Dynamics 365 Sales or Dataverse
Connect via Dynamics 365 APIs or Dataverse. Opportunities, accounts, and revenue stay in your Microsoft stack.
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Integrations · CRM
Sapien + Microsoft Dynamics CRM
Use your Dynamics 365 Sales data where it lives. Get pipeline and revenue decomposition, traceable insights, and repeatable workflows that connect CRM to finance.
How Sapien integrates with Microsoft Dynamics CRM
Your entities and business units
We map your entities, custom fields, and sales territories so analyses use your actual CRM definitions.
CRM + ERP in one layer
The Company Engine connects Dynamics CRM with Dynamics 365 Finance or other ERPs for end-to-end pipeline-to-revenue analysis.
Learn more about Microsoft Dynamics CRM.
What you can do better with Sapien
Microsoft Dynamics CRM gives you the data. Sapien adds driver-level analysis, traceability, and repeatable workflows so your team spends less time reconciling and more time deciding.
Pipeline and revenue decomposition that explains the number
Dynamics CRM gives you the pipeline; Sapien decomposes why revenue moved. Get full variance walks and drill to opportunity level with citations.
One analytical layer across Dynamics CRM and finance
Combine Dynamics CRM with your ERP, spreadsheets, or data warehouse in one place. Sapien understands relationships so sales ops and finance work from a single source of truth.
Repeatable workflows for pipeline and revenue reviews
Turn the analysis you run every month into Workflow Agents that run identically each period. Shift from manual pipeline reviews to a consistent cadence.