Why Octiv & Microsoft Dynamics

Microsoft Dynamics CRM customers can now automate document creation, trigger post-transaction workflows and receive instant notifications about their deals through Octiv’s seamless integration. Users can keep customer relationship management (CRM) data up-to-date with the latest information, while generating the most relevant and personalized customer messaging. Drive Microsoft Dynamics CRM adoption, reduce errors and save time/efficiency by using the data that’s already been entered into your Microsoft Dynamics CRM instance.

Key Capabilities

  • Generate documents using data from any standard or custom record.

  • Create/deliver documents and presentations as an Octiv document, Word document or PDF.

  • Update opportunity stages and automatically push information back to Microsoft Dynamics CRM.

  • Add contacts from your Microsoft Dynamics CRM record as document recipients.

  • View every document related to an account, contact, lead or opportunity.

  • Increase security and efficiency with SSO and SAML with Microsoft Active Directory Federation Services (AD FS).

  • Push real-time notifications to Yammer.

See Success Stories with Microsoft Dynamics

About Microsoft Dynamics

With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice. Start with just what you need to run your business—and delight your customers. With Dynamics 365, your enterprise can market smarter, sell effectively and interact and respond everywhere. It provides business intelligence and productivity through tight integration with the Office 365 apps you already use. And it’s all in the cloud.

For more information about Microsoft Dynamics, please visit their website.