All your customer data in Dynamics, searchable in Computer. Just ask.

Microsoft Dynamics CRM screenshot

Cases, opportunities, contacts – your team lives in Dynamics 365, but that data rarely reaches the people who need it. Connect it and customer context travels with the work.

Features

  • Full CRM import Brings in accounts, contacts, leads, opportunities, cases, products, and knowledge articles – everything your sales and support teams rely on, right inside Computer.
  • Support case sync Dynamics 365 cases become tickets in Computer, complete with SLA info, linked contacts, and entitlements. No more switching tabs to check case history.
  • Knowledge base in reach Knowledge articles from Dynamics sync as searchable content in Computer. Agents can find answers without leaving their workflow.
 

Use Cases

  • Sales rep preparing for a call All account history, open opportunities, and recent cases are in one place – no digging through Dynamics before every meeting.
  • Support agent handling a case Instantly see a customer's full history: past cases, entitlements, linked contacts, and relevant knowledge articles, all without leaving Computer.
  • Team lead reviewing pipeline Search and query synced opportunities across accounts to get a clear picture of where deals stand.