CRM & Sales

Connect Microsoft Dynamics 365 with Harmonyze

Your CRM holds valuable customer relationships. Harmonyze connects that data to operational performance, helping coaches identify growth opportunities and retention risks at every location.

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Simple Setup

How the integration works

Connect Your System

Authenticate securely with your existing credentials. No code or IT involvement needed.

Data Flows Automatically

Harmonyze continuously syncs your data, normalizing it into our coaching-ready model.

Insights Delivered

Your coaches receive actionable recommendations based on the complete picture.

Why Connect

What you get with this integration

360° Customer View

Combine CRM data with operational metrics for complete customer context.

Retention Risk Identification

Spot at-risk customer relationships before they churn.

Growth Opportunity Surfacing

Identify locations with untapped customer potential.

Pipeline Visibility

Track sales performance across all franchise locations.

FAQ

Common questions

Everything you need to know about connecting Microsoft Dynamics 365 to Harmonyze.

Which CRM systems do you integrate with?

We support Salesforce, HubSpot, Zoho, Microsoft Dynamics 365, and many other CRM platforms. Contact us if you use a different system.

Can you sync customer data bidirectionally?

Our standard integration pulls data from your CRM into Harmonyze. Bidirectional sync is available for enterprise customers with specific workflow requirements.

How do you handle duplicate customer records?

We use intelligent matching to deduplicate customer records across locations, giving you an accurate view of your customer base.

Ready to connect Microsoft Dynamics 365?

Get started in days, not months

Our team handles the Microsoft Dynamics 365 integration so you can focus on coaching. Book a demo to see it in action.

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