Oneflow for Microsoft Dynamics
Create, send, e-sign, and track your contracts directly from Microsoft Dynamics with Oneflow.
How Oneflow for Microsoft Dynamics integration works
Oneflow for Microsoft Dynamics boosts your sales cycle and increases hit-rate by automating tasks that are killing your sales momentum.
Accelerate your sales cycle
Oneflow’s deep integration with Microsoft Dynamics lets you generate proposals faster from web-based templates. The data already entered in Microsoft Dynamics is automatically pulled into your contracts and proposals, saving you time and eliminating the risk of errors.
Faster closing
Negotiate with your prospect and make changes to your proposal in real-time, directly in your browser. Reach an agreement faster when not having to email back and forth.
Faster closing
Negotiate with your prospect and make changes to your proposal in real-time, directly in your browser. Reach an agreement faster when not having to email back and forth.
Track your deals
Always be proactive in your sales process. Closely monitor contract status inside Microsoft Dynamics and get notifications when your prospect receives, opens, and signs your proposal.
Frictionless signing
Get your proposals signed easily and securely with legally binding e-signatures. Choose the signing method that suits you the best – either with electronic ID in the Nordics, or standard e-signature with email or SMS.
Frequently asked questions
Microsoft Dynamics users who want to streamline their sales process by having only one workflow from proposal to sign.
No, the integration is a native, plug-and-play package that any salesperson can benefit from to connect Oneflow for Microsoft Dynamics. Follow the guide to connect Oneflow for Microsoft Dynamics.
Read more at our Help Center or contact Oneflow support team at support@oneflow.com.
Want to see how it works?
We’d love to show you in a demo. If you have any special requests, please let us know.