We are currently planning the development of this integration and expect to be able to ship in Q3 2023. Please fill in the form if you want us to keep you updated on product updates and when this integration becomes available.
Opportunities created in Microsoft Dynamics 365 Sales are automatically created in Salesbuildr.
Quotes and line items are instantly created in Microsoft Dynamics 365 Sales and kept in sync whenever your make changes
Your companies in Microsoft Dynamics 365 Sales are available in Salesbuildr, including any user defined fields your have created.
Your contacts in Microsoft Dynamics 365 Sales are available in Salesbuildr, including all relevant fields.
Salesbuildr pulls in your non-recurring products from Microsoft Dynamics 365 Sales and enables you to order them in customer friendly categories and subcategories.
Automatically pull your recurring services from Microsoft Dynamics 365 into Salesbuildr anytime you create or update new services with services codes that are mapped to Salesbuildr.
Automatically pull in product information, pricing and availability from leading distributors. By using cloud marketplace integrations from Ingram Micro, TD Synnex or Pax8, pricing for services are automatically updated so your proposals are always correctly priced.
Salesbuildr let's your create roles so you can use them in your quotes, proposals and self service store.
Shipping types that have been setup in Microsoft Dynamics 365 can be used on quotes and proposals.
Use vendors that are setup in Microsoft Dynamics 365 as custom supplier for products
Pull your product inventory from Microsoft Dynamics 365 Business Central into Salesbuildr
