Subscription Required: Connectors may require an Add-On to your current subscription. Contact our Customer Success Team or your Account Manager to learn more, or reach out to our Support Team with any questions.
The Microsoft Dynamics Connector makes it easy to kick off, track, and report on your Projects, all from a Microsoft Dynamics Opportunity.
Learn more: Looking for technical instructions on how to set up the Microsoft Dynamics Connector? See How Can I Set Up the Microsoft Dynamics Connector?
Creating Projects
Dynamics Users can seamlessly kick-off Loopio Projects, and feed the necessary details and documents to Loopio from a Dynamics Opportunity. This includes information like the Customer name, Due dates, and the RFP, RFI, or Security Questionnaire itself.
Learn more: For more information on how to create a Loopio Project using the Dynamics Connector, see: How Can I Create a New Loopio Project From a Microsoft Dynamics Opportunity?
Tracking Project Progress
Project information details are visible on the Dynamics Opportunity every 10 minutes, allowing Dynamics Users to track the progress of Loopio Projects right from Dynamics.
Viewing Opportunity Details in your Loopio Project
View the details of your Dynamics Opportunity while working on your Loopio Project.