DSMicrosoft Dynamics 365 Sales + Klayara
Dynamics 365 Sales reporting next to your finance and operations data. Connect Dynamics 365 Sales to Klayara to report on opportunities, accounts and forecasts together with your ERP, billing and support data. Sales leaders get one pipeline view across business units, and viewers who only read reports take a lower-priced seat.
Scheduled importCloud or self-hostedPermissions applied everywhere
Your Microsoft Dynamics 365 Sales data, readable by everyone who should see it.
- Opportunities and forecasts by business unit
- Accounts joined to orders and invoices
- Permissions by team and territory
- Forecast reviews delivered on schedule
- Connect — tell our team which Microsoft Dynamics 365 Sales account to use, and we connect it with you.
- Choose tables — pick what to make available, and how often to refresh.
- Build — drag and drop charts, set who sees what, schedule the reports.
Our BI developers can connect Microsoft Dynamics 365 Sales and build your first dashboards as part of onboarding. About the service.
Want Microsoft Dynamics 365 Sales in Klayara? Ask our team about connecting Microsoft Dynamics 365 Sales — tell us what you report on and we will set it up with you.
What teams build on Microsoft Dynamics 365 Sales.
Forecast review
Committed, best case and pipeline against quota by quarter.
Opportunity health
Open opportunities by age, stage and next step date.
Account plan
Revenue, open opportunities and support cases per key account.
Business unit comparison
Bookings and win rate for each unit side by side.
Connect these alongside Microsoft Dynamics 365 Sales.
Microsoft Dynamics 365 Sales questions, answered.
Something else on your mind? Ask us directly — a person answers.
How do we connect Dynamics 365 Sales to Klayara?
Ask our team about connecting Dynamics 365 Sales. Tell us which account to use and what you report on, and we set it up with you — usually as part of onboarding, so your first dashboards are ready when you start.
What does Klayara cost for sales leaders who only read Dynamics 365 reports?
Klayara is priced per user with published prices: Viewers from $10 and Builders from $18 per user a month, billed yearly, with no minimum number of users. Viewers open dashboards, filter, download and ask questions; Builders build. On Enterprise, viewers are unlimited inside one yearly platform fee.
Can Klayara AI explain a change in the forecast?
Yes. Why did this change? on the forecast chart explains which opportunities and teams moved it, in plain words. Klayara AI comes with the Growth and Enterprise plans (Growth includes 150 AI credits a month for the whole workspace) and runs only when someone clicks.
See your Microsoft Dynamics 365 Sales data in Klayara.
Bring the report you rely on most. We'll rebuild it live on the call, from your own data, and show you what comes next.
Prefer to see plans first? See pricing