Connect and Integrate
Dynamics 365 with Vitally

Connect Dynamics 365 to Vitally and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Dynamics 365 and Vitally

Select a trigger in Dynamics 365

Choose an event in Dynamics 365 like “New event in Dynamics 365,” to set off your automation.

Automate an Action in Vitally

Connect your Vitally account and select an action like “Take action in Vitally” to make your work flow.

Customize the Workflow

Build your Dynamics 365 - Vitally automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Dynamics 365 and Vitally
to Automate these Workflows

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About Dynamics 365

Dynamics 365 is a cloud-based suite of intelligent business applications developed by Microsoft like Power BI and Azure Logic Apps. It combines enterprise resource planning (ERP) and customer relationship management (CRM) functions, offering tools for sales, marketing, customer service, finance, operations, and more.

About Vitally

Vitally is a customer success platform for B2B SaaS companies that smoothly aggregates customer data into 360° profiles for real-time insights, health scoring, and workflow automations to detect churn risks and engage accounts. Vitally also supports collaboration with dedicated workspaces and integrates with tools like Salesforce and other CRMs to streamline customer success and drive up customer retention.