monday.com Connector for Microsoft Dynamics 365 Sales
by Prodware Group
Streamline sales and delivery collaboration processes to align communication, transparency and tasks
Seamlessly connect your Microsoft Dynamics 365 Sales app with the monday.com project operations workspace
Many processes and projects where multiple individuals or teams interact can struggle to remain aligned, especially when more teams are working from home. When these teams are not using the same system, information silos are formed. This is because, most tools are built around a single “topic” and not around teamwork. The monday.com platform provides the flexibility to build and adapt to any workflow, project or process.
Prodware’s Connector between monday.com and Microsoft Dynamics 365 Sales manages the information flow from Sales to Project Delivery, speeding up the handover process by automatically creating a project planning template from a won opportunity.
Features and benefits of bringing two leading applications together:
- Move seamlessly from a won deal straight through to delivery of the project
- Use Templates for repeatable aspects of projects
- Manage sales teams and stakeholders with task accountability, high and low level planning with modern user experiences
- Centralize communication, reduce duplication of work and break down organizational siloes
Contact Prodware to align your Dynamics 365 Sales app with your project delivery processes to provide excellent customer and user experiences.
