Get a Complete View of your Pipeline and Projects

Connect Dynamics ERP and CRM to keep project financials up-to-date, increase visibility, and expedite on budget project delivery.

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With the Dynamics 365 CRM integration, your projects can be created automatically and pre-populated with important information from deals. This allows service delivery teams to more effectively begin project execution and allows sales teams to see key metrics about the projects they sell. Having relevant information with which to reach out and follow up with customers, will drive repeat business and build stronger relationships. With the Dynamics 365 ERP integration, you can keep project financials up-to-date to increase visibility and expedite on budget project delivery.

  • + Trigger new Mavenlink projects from Microsoft Dynamics 365 CRM to streamline sales to service engagement
  • + Track pipeline in Mavenling via status changes in Microsoft Dynamics 365 to accurately forecast resourcing needs
  • + Stay informed on the health of each engagement by monitoring budget, status, and percent complete

Automatically Generate Mavenlink Projects

Mavenlink projects and project groups are automatically created and synchronize bi-directionally with important information whenever your Microsoft Dynamics 365 deal reaches a selected stage.

Avoid Redundant Time and Expenses Entries

Approved timesheets and expense reports in Mavenlink are pushed to Microsoft Dynamics 365 including currency, rate and service item.

Gain Project Visibility in Microsoft Dynamics 365

The Mavenlink and Microsoft Dynamics 365 integration provides your project delivery team with visibility into your sales pipeline, allowing them to forecast upcoming commitments and properly scope work.