Microsoft Dynamics

Keep your CRM updated automatically — without logging in.

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Connecting Microsoft Dynamics to Quin means your contact records, meeting notes, and follow-up tasks stay current without manual data entry. After meetings, Quin updates the relevant Dynamics records automatically. Between meetings, ask Quin questions about any contact or account and get answers pulled directly from your CRM.

What you can do:

  • Log meeting notes directly to contact and account records
  • Create and update leads and opportunities from conversation
  • Sync follow-up tasks to Dynamics automatically
  • Ask Quin questions about contacts and get answers from your CRM
  • Keep your pipeline current without manual data entry

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