← All integrationsDynamics 365 Sales
Dynamics 365 Sales is Microsoft's CRM for managing customer relationships, pipelines and sales processes. Yes, Numa connects to it, updating records, chasing quotes and giving you a plain-English read on where deals stand.
What you can automate
- Create and update opportunities as quotes and jobs progress
- Prioritise deals that need attention before they go cold
- Summarise pipeline health into a clear weekly picture
