We’re Building a New CRM Integration with Microsoft Dynamics 365 - Beta Coming Soon

Customers are the cornerstone of any company, which is why customer relationship management (CRM) tools have become essential for today’s digital enterprise. With this in mind, Egnyte is building out integration with Microsoft Dynamics 365 as part of our ongoing efforts to extend our CRM integrations.

Egnyte’s Dynamics 365 integration will soon be available in beta mode and is part of our ongoing efforts to align with Microsoft tools. We currently offer integrations with Microsoft’s Office 365, Teams, Power Automate, and SharePoint.

Egnyte for Dynamics 365 provides a central location to manage and organize all CRM-related documents and records. Egnyte users can upload, access, and share CRM files and folders directly from their Egnyte web interface, which is embedded within Dynamics 365 accounts. This eliminates the challenges of having multiple documents in different places and allows for easy collaboration for those inside and outside the organization.

This integration not only allows for easy content management, but enhanced security and increased storage capacity. It also helps companies save money. One of the reasons Egnyte built integration with Salesforce CRM years ago was that Salesforce storage costs were often redundant due to Engyte’s storage offerings.

With Egnyte and Dynamics 365, organizations can:

  • Give sales teams anytime, anywhere access to the files they need through the Egnyte Web interface, which is embedded within the Dynamics 365 environment.
  • Enhance collaboration by sharing Egnyte files and folders from Dynamics 365, even with those who don’t have a Dynamics 365 license.
  • Easily organize client files with Egnyte folders created for each Dynamics 365 lead, opportunity, and customer record.
  • And more

Our Dynamics 365 integration is yet another step toward helping our customers build a powerful, collaborative, and secure platform, designed specifically for their business.


To learn more about the Egnyte and Microsoft partnership, please click here.  

Check back to see when you can try out Microsoft Dynamics.  

Get started with Egnyte today

Explore the best secure platform for business-critical content across clouds, apps, and devices.

Share this article
Author
Niamh Conlon
Niamh Conlon

View All Posts
Don’t miss an update

Subscribe today to our newsletter to get all the updates right in your inbox.

Welcome to
Egnyte Exchange

Events
Product Updates
Training
Newsletter
Get Help