Turtl

Turtl and Microsoft Dynamics 365 can share data to provide features such as individual contact profiles.

Configuring Your Microsoft Dynamics 365 Integration

Connect engagement insights to your CRM with Turtl and Microsoft Dynamics

How to track Turtl-influenced pipeline and revenue using Microsoft Dynamics

Understand how to track individual Microsoft Dynamics 365 leads in your reports.

Identify readers in Turtl Analytics

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Create your workspace and invite the people you work with.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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