Microsoft Dynamics 365

Bigtincan integrates with Microsoft Dynamics 365, the cloud-based business applications platform that combines components of customer relationship management (CRM) and enterprise resource planning (ERP), along with productivity applications and artificial intelligence tools.

Bigtincan for Microsoft Dynamics 365 on AppSource provide access to the right content when and where they need it.

Sellers can search, view, and share opportunity-specific sales and learning content from Bigtincan quickly and easily right from Microsoft Dynamics 365.

  • The Microsoft Dynamics 365 CRM Integration allows users to integrate seamlessly with Microsoft Dynamics, based on actions taken in the Bigtincan platform with associated objects in Dynamics. Along with AI-powered sales enablement, this transforms the way sales and service organizations access, share and collaborate on the most effective sales content.
  • The Brainshark for Dynamics 365 works with Bigtincan’s sales learning platform that combines tools to create and manage sales training courses. The Brainshark sales readiness platform gives you the tools to prepare all your client-facing teams with the knowledge and skills they need to perform at the highest level.
    Content Hub Integration

    Microsoft Dynamics 365 CRM Integration

    The Bigtincan integration links actions taken in Bigtincan with associated objects in Dynamics 365. The native integration can be configured by Administrators and has a number of distinct capabilities which include the ability to:

    • Link a Story to a Dynamics Campaign
    • Automatically look up leads and contacts in Dynamics
    • Automatically create leads and contacts in Dynamics
    • Automatically log actions to Dynamics
    • Log a meeting to Dynamics
    Bigtincan Configuration Dynamics
    Learning Integration

    Brainshark for Dynamics 365

    Access learning content and data through dashboards and create, assign, and review coaching activities without ever leaving Dynamics 365. With Brainshark’s Dynamics 365 integration users can:

    • Improve sales readiness and productivity
    • Accelerate onboarding and training, and prepare reps with video and text-based coaching activities
    • Help sellers find the right content to close deals
    • Track learning progress across your teams
    • Centralize and simplify access to critical sales resources
    Dynamics 365 and Brainshark