Laserfiche's Microsoft Dynamics 365 for Customer Engagement connector can be used to connect the Laserfiche platform to any Dynamics 365 Customer Engagement service, including Dynamics 365 for CRM.
Microsoft Dynamics 365 for Customer Engagement allows you to bring together all of the data about your customers and prospects so you can manage the data in one place. You gain the insights that you need to manage your daily activities, stay on top of your team's progress, and make informed decisions so you can nurture your customers and build lifelong relationships.
With the Microsoft Dynamics 365 for Customer Engagement connector, you can use a Laserfiche Integration process to create, update, and delete accounts and opportunities, retrieve customer contact information, look up potential prospects and lead opportunities, and more.
The Microsoft Dynamics 365 for Customer Engagement connector uses the OData version 4.0 protocol.