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Microsoft Dynamics 365

Connector

Native

Beta

View accounts, opportunities, leads, and contacts alongside docs, emails, tickets, and notes, so sellers and GTM teams get 360 context on a customer or deal.

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Microsoft Dynamics 365

Overview

Glean’s integration with Microsoft Dynamics 365 speeds your account research and meeting prep with permissions-aware visibility across CRM data and everything else in your company knowledge base. Ask about open opportunities, recent activity, and more, and get structured results grounded in real Dynamics data.

Features

Glean searches across:

  • Accounts
  • Contacts
  • Opportunities
  • Leads
  • Activities

Benefits

Glean unites Microsoft Dynamics 365 CRM data with the rest of your enterprise knowledge so you can immediately understand deals and customers in context.

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