Dynamics 365

View your partner opportunities, engagement and contributions in real-time.

About Dynamics 365

Microsoft Dynamics 365 is a cloud based service that provides a set of intelligent applications that seamlessly work together — unifying the capabilities of CRM business software and ERP systems.

If you’re a Microsoft Dynamics 365 customer, you can now accelerate your ecosystem with WorkSpan to build, sell, and market with your partners and open the door to multi-partner relationships. Microsoft Dynamics 365’s collaboration with WorkSpan provides better customer experience, innovative marketing, and sales solutions, and accelerated go-to-market cycles.

Dynamics 365 - WorkSpan Co-Sell integration solution allows you to share opportunities from your CRM to one of the co-sell partners like Amazon or Microsoft via WorkSpan platform.

Dynamics 365 Features

The Dynamics 365 integration offers the features you need to manage your critical partnership and channel relationships.

As a Microsoft Dynamics 365 and WorkSpan customer, you can now:

See your Dynamics 365 opportunities in WorkSpan.

Keep an eye on your new partner opportunities—and updates—with seamless syncing to WorkSpan. Both you and your partners can know how things are progressing without a slow or clumsy exchange of information. The Power Automate solution helps your seller teams to recognize Microsoft-specific referral fields and decide which referrals need to be shared with Microsoft for co-selling.

View your partner engagement and contributions in real-time.

Don’t miss a moment to accelerate an opportunity. With real-time activity on activities such as customer meetings, ecosystem partners are one step ahead and have the visibility necessary to close quickly.

Make intelligent decisions with your partners.

Using shared data available at your fingertips, eliminating the manual process of spreadsheets and spend time on the strategy and collaboration that matters.

Give your partners the materials they need to succeed.

Rather than waiting for your next partner call, make sure your partners are armed with the latest, best collateral to take to market.

24X7 support in managing and setting up Co-Sell integration application

With WorkSpan, managing and setting up the Dynamics 365 WorkSpan Co-Sell becomes so simple and easy. WorkSpan takes care of the continuous alterations amended in Dynamics 365 CRM’s API to align and optimize your processes and give desired results.

This WorkSpan Microsoft Dynamics 365 integration gives you and your partners further predictability and insight into the value each team is bringing to the table.

Our partnership with Microsoft helps deliver the innovation you need to successfully keep up with changing markets, remain ahead of the competition, and leverage your ecosystem like never before.