Valkre Connect for Microsoft Dynamics 365

Valkre extends Microsoft Dynamics 365 with a purpose-built platform for Key Account Management and Strategic Account Management.

While Dynamics helps organizations manage customers, opportunities, activities, and commercial data, Valkre provides the structured workspace teams need to develop and execute strategies for their most important accounts. Account teams can manage goals, growth initiatives, stakeholder relationships, whitespace opportunities, risks, action plans, and executive-ready account summaries in one connected experience.

The integration can embed the Valkre experience directly within Microsoft Dynamics, allowing users to access and update strategic account plans without leaving their CRM workflow. Organizations can also choose a data-only integration that synchronizes relevant information between Dynamics and Valkre while users work primarily within the Valkre platform.

Valkre supports configurable, bi-directional data flows and can connect with multiple CRM environments, data warehouses, and enterprise systems. This gives complex organizations a consistent Key Account Management process even when different business units operate across Dynamics, Salesforce, or other CRM platforms.

By connecting CRM data with the strategic context captured in Valkre, companies gain:

Valkre complements Microsoft Dynamics rather than replacing it. Dynamics remains the system of record for customer and opportunity data, while Valkre fills the gap between CRM activity tracking and the deeper strategic planning required to grow, retain, and manage an organization’s most important customer relationships.