Deliver Seamless Revenue Journeys in
Microsoft Dynamics 365

Automate Your GTM Process in Microsoft Dynamics 365 with LeanData

Say goodbye to broken revenue funnels and poor customer experiences. Discover LeanData’s Revenue Orchestration platform for Microsoft Dynamics 365, and start automating go-to-market processes with speed and precision. Connect your siloed data, tools, and teams, and orchestrate the right move for every customer moment.

Trusted by 1,000+ World-Class Customers

Revenue Orchestration Platform

Seamlessly Connect Data and Signals in Microsoft Dynamics 365

LeanData serves as the connective tissue between Microsoft Dynamics 365 and other GTM tools, working behind the scenes to ensure data is clean and flowing to the right place throughout the customer journey.

MATCHING

Operate with precision at any scale

Confidently match buyer signals to other CRM records with 95% accuracy, and customize tiebreakers for further accuracy.

---

• Match leads with accounts and other data in Microsoft Dynamics 365 to maximize CRM value
• Provide immediate visibility of record matches to reps, eliminating time spent on researching or cleaning data
• Reference data on any matched record to make the most accurate assignments and updates

ROUTING

Streamline GTM workflows with ease

Design and deploy automation for any business logic at scale using a flexible, drag-and-drop interface.

---

• Automatically assign and update records in real time leveraging custom criteria
• Route records according to assignment models like Round Robin, Territory, and explicit users
• Notify team members of recent updates or immediate action needed at any moment, with complete context

OPERATIONAL INSIGHTS

Orchestrate with complete transparency

View and optimize revenue operations with automated SLA tracking, routing insights, and detailed audit logs of every automated match, decision, and action.

---

• Quickly surface errors and bottlenecks to accelerate issue resolution and improve performance
• Easily monitor and enforce custom SLAs to drive accountability and keep customers engaged
• Access the right insights to adapt logic and workflows as GTM requirements evolve

“This has become the gold standard for our organization. It arms the sales team with everything they need to hit the ground running: who to talk to, when to contact them, and what to talk about. It also allows us to automate as much as we need and operate at scale. We have the full support of sales leadership and the revenue operations team. They now see this as a mission critical process.”

Go-To-Market Operations Manager Mid-Market IT Services Company

Related Resources

Blog

10 Lead Routing Plays You Can Do in LeanData

LeanData lead routing can be as simple or complex as you need it to be. Elevate your lead routing game with these 10 plays.

eBook

The Enterprise Guide to Choosing Lead Management Software

Don’t let a bad system block your best leads. Read the guide and find the solution that fits your team, your tech stack, and your…

Solution Brief

Work Smarter, Grow Faster: How LeanData Helps You Do More With Less

See how lean teams use LeanData to save time, cut costs, and accelerate revenue growth.

Resources