FORMSWORKFLOWDATA

  • Out-of-the-box CRM integration

    Quickly build business applications that integrate seamlessly with the Microsoft Dynamics CRM environment. With access to all your accounts, opportunities and activities, managing your customer relationships has never been easier.

  • ADD CRM DATA TO FORMS

    With K2's out-of-the-box Microsoft Dynamics CRM integration, you can add customer data to your forms, giving you access to all the information you need to make informed decisions and complete tasks faster.

  • INTEGRATE CRM WITH WORKFLOWS

    Use K2 to build workflows that create and update entities within your CRM environment. K2's Microsoft Dynamics CRM wizards provide a consistent and accurate way to ensure that CRM data is always up-to-date.

  • K2 SMARTOBJECTS PROVIDE FULL VISIBILITY

    K2's out-of-the-box CRM SmartObjects give you access to all the information in your Microsoft Dynamics CRM environment, so you can build applications and reports that give you full visibility into your customers and sales activities.