Operating + Microsoft Dynamics 365
Connect your Microsoft Dynamics 365 CRM to Operating to keep sales and delivery in sync — turn your deal pipeline into staffing and capacity plans before deals close.
Our integration partner Meltlake can set this up for you, or you can build it yourself using the Operating REST API.
Book a demo
Join the group of happy customers using
Microsoft Dynamics 365
and Operating together
We integrated MS Dynamics CRM to Operating via the API, and use the ready-made Harvest integration. We also visualize our data in PowerBI.
Allocate & Forecast
Allocate resources to meet the budget from CRM, and forecast tentative capacity
- A project and people timeline for different points-of-view
- Allocate work with hourly rates and project budgets
- Visualize your deal stages on the project timeline
- Forecast tentative capacity and use HubSpot deal probabilities to account for uncertainty
HubSpot marketplace
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