Conga Collaborate

Microsoft Dynamics integration

By integrating Conga Collaborate and Microsoft Dynamics CRM, you can automate document creation, trigger post-transaction workflows and receive instant notifications about your deals. Keeping your CRM up-to-date with the latest information and generating the most relevant messaging has never been easier. Drive Microsoft Dynamics CRM adoption by using data users enter into Microsoft Dynamics CRM to save them time and errors when creating documents.

  • Generate documents using data from any standard or custom record.

  • Create and deliver documents and presentations as an Collaborate Document, Word Document or PDF.

  • Update Opportunity stages and push information back to fields automatically.

  • Add contacts from your Microsoft Dynamics CRM record as document recipients.

  • View every document related to an Account, Contact, Lead or Opportunity.

  • Use Single Sign-On (SSO) and SAML with Microsoft Active Directory Federation Services (AD FS).

  • Push real-time notifications to Yammer

Technical Requirements

  • Microsoft Dynamics CRM Online (support for 2013 and 2015 editions)

  • Microsoft Dynamics CRM On-prem support (needs internet-facing deployment configuration)

With intelligent business applications across CRM and ERP, Microsoft Dynamics 365 gives you choice. Start with just what you need to run your business—and delight your customers. With Dynamics 365, your enterprise can market smarter, sell effectively, and interact and respond everywhere. It provides business intelligence and productivity through tight integration with the Office 365 apps you already use. And it’s all in the cloud.

For more information about Microsoft Dynamics CRM, please click here.

See for yourself.

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