Dynamics 365

Why connect Dynamics 365 with Ziggu?

Microsoft Dynamics 365 is powerful for managing your internal processes - from CRM and document storage to invoicing.
Ziggu complements that power by giving your Clients a clear, structured, and branded communication portal for every project.

By integrating both tools, you can ensure that all relevant project data, client information, documents, and invoices flow automatically into Ziggu - so your team doesn’t have to re-enter anything, and your customer always sees the most up-to-date information.

From closing a deal to delivering the final result, the integration makes your workflow seamless and scalable.

Main benefits of the integration

• No more double entry
  Deals, contacts, documents, and invoices are synced directly from Dynamics to Ziggu - automatically.
• Start every project with confidence
  Once a deal is marked as signed, Ziggu creates the corresponding project and links the right client(s), instantly.
• Centralized client experience
  Clients get access to their full project: updates, decisions, documents, and invoice overviews - all in one branded portal.
• Keep your internal tools private
  Dynamics remains your internal workspace. Ziggu presents only what your client needs to see, in a clean, controlled way.
• Save hours across large portfolios
  With dozens of projects or hundreds of Clients, automating your sync flows avoids critical admin overload.

How it works

You can activate one or more integration modules depending on your workflow:

CRM sync

• Sync contacts and deals from Dynamics 365 to Ziggu
• A closed or approved deal creates a new project in Ziggu
• Linked Clients are automatically added to the correct project

Document sync

• SharePoint-based documents from Dynamics can be synced directly to Ziggu
• Documents are matched to the right project, Client, and category
• Clients are notified when new files are shared

Invoicing sync

• Invoices issued in Dynamics 365 can be synced to the Financials or Documents feature in Ziggu
• Clients can view, track, and stay informed about payment deadlines - without extra follow-up

Syncs run hourly or daily, with custom logic available for complex implementations.

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