National: Advaiya is excited to announce the availability of Account 360 on Microsoft AppSource, empowering businesses with instantly accessible, intelligent account dashboards embedded directly into Dynamics 365.
By eliminating the need to switch between screens, Account 360 delivers a unified view of account metrics such as revenue trends, opportunity statuses, and key contacts right within the native CRM environment.
Key features:
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Dynamic KPI visualizations: View interactive cards that display win/loss opportunities, contacts related to key accounts, and account statistics such as number of leads, revenue, and total estimated revenue from open opportunities.
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Centralized account overview: Access contacts, open opportunities, and closed deals from a single embedded tab built natively for Dynamics 365.
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Effortless exploration: One-click filters let users drill down by contact or opportunity status, with an option to clear filters and reset the view.
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Modular integration: A configurable web resource or iFrame enables seamless reuse of the dashboard across Dynamics modules and custom pages.
What’s in it for Your Teams?
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Sales teams gain laser-sharp focus by instantly visualizing new leads, opportunity value, and the next steps speeding up deal qualification.
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Marketing teams benefit from accurate account engagement data and full visibility into contacts, and their open deals fueling smarter campaign targeting.
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Customer service teams access comprehensive account histories and linked records, enabling faster, more personalized support.
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Across the organization, team efficiency soars thanks to reduced clicks, consolidated data, and a single source of truth embedded in the CRM.
Why is Account 360 a game-changer?
Traditional CRM workflows often scatter critical data across multiple screens, slowing teams and risking missed opportunities. Account 360 changes by surfacing everything you need- healthy pipeline metrics, responsive contacts, and revenue insights- in one place. Built natively on Dynamics 365, it’s easy to deploy, scalable across business units, and ready for customization.
Account 360 is now officially listed on Microsoft AppSource, open for trial and immediate deployment. Transform your CRM with smarter account visibility. Explore Account 360 on Microsoft AppSource today or get in touch with Advaiya to request a personalized demo at www.advaiya.com.