CRM integration with MS Dynamics
A
Ashlyn Vogel
Please add MS Dynamics to our FMG account. Currently, the lack of integration requires us to manually upload Excel files, which is extremely time-consuming and inefficient. Because we are continually acquiring new prospects and clients, this manual process slows down our workflow, creates unnecessary room for error, and limits our ability to scale effectively.
Since MS Dynamics integration is already available to other companies, we feel it’s important that we have access to the same capabilities. Having this integration would streamline our operations, reduce redundant administrative work, and allow our team to focus more on client engagement and business growth rather than repetitive manual tasks.
Thank you for prioritizing this request. I’m confident it will make a meaningful difference in our efficiency and client experience.