Products
BoardEx for Dynamics
Centralize CRM workflows from B2B lead segmentation and targeting, client relationship management to data hygiene.
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Power connected employee experiences with BoardEx data to create more value from your CRM investment.
BoardEx provides profiles of more than 1.5 million business leaders across 2 million organizations globally. BoardEx for Dynamics integrates with your contacts and accounts to reach new prospects and enhance client relationships using your existing networks.
Highlights
Profile details such as experience, interests and other roles for over 1.5 million individuals
Covers key buyers and senior decision-makers at more than 2 million organizations
Description
The BoardEx application integrates with Microsoft Dynamics 365 CRM to automate workflows for effective B2B lead targeting, client relationship management, data hygiene and enrichment.
Compatibility
- Dynamics 365 Online
- Dynamics 365 On-Premise
Features
- Installation via a fully Managed Solution
- Integrates BoardEx data within the Account, Contact, and Lead entities
requirements
- Microsoft Dynamics 365 version 9.0.0 and above
- Dynamics 365 Sales
- A BoardEx account
additional information
- Installation via a fully managed solution
- Package Name: BoardEx Dynamics 365 CRM Integration
- Version: 9.0.1
- Latest Release: 5th March 2021
- Languages: English