Connector
CRM
Microsoft
Dynamics 365
Sales
Virtual Integration
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Dynamics 365 Sales

Empower end users to custom report & securely access Dynamics 365 Sales data anywhere.

Simplify custom integration and reporting with Dynamics 365 Sales.

Popdock lets you empower your end-users to access, work with, and take action on data from anywhere in the app where they work. Go beyond the native views to work with more data and access insights from external system data real-time.

With Popdock, you can:

  • Combine Dynamics 365 table data + data from other apps for advanced segmentation
  • Use an intuitive to interface to add as many filters as you’d like and work with Dynamics 365 data
  • Share data and reports with other people in your company that you don’t necessarily want logging into Dynamics 365
  • Embed related external data in Dynamics 365 or embed Dynamics 365 data in other apps

Get the complete view of your customers with Virtual Integration.

Virtual Integration means that you’re able to embed data (using Popdock widgets) in the app where your team works and needs the insight. In the case of Dynamics 365 data, a very popular use case is embedding ERP transactions in Dynamics 365 on the related account record.  Relevant data from external systems allows your team to work smarter as well as better sell and service your customers.

With Popdock widgets, you can Virtually Integrate any Dynamics 365 data in other apps. Learn more about different ways to present data where your team works.

Combine Dynamics 365 data to get to the exact details.

Popdock includes powerful options to combine data, addrestrictions, variables, and calculations. Join, merge, compare and summarize data across Dynamics 365 tables and with other cloud and on-premise applications you use.

Some examples of combining data include:

ERP + Dynamics 365 Sales:  

  • Sales summaries with relationship manager (from CRM) by comparison date filters: daily sales, this month, year-to-date, this quarter, etc.
  • ROI & spend related to campaigns
  • Commission reporting

Combine data from multiple tables in Dynamics 365 into one report

Combine data from multiple Dynamics 365 environments

Exception reports:

  • Any place where data may be missing
  • Data not integrated between Dynamics 365 Sales and your other apps

Dynamics 365 + Legacy system data reporting

Empower Dynamics 365 end-users to get to the details.

Popdock changes the reporting experience, it allows end users to create and customize their favorite reports with some pretty intuitive features that don’t require being a data scientist:

  • Unlimited filtering with advanced comparison options – periods (daily, monthly, quarterly, annual options) and compare to other data
  • Search
  • Add/Remove Columns
  • Group/Subgroup
  • Quickly create charts
  • Share, tag, and export
  • Use any lists in the Popdock Add-in for Excel
  • Enable an API endpoint for any Popdocklist to use in PowerBI or Tableau

The best part is that users have a universal interface and way to query any data, not just their Dynamics 365 data. Popdock includes connectors for a variety of business apps as well as universal connectors to databases and cloud applications via API’s.

Technical Details

Popdock lets you create lists that include data from multiple tables and multiple sources, if you’d like.  With the Dynamics 365 connector, you can provide access to any data that’s available via the Dynamics 365 web API.

Learn how to add a Dynamics 365 Sales Connector here.

Common Questions

Frequently Asked Questions

What is the price for this connector?

There actually isn’t connector-based pricing. All of the available Popdock connectors are available with the purchase of every Popdock Plan. You can set up as many reports, connectors, and Popdock widgets as you’d like in all of the pricing plans. Learn more about pricing here

Is it possible to report across multiple instances of Dynamics 365?

Yes, you can set up a connector for each Dynamics 365 environment and then use custom lists to join, merge, compare or summarize your data.

Do all my Dynamics 365 users need a Popdock user license if they’re accessing data via an embedded Popdock widget?

It depends how you set up the Popdock widget.  If you’re looking for the Popdock widget data to inherit security from the source system, then, yes.  If you’re using a service user for the source data, then your Dynamics 365 users do not each need a dedicated Popdock user.

Where can Popdock widgets be embedded in Dynamics 365?

Popdock widgets can be embedded as a web resource (or iFrame) in Dynamics 365.  The most common scenarios are embedding external data with parameters on specific records and to embed Popdock within dashboards.

Is it possible to get Popdock reports into Microsoft Excel?

Yes, the Export to Excel option can be turned on for any Popdock list and can also be made available within Popdock widgets. One Popdock app we highly recommend is the Popdock add-in for Microsoft Excel, which allows the end user to select any Popdock list favorite available to them to bring the data into Microsoft Excel.  

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We're committed to your privacy. eOne Solutions, the creator of Popdock, uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

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