Introducing Grata’s New Microsoft Dynamics Integration

For the modern dealmaker, transactions are a very collaborative process. With a high volume of inputs, handoffs, and deliverables across separate teams, deal stages, and tools, fragmented workflows are common and hard to correct. These disjointed processes lead to information silos, low data confidence, and extra work.  

Fast, streamlined execution across organizations hinges on full deal cycle visibility, workflow transparency, and a single source of truth across internal and external data. Grata’s integrations enable all of the above by building one centralized ecosystem within your CRM.

Today, we’re excited to announce the launch of Grata’s newest CRM integration: Microsoft Dynamics, which further broadens the set of CRM workflows Grata can power.  

Integrations That Work the Way You Do

Pull Grata Data into Dynamics

Grata’s CRM integration syncs company & contact records, notes, and tags in Microsoft Dynamics, eliminating tedious data entry and ensuring accuracy at scale. Our Auto Data Updater continually enriches existing, and new, companies to keep records fresh.  

Combining Grata’s industry-leading private market intelligence with existing internal data, users build a source of truth within Dynamics. With centralized data & increased visibility, teams working across all parts of the deal get confidence, and time back, knowing nothing’s been lost or overlooked come handoff.

Push Dynamics Data into Grata  

Grata's Microsoft Dynamics integration can also be set up bi-directionally, allowing teams to surface their own data securely within Grata.  

Leverage data like CRM ownership, last touchpoint, relationship scores, or other defined custom fields right in your Grata lists, searches, and company profiles. Instant CRM context in a single pane-of-glass view within Grata enables better prioritization and improved outcomes by keeping everyone in the know.

Unlock Deeper Insights

Integrating Grata with your CRM doesn’t just keep your data organized and refreshed, it drives results. With Dynamics data overlaid in Grata, teams can:

• Exclude companies already in your CRM from your Grata searches to keep results net‑new

• Monitor tagged T1 targets to reach out for high impact touchpoints like newly announced funding events, awards, conference attendance, etc.  

• Use Dynamics notes and tags within company profiles to stay on top of changing team priorities without leaving the Grata platform

• Plan conferences more efficiently by filtering attendee lists against your pipeline to schedule high priority meetings earlier

• And much more...

If your team uses Microsoft Dynamics and wants fresher data, better visibility, cleaner handoffs, and more efficient workflows, we’d love to show you how this integration can transform your sourcing and pipeline management.

Reach out to your Grata representative or contact our team to explore the integration today.