Custom Dynamics 365 Sales dashboards
Get a complete overview of your business performance with Plecto dashboards. Import your data directly from MS Dynamics 365 Sales to Plecto and build customized dashboards that visualize your KPIs in real time.
Sales
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About Dynamics 365 Sales
Dynamics 365 Sales is a high-powered CRM platform that offers different sales solutions for businesses.
Additional help
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Create real-time Dynamics 365 Sales dashboards with Plecto
The Microsoft Dynamics 365 Sales integration will enable you to create a full overview of your sales KPIs in real time.
Create fully customized Microsoft Dynamics 365 Sales dashboards with Plecto and add value to your KPIs through meaningful visualizations. Display your Dynamics 365 Sales metrics on a wide variety of widgets, including graphs, speedometers, charts, and tables, and use conditional colors to easily identify your progress towards your goals.
Make use of Plecto's unique gamification features by creating leaderboards and contests that spark motivation among your sales team. Set up custom notifications that trigger every time an employee achieves a goal like reaching a new milestone or closing a sale!
With Plecto's integration to Dynamics 365 Sales, you can create and configure Dynamics 365 Sales dashboards focused on sales KPIs. See the metrics for calls, accounts, your current leads and opportunities, and more! With Plecto, you can easily display your Microsoft Dynamics 365 Sales KPIs on dashboards on TV screens in the office, on your computer, or access them from your mobile device thanks to our iOS and Android apps.
What types of data can you import from Dynamics 365 Sales?
Campaigns
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Custom Objects
Update frequency
Every 2m
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Campaign responses
Update frequency
Every 2m
Supports custom fields?
No
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Tasks
Update frequency
Every 2m
Default member field
Owner ID
Default date field
Created on
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Calls
Update frequency
Every 2m
Default member field
Created by
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Contacts
Update frequency
Every 2m
Default member field
Owner
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Opportunities
Update frequency
Every 2m
Default member field
Owner
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Leads
Update frequency
Every 2m
Default member field
Owner
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
Appointments
Update frequency
Every 2m
Default member field
Owner ID
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
No
Accounts
Update frequency
Every 2m
Default member field
Owner
Supports custom fields?
Yes
Supports automatic registration deletion?
No
Supports relations? (BETA)
Yes
How it works
1. Connect your data sources
One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.
2. Build dashboards
Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.
3. Boost team performance
Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.
Boost performance with real-time insights
Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.
