Mindtickle for Microsoft Dynamics 365 Sales

Equip your GTM team with hyper-relevant content, sales guidance, and buyer engagement capabilities at every stage of the deal, inside Microsoft Dynamics 365, so every rep has what they need to show up prepared, engage buyers, and close more deals.
This connector surfaces Mindtickle's capabilities into Dynamics 365, enabling seamless information flow between the two systems so sellers can access what they need without leaving their CRM.

Get the right content in front of every rep, every deal
Access Mindtickle's module and asset recommendations directly within Dynamics 365 Opportunities. Recommended, bookmarked, and shareable assets, Hubs, and Plays are all accessible within the Opportunity.

Surface call insights where deals live
Keep reps up-to-date at every stage of the sales cycle with call recordings and insights within the Dynamics 365 opportunity. Sellers and managers get a complete conversation history connected to the deals and relationships that matter most.

Give managers a complete view of team readiness
Learner completion and scores sync back into Dynamics automatically. Pre-built reports covering module adoption by user and by contact are available by default. Access Mindtickle's readiness dashboard from within Dynamics 365 to connect pipeline data with seller readiness metrics in one place.

Turn buyer engagement into deal momentum
Launch Digital Sales Rooms directly from Opportunities in Dynamics 365. Every buyer interaction is tracked automatically, giving sellers and managers clear visibility into engagement and deal momentum without leaving the CRM.

Seller guidance in the flow of work
Access Mindtickle Copilot inside Dynamics 365 for conversational guidance and insights in the flow of work, without switching tools. Reps get the answers and guidance they need exactly when they need it, without breaking their flow.