CRM & Customer Success

Connect Microsoft Dynamics 365 to Orbits.

Bring Dynamics CRM data into agency reporting for larger B2B and enterprise clients.

What you can report on

Microsoft Dynamics 365 source status, selected reporting focus, and requested connector details.

Choose reporting focus

Pick the primary job this source should do in client reports. This keeps the requested connector scoped to the data that matters first.

Request Microsoft Dynamics 365

This source is available in the catalog as a requested connector. Add the account or workspace label so the Orbits team can prioritize the right data shape.

Customize dashboard

Tell Orbits which metrics, objects, or dimensions should matter most once this connector is wired.

Confirm setup

Orbits stores your project-level setup, caches vendor-shaped data, and generates the first dashboard. You can refresh it later or reopen customization without leaving the page.