Microsoft Dynamics

Trace your leads from first engagement to converted sale with Ruler Analytics
Overview of integration

Microsoft Dynamics is a comprehensive CRM platform which brings together multiple workflows. It’s a one-stop solution for all your departments, including sales, marketing, finance and HR. It enables users to view all their customer data through a single pane of glass.

Ruler Analytics’ frictionless integration enhances Microsoft Dynamics CRM’s data with lead generation activities.

You can better equip your sales teams with key information about their leads such as recorded phone calls, web forms and live chat transcripts.

With two-way integration, Ruler Analytics gets your Accounts and Opportunities details and creates end-to-end visibility of your sales process. This can help you establish direct correlations between marketing campaigns and revenue gained. These insights can help you determine your best investments in your marketing platforms such as Google Analytics, Microsoft Advertising, Google Ads and Facebook.

The Sales and Marketing team will be able to join their efforts by having a single source of information. A cohesive messaging and sales strategy driven by powerful analytics will help you win all your Opportunities.

Key Benefits
How Ruler integrates with
Microsoft Dynamics


The ability to identify the most successful marketing platforms by revenue will enable you to create more accurate reports. You will be able to devise optimised marketing campaigns with justified budgets, removing any speculation and guesswork.


Gathering valuable information on each account can help you tailor your lead’s experience to result in a seamless sales process. All the data tracked from won and lost opportunities is invaluable for creating marketing and engagement strategies based on facts and data.


By providing hard data on the success of your marketing channels, you will be able to identify the most valuable platforms in terms of revenue gained. This will help you request uplifts or increased budgets in the upcoming financial year.