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 connects to Microsoft Dynamics CRM.

Dynamics 365 Sales or Dataverse

Connect via Dynamics 365 APIs or Dataverse. Opportunities, accounts, and revenue stay in your Microsoft stack.

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 your team can do with Sapien.

Connect driver-level analysis, traceability, and repeatable workflows to your day-to-day decisions.

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.