Integrate Microsoft Dynamics with snapAddy.
All snapAddy products are integrated into your Microsoft Dynamics. This way, you can capture and enrich contact data in the interface and export visit reports directly to Microsoft Dynamics.
Compatible with all products.
Microsoft Dynamics x DataAgents: Capture and enrich leads.
With snapAddy DataAgents, you can automatically record contact data from different data sources (such as business cards, email signatures, or professional networks) in Microsoft Dynamics in a matter of seconds. When creating new contact data, the integrated Smart Autocomplete feature automatically suggests missing data and completes it with a single click.
The intelligent application automatically transfers the new contact data from the signatures in your incoming emails directly into Microsoft Dynamics. After a duplicate check, a new lead, contact, or account is created or an existing record is updated. Thus, your CRM system is always up to date and complete.
Microsoft Dynamics x VisitReport: Trade show leads without typing.
With snapAddy VisitReport, you can scan business cards and capture all your trade show leads using a digital questionnaire adapted to the course of each of your meetings.
You can show videos, catalogs, or any other content and send a follow-up e-mail from the app directly after the meeting is over. You can export all recorded contact data directly to your Microsoft Dynamics. Be encouraged to provide the best service to your contacts faster than the competition and gain the biggest advantage!
Microsoft Dynamics x BusinessCards: Scan business cards and export them to Microsoft Dynamics.
With snapAddy BusinessCards, you will not have to type contact information again. With the app, you can scan all contact data in just seconds and export it to your Microsoft Dynamics structured and error-free. In this way, every contact is stored where it is needed and where all colleagues can see it: in the CRM.
Standardized integration. Tailored use.
Take advantage of our Microsoft Dynamics API integration: setting up snapAddy with Microsoft Dynamics is done in just a few seconds. Thanks to direct data transfer into your CRM forms, no complex IT work is required.
Log in to snapAddy using your familiar Microsoft Dynamics credentials and enjoy additional benefits such as duplicate checking and customizable fields.
Custom Fields.
In addition to standard fields such as lead, contact, and account, you can also add information to other entities such as activities, tasks, appointments, applicants, opportunities, and products.
Reliable duplicate check.
snapAddy uses artificial intelligence to recognize phonetic or other similarities between data records in your Microsoft Dynamics CRM. You can customize the integrated duplicate check to your specific search and analysis criteria or user-defined entities.
Don't take it from us. Take it from our customers.
GF
No Media Breaks.
The app is directly connected to Microsoft Dynamics or Salesforce, allowing data to be exported without detours.
Both sales and marketing teams can now work independently—in real time, without interface issues and without any media breaks.
OMICRON
Automated Lead Export.
The tool not only supports lead capture but also automates the follow-up: all contact data and relevant information are transferred in a structured and clean way into Microsoft Dynamics.
Craemer
Fast Follow-Up.
After the trade show, all captured contact data and reports are exported directly into Microsoft Dynamics. This prevents delays in follow-up, as leads are already available in the system during the event—not afterward.
About Microsoft Dynamics.
Microsoft Dynamics 365 is a comprehensive CRM and ERP system that helps businesses centrally manage customer relationships, sales, marketing, and service processes. The solution combines tools for sales automation, customer service, marketing automation, and business analytics in a single, unified platform.
Category: CRM-System, Marketing Automation
