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Microsoft Dynamics CRM Integration

Integrate Microsoft Dynamics CRM with PSA software and keep fully up-to-date with the latest information from your data-rich CRM system.

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100,000+ people, from 40+ countries, trust HaloPSA to deliver their PSA software:

Clients who have used Microsoft Dynamics CRM system on a long-term basis will more than likely have a goldmine of user information in their Microsoft Dynamics database. At HaloPSA, we have listened carefully to our customers and have understood that this data is an invaluable resource for them. We have therefore created a customizable functionality to integrate Microsoft Dynamics CRM with PSA software.

Though HaloPSA has its own powerful CRM database ready for you to use, our Microsoft Dynamics CRM integration allows you to smoothly continue to use your Dynamics database within Halo should you wish to do so. Alternatively, you can use the integration to migrate your data straight across to HaloPSA!

Integrate Microsoft Dynamics CRM with PSA software

• Improved customer visibility

• Customer data to support segmentation and targeting  

• One record, removing duplication

• Improve response times

• Save time by automating admin processes

• Reduce human errors   

• One record, removing duplication

• More time to follow up contacts

The Dynamics integration works by mapping display tabs from Microsoft Dynamics CRM onto tabs within the HaloPSA program. This integration also comes fully equipped with an auto-data synchronisation, saving you time and effort.

To find out about our other integrations available, visit our integration page.

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