Loopio’s Microsoft Dynamics 365 Integration

Effectively manage opportunities through the entire sales and response process.

With Loopio’s Dynamics 365 integration, easily coordinate deliverables and opportunity progress across your teams. Plus, unlock more powerful reporting and analytics via PowerBI.

• Start RFP Responses from Dynamics 365

  Create Loopio projects directly from your Dynamics 365 opportunities.

• Keep your CRM and Response Platform Connected

  From project information to custom details, data always stays in sync across both Dynamics 365 and Loopio.

• Analyze Your Responses & Opportunities

  With PowerBI, get a full view of your sales and response metrics and health.