Microsoft Dynamics 365 for Sales Integration

Looking for a better way to sync Dynamics 365 for Sales contacts, calendars, and tasks to Office 365, Exchange, G Suite, and Notes? Need to track emails against Dynamics 365 for Sales contacts and accounts? Would you like to have offline and online access to Dynamics 365 for Sales data on iPad, iPhone, Android, BlackBerry, and Windows Phone mobile devices? Riva can help.

Server-side synchronization for CRM and email systems

Riva is the leader in CRM and email integration. Since 2008, we have developed server-side integrations for a dozen of the world’s best CRM systems – including Dynamics 365, Dynamics CRM, and several enterprise email platforms (view supported systems).

Riva syncs Dynamics 365 for Sales directly to to Office 365, Exchange, G Suite, and Notes. There are no client-side Outlook, Gmail or Notes plug-ins to install, configure, manage, or fix. These are just two of the many reasons why Riva is trusted by over 1,000 companies, including 50 Fortune 500 customers, 15 of the largest banks in the world, numerous Global 1000 accounts, and hundreds of small and medium-sized businesses.

Use Riva to deliver seamless access to Dynamics 365 for Sales contacts, calendars, tasks, opportunities, custom objects, and more from all email applications and leading smartphones and tablets. Plus, use Riva to track emails automatically or manually, sync custom fields, and deliver other advanced sync features for Dynamics 365 for Sales. Companies use Riva to improve Dynamics 365 for Sales adoption, increase sales productivity, reduce manual data entry, and reduce flip-flopping between Dynamics 365 for Sales and email applications.

Contact us to discuss your Dynamics 365 for Sales integration requirements (view supported systems).

Free 15-day Trial

Register today for a free 15-day trial of Riva for Microsoft Dynamics 365 for Sales:
Riva Cloud   Riva On-Premise

Resources

What Riva syncs between Dynamics 365 for Sales and leading email systems

Riva syncs Dynamics 365 for Sales contacts, leads, contact notes, calendar events, tasks, opportunities, orders, and service appointments. Plus, Riva delivers advanced integration and interoperability features to drive CRM adoption and increase sales.

For example, Riva delivers advanced email integration features, email-to-opportunity and email-to-case conversion, support for custom fields and custom objects, and the ability to auto-create contacts in the TO: and CC: fields of emails that aren’t already listed in Microsoft Dynamics 365 and Microsoft Dynamics CRM. Riva also provides advanced integration and filtering rules for email attachments.

Sync Dynamics 365 for Sales to Exchange, Office 365, G Suite, and Notes

Supported Systems

Microsoft Dynamics editions

  • Microsoft Dynamics 365 for Sales
  • Microsoft Dynamics 365 for Customer Service
  • Microsoft Dynamics 365 for Field Service
  • Microsoft Dynamics 365 for Relationship Sales
  • Microsoft Dynamics CRM 2016
  • Microsoft Dynamics CRM 2016 On-Premise
  • Microsoft Dynamics CRM 2015 Online
  • Microsoft Dynamics CRM 2015 On-Premise
  • Microsoft Dynamics CRM 2013 On-Premise
  • Microsoft Dynamics CRM 2013 Online
  • Microsoft Dynamics CRM 2011 Online
  • Microsoft Dynamics CRM 2011 + Office 365
  • Microsoft Dynamics CRM 2011 On-Premise
  • Microsoft Dynamics CRM 4 On-Premise

Email systems/clients

  • Exchange
  • Office 365
  • Exchange Online
  • Hosted Exchange
  • Gmail
  • G Suite
  • Gmail for Mobile
  • HCL Notes and Domino
  • HCL SmartCloud Notes
  • HCL Verse
  • Outlook (all versions)
  • Outlook Web App
  • Outlook for Mac
  • Apple Mail
  • Outlook on Citrix
  • Outlook on Terminal Server
  • And others…

Mobile devices

  • iPhone
  • iPad
  • Android
  • Microsoft Surface
  • And others…
Contact us to discuss your Microsoft Dynamics CRM integration requirements and to schedule a Riva demo.
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