Connect Dynamics 365 Sales Without Constraints

IntelliPaaS connects Dynamics 365 Sales with your core business systems – streamlining customer engagement and sales operations across cloud and on-prem environments with no code required.

Dynamics 365 Sales Integration Capabilities

• Bi-directional sync of leads, opportunities, accounts and custom entities
• Automate handoffs between sales, marketing, finance and support systems
• Trigger flows on stage changes, activity updates or new record creation
• Enrich sales records with data from ERP, ITSM or eCommerce platforms
• Visual flow builder with full support for pro-code logic
• Secure deployment in cloud, on-prem, hybrid or air-gapped setups
• Compatible with both Lightning and Classic environments

Common Integration Scenarios

• Sync new opportunities into SAP S/4HANA or NetSuite for quote generation
• Push lead data to HubSpot or Marketo for automated nurture campaigns
• Trigger DocuSign workflows when opportunity stages advance
• Update customer records in ServiceNow or Zendesk based on sales activity
• Notify teams in Microsoft Teams when key deals close or escalate

Deployment Options

• SaaS or Private Cloud
• On-premise or fully air-gapped
• Containerized (Kubernetes, Docker)
• 100% regional data residency and compliance support included

Why IntelliPaaS

• No-code to pro-code flexibility
• Built-in security and audit features
• Reusable templates and connector kits
• Supports enterprise scaling and team governance
• Works across industries with long or complex sales cycles