Channeltivity PRM & Microsoft Dynamics 365 Integration
PRM for Microsoft Dynamics 365
Channeltivity’s Partner Relationship Management (PRM) platform brings full channel management capabilities to Dynamics 365, transforming how you connect, track, and grow your partner ecosystem. Our solution consolidates critical partner operations—from deal registrations and lead distribution to referral tracking and partner data management—into a single, powerful portal with a native integration with Dynamics CRM.
Smarter Channel Management
Channeltivity’s plug-and-play integration with Dynamics 365 allows partner deals, leads and referral data to sync with your CRM. With Channeltivity and Dynamics, your partners get an intuitive partner portal that’s easy to use, your channel team gets a powerful PRM that’s easy to manage and configure, while your internal stakeholders get real-time visibility into channel data. This way, your channel program runs like a well-oiled machine and your CRM has accurate pipeline data for reporting across both direct and channel sales organizations.
Key Benefits of Channeltivity PRM + Dynamics 365
Intelligent Data Synchronization
Get rid of data silos and manual updates. Let your channel data flow between our PRM and Dynamics in real-time. Set field level sync rules for precise control that ensures your partner, customer and sales data are always up to date.
Automate Workflows at Scale
Leverage Channeltivity’s automation capabilities to eliminate manual steps and cut through administrative complexity. Our full-featured PRM has everything you need to streamline and optimize your channel program.
Empower Your Partners
Give your resellers the keys to success with a partner portal that is easy to use and has everything they need to educate themselves, and then market and sell for you.
Data-Driven Partner Strategy
Use partner data to drive informed decision-making. Channeltivity includes comprehensive dashboards that users can customize to their business use case, analytics that tie marketing spend to realized revenue, and many more instant reporting capabilities to drive decisions.
Easy & Reliable Integration
Connecting Dynamics 365 to our PRM is remarkably straightforward. Our point-and-click configuration wizard means you can be up and running in minutes, without the need for IT.
The integration is mature, and includes many advanced features to prevent data conflicts and duplicates. Built-in tools allow you to troubleshoot and fix synchronization issues with minimal effort.
Partner Relationship Management Built for Success
Channeltivity is a robust Partner Relationship Management platform trusted by leading technology companies. Whether you’re a growing startup or a global technology leader, Channeltivity provides the scalability and flexibility your partner program demands. Optimize your channel program by upgrading to a self-service partner portal that seamlessly integrates with your CRM.
Request a Demo and transform your channel strategy today.