The Microsoft Dynamics Integration 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 Salesforce Integration? See How Can I Set Up the Microsoft Dynamics Integration?
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 Integration, 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.