About Dynamics 365

The Dynamics 365 integration connects complex sales processes with Aerion’s project and team planning. Deals and opportunities created in Dynamics 365 can be synced directly into Aerion, giving delivery teams immediate access to client details, budgets, and agreed timelines. This eliminates manual handovers, ensures consistency across departments, and helps organizations run enterprise projects with greater control and profitability.

How this integration works

• Opportunity Sync: Import opportunities and deals from Dynamics 365 into Aerion, complete with budgets and timelines.

• Enterprise Handover: Ensure delivery teams have all client and contract data the moment a deal closes.

• Real-Time Updates: Keep sales and delivery aligned as deal details change.

• Custom Mapping: Configure which Dynamics fields flow into Aerion to fit enterprise needs.

• Unified Insights: Combine Dynamics pipeline data with Aerion analytics for a complete view of performance and profitability.