Turn Microsoft Dynamics 365 Activity Into Workforce Intelligence
Prodoscore’s native Microsoft Dynamics 365 integration captures leads, opportunities, accounts, activities, and cases data as it happens, giving sales leaders visibility into engagement across every seat. These interactions aggregate automatically into each employee’s daily Prodoscore, turning everyday CRM activity into workforce analytics your team can act on.
Of Fortune 500 companies use Dynamics 365 and the Power Platform monthly
Employee setup time, no software installs or device configuration required
API access only, no CRM records or customer data altered
What the Microsoft Dynamics 365 integration does
Microsoft Dynamics 365 offers solutions for CRM and ERP, designed to streamline processes, improve customer engagement, and facilitate data-driven decision-making. When connected to Prodoscore, activity across leads, opportunities, accounts, activities, and cases rolls up into your team’s daily Prodoscore, giving sales leaders a consistent way to measure engagement across the full sales cycle.
Every Microsoft Dynamics 365 signal that matters
Prodoscore captures activity signals from Microsoft Dynamics 365 with no action required from employees.
Lead activity
New and updated leads are captured as reps work the pipeline.
Deal activity
Opportunity creation and updates are tracked as deals move forward.
Account activity
Account-level activity gives visibility into client relationship management.
Task activity
Scheduled and completed activities are captured to reflect day-to-day sales work.
Case activity
Case creation and resolution activity is tracked as part of customer service work.
See the full sales activity picture
Microsoft Dynamics 365 activity surfaces in your Prodoscore dashboard with full drill-down capability. Here’s what sales leaders see.
A Daily View of Sales Activity
The Prodoscore dashboard surfaces Microsoft Dynamics 365 activity alongside every other tool your team uses, so sales leaders can see engagement trends without switching screens.
Drill Into the Details When It Matters
The score details view lets sales leaders drill into individual Microsoft Dynamics 365 activity, supporting coaching conversations with real data instead of guesswork.
One Score Across Every Deal
Leads, opportunities, and cases all aggregate into the same daily Prodoscore, so no single workflow gets over- or under-weighted in the final picture.
Built for Sales Teams
Because Microsoft Dynamics 365 is purpose-built for CRM and ERP, its data integrates cleanly into Prodoscore without extra configuration, giving sales leaders visibility from day one.
Live in a day, not a quarter
Your IT admin authorizes the connection
Prodoscore begins collecting activity metadata
Scores and timelines appear in your dashboard
Your Customer Success Manager confirms setup
Prodoscore connects to Microsoft Dynamics 365 through a secure, read-only API. No software is installed on employee devices, no credentials are shared, and no configuration is needed at the user level.
Once connected, Prodoscore passively captures activity across leads, opportunities, accounts, activities, and cases from Dynamics 365 on a continuous basis. That data is normalized and surfaced in your dashboard within hours.
Microsoft Dynamics 365 is available through your Prodoscore Customer Success Manager. Contact your Customer Success Manager to enable the integration. New to Prodoscore? Request a demo and our team will walk you through setup.
Sales activity you can actually see
Sales leaders often lack a consistent way to measure engagement across the full deal cycle. Prodoscore surfaces Microsoft Dynamics 365 activity so leaders can spot momentum, bottlenecks, and coaching opportunities early.
Of Fortune 500 companies use Dynamics 365 and the Power Platform monthly.
Prodoscore accesses Microsoft Dynamics 365 activity metadata only, never CRM record content or customer data.
Average time from authorization to live data in your dashboard. No lengthy implementation, no professional services engagement, no employee onboarding required.
Built for the leaders who need answers
Sales Leaders
Visibility
See lead and opportunity engagement trends across the team without pulling reports manually.
Account Executives & Reps
Recognition
Get credit for the deal and account work that moves the pipeline forward.
Revenue Operations
Coaching
Use Microsoft Dynamics 365 data alongside other business tool utilization metrics to spot coaching opportunities early.
HR & People Analytics
Fairness
Support fair, data-driven performance conversations using consistent engagement data.
Frequently Asked Questions
Common questions about the Microsoft Dynamics 365 integration
Prodoscore captures activity across Leads, Opportunities, Accounts, Activities, and Cases in Microsoft Dynamics 365. This activity aggregates into each employee’s daily Prodoscore alongside data from other connected tools.
No. Prodoscore’s integration is read-only. It tracks activity and completion data to build engagement scoring, and does not access CRM record content or customer data within Microsoft Dynamics 365.
Setup is handled by your Prodoscore Customer Success Manager, so there’s no engineering work or self-serve configuration required on your end.
Yes. Microsoft Dynamics 365 activity appears in the same dashboard as every other connected tool, giving leaders one consistent view of workforce activity instead of switching between systems.
Prodoscore captures activity signals only — never communication content, document contents, or personal data beyond what is necessary to generate a productivity score. All data is encrypted in transit and at rest, and access is restricted to authorized administrators and managers within your organization. For full details, visit our Security and Privacy page.
