Microsoft Dynamics 365 + Geckoboard Integrations
Put Microsoft Dynamics 365 + Geckoboard to work with AI and enterprise-grade automation
Learn more about Microsoft Dynamics 365 integrations or talk to a human
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Workflows you can build between Microsoft Dynamics 365 and Geckoboard
See the kind of workflows teams build with Microsoft Dynamics 365 and Geckoboard below — describe the exact one you want above and the Agent builds it on demand.
Microsoft Dynamics 365 + Geckoboard
When sales metrics update in Microsoft Dynamics 365 CRM, sync deal numbers to Geckoboard.
Log sales task when key metric threshold is breached
When performance metrics cross a specified boundary in Geckoboard, automatically log an activity in Microsoft Dynamics 365 so account managers can respond promptly.
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Refresh performance dashboards upon winning a deal
Whenever a deal is marked won in Microsoft Dynamics 365, prompt Geckoboard to instantly refresh financial dashboards for accurate, up-to-the-minute revenue tracking.
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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 Geckoboard to evaluate marketing campaign performance.
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Browse the full workflow library →
Looking to achieve something else with Microsoft Dynamics 365 and Geckoboard?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Microsoft Dynamics 365 and Geckoboard
Everything Microsoft Dynamics 365 and Geckoboard 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.
Knit's Integrations Agent builds Microsoft Dynamics 365's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Dynamics 365's API.
Geckoboard Explore Geckoboard →
A real-time metric dashboard software that displays key business performance indicators on shared office screens.
ActionsAdds a record to a Dataset
Send new values to a Custom Gauge Widget
Send new values to a Custom Number Widget
Send new values to a Custom Text Widget
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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.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
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Common questions about Microsoft Dynamics 365 + Geckoboard
Is there a pre-built Microsoft Dynamics 365 + Geckoboard automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft Dynamics 365 and Geckoboard's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Microsoft Dynamics 365 or Geckoboard connector?
No. The Agent works whether or not Microsoft Dynamics 365 or Geckoboard 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 Geckoboard to Microsoft Dynamics 365 help our sales team?
It automatically logs sales milestones into Geckoboard 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, Geckoboard can automatically refresh dashboards or export updated reports for leadership.