Microsoft Dynamics 365 Funnelytics

Microsoft Dynamics 365 + Funnelytics Integrations, Built by an AI Agent

Put Microsoft Dynamics 365 + Funnelytics to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Microsoft Dynamics 365 and Funnelytics below — describe the exact one you want above and the Agent builds it on demand.

Log sales task when key metric threshold is breached When performance metrics cross a specified boundary in Funnelytics, automatically log an activity in Microsoft Dynamics 365 so account managers can respond promptly. See details
Refresh performance dashboards upon winning a deal Whenever a deal is marked won in Microsoft Dynamics 365, prompt Funnelytics to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking. See details
Export executive report when a high-value lead is created When a new lead enters Microsoft Dynamics 365, automatically generate and export a detailed analytics report in Funnelytics to evaluate marketing campaign performance. See details

Browse the full workflow library →

Looking to achieve something else with Microsoft Dynamics 365 and Funnelytics?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Microsoft Dynamics 365 and Funnelytics

Everything Microsoft Dynamics 365 and Funnelytics can do inside a workflow — the triggers that start one and the actions that run when it fires.

Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →

An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.

Triggers
New Account

Triggers when a new account is created.

Updated Account

Triggers when an account is updated.

New Contact

Triggers when a new contact is created.

Updated Contact

Triggers when a contact is updated.

New Custom Entity

Triggers when a new custom entity is created.

New Case/Incident

Triggers when a new case/incident is created.

Actions
Create Account

Creates a new account.

Create Campaign

Creates a new campaign.

Create Contact

Creates a new contact.

Create Campaign Response

Creates a new campaign response.

Create Case/Incident

Creates a new case/incident.

Create Custom Entity

Creates a new custom entity.

Funnelytics Explore Funnelytics →

Funnelytics is a visual marketing analytics platform that maps, tracks, and analyzes user conversion funnels and customer journeys online.

Actions
Custom Action

Track any kind of action that you want with the flexibility of the custom action

Deal Pipeline Action

Track deal pipelines updates

Form Submission

Track form submissions.

Transaction Action

Track transaction actions, like purchases or refunds.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

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FAQ

Common questions about Microsoft Dynamics 365 + Funnelytics

Is there a pre-built Microsoft Dynamics 365 + Funnelytics automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Dynamics 365 and Funnelytics's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Microsoft Dynamics 365 or Funnelytics connector?

No. The Agent works whether or not Microsoft Dynamics 365 or Funnelytics already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Funnelytics to Microsoft Dynamics 365 help our sales team?

It automatically logs sales milestones into Funnelytics for real-time reporting and lets BI alerts update record details or log activities in Microsoft Dynamics 365 when key thresholds are reached.

Can dashboard updates be automated when deals close in Microsoft Dynamics 365?

Yes, whenever key milestones like winning a deal occur in Microsoft Dynamics 365, Funnelytics can automatically refresh dashboards or export updated reports for leadership.

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