetSuite
Pages read
Pricing, integrations, security
ICP score
86 (A)
Deal tag
AI-touched
Illustrative example with a fictional company.

What you get if you already use Microsoft Dynamics 365

  • Dynamics 365 accounts enriched with AI source, buyer question and ICP score.
  • New good-fit companies added as accounts, with duplicates matched by domain.
  • A and B accounts placed on marketing lists for nurture and ABM AI ads.
  • Fits Microsoft-first sales teams that also take alerts in Teams.

What lands in Microsoft Dynamics 365

FieldExample
CompanyNorthwind Logistics
AI sourceChatGPT ad
Buyer questionMonth-end close software for NetSuite
Pages readPricing, integrations, security
ICP score86 (A)
Deal tagAI-touched

Illustrative example with a fictional company. We identify companies, never individuals.

Live in the first week

  1. Step 1You create an integration user or app connection in Microsoft Dynamics 365 with the narrowest permissions.
  2. Step 2We map fields and agree the ICP threshold for what gets pushed.
  3. Step 3We test with three real accounts, then data flows daily.

Straight answers.

Will it create duplicates in Microsoft Dynamics 365?

No. Companies are matched by domain first; we only create a record when no match exists.

Is the Microsoft Dynamics 365 integration included in the price?

Yes. Integrations are part of every package, together with the live client dashboard. Media budget is separate.

What if we don't use Microsoft Dynamics 365?

We connect to the tool you do use. See all integrations, or we use Zapier or a scheduled export.

Free AI Shortlist Check

See how many of your visitors we could name.

Book a free 30-minute AI Shortlist Check. We look at your traffic, your AI visibility and what company identification would add.

  • What ChatGPT answers about your category today
  • Where your ad would appear and what it would say
  • A budget range and a 90-day plan
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