Create, Send, and Track Presentations from Dynamics 365 with our DIGIDECK Widget
Microsoft Dynamics is the backbone for many sales organizations (its CRM)—managing contacts, tracking opportunities, and driving day-to-day pipeline activity. But when it’s time to create and deliver a compelling presentation, most teams still step outside their CRM, leading to manual work, missed details, and a disconnect between data and outreach.
Do these scenarios sound familiar?
+ Sales requests for custom decks slow down the process as they bounce between teams.
+ Reps reuse old PowerPoints, risking outdated branding or messaging.
+ There’s no easy way to see how prospects interact with presentations—if at all.
DIGIDECK’s Microsoft Dynamics integration changes the game. With DIGIDECK embedded directly inside Dynamics, your team can generate, personalize, send, and track presentations, right from any record. No toggling between systems. No lost time. No risk of off-brand content.
How It Works: Seamless Presentation Creation Inside Dynamics
Everything starts from within Dynamics. Whether you’re on an Opportunity, Lead, Account, or Contact, the DIGIDECK widget is available with a single click. Instantly, relevant CRM data is pulled in:
Prospect name and company
Industry vertical
Deal size and stage
Territory or regional data
Account owner or team assignment
This information powers smart automation behind the scenes. DIGIDECK selects the right template and loads in the content that matches the prospect’s needs. For example:
- Enterprise accounts might see in-depth technical slides, industry benchmarks, and relevant enterprise case studies.
- Small business prospects get concise decks with pricing options and onboarding highlights.
- Healthcare leads automatically see compliance credentials and sector-specific proof points.
With the Dynamic integration, sSales retains the ability to fine-tune the deck, but marketing’s brand standards are always enforced. The entire process, from data to ready-to-send presentation, takes less than a minute.
Sending and Tracking: Effortless, Insightful, and Always On-Brand
When the presentation is ready, reps simply hit “Send Presentation” from inside Dynamics. DIGIDECK generates a branded, trackable link—no attachments, no file uploads, no version headaches. The link can be added to a Dynamics email template or sent directly through the CRM’s communication tools.
Recipients get an interactive experience, with video, animation, embedded forms, and more, on any device. Reps can preview the deck before sending, ensuring every message is spot-on.
Once sent, DIGIDECK’s analytics kick in. Every presentation sent through Dynamics is tracked:
- See which slides were viewed, and for how long
- Track clicks on embedded calls-to-action
- Monitor total engagement time, repeat visits, and internal shares
- Get real time alerts the moment your presentation is viewed
All this engagement data automatically flows back into Dynamics, giving sales teams actionable insights for their next move. If a decision-maker spends extra time on pricing, you’ll know to follow up on budget. If someone skips the intro, you can focus on what matters most.
TRY IT YOURSELF
Built for Teams: Configurable, Scalable, and Easy to Govern
DIGIDECK’s Dynamics integration is designed for simplicity and control:
- Admins can set which templates are available by team, territory, or deal stage
- Dynamic content modules can be mapped to any field in Dynamics
- Updates to messaging and visuals are managed centrally—every user is always on-brand
- Presentation activity is tied to CRM metrics for easy reporting and oversight
- Once your templates and rules are set, reps can create unlimited, customized, and trackable presentations without bottlenecks or extra steps.
Real-World Scenarios: How Teams Use DIGIDECK + Dynamics
Here are some practical ways organizations are using this integration to streamline their process and drive results:
1. Instant Deck Delivery from Lead Capture
Scenario: A new lead enters Dynamics from a website form, event, or manual entry.
How it works: Dynamics triggers DIGIDECK to assemble a personalized presentation linked to the lead record. The assigned rep is notified, reviews the deck, and sends it out within minutes—no waiting for marketing, no manual deck-building.
2. Dynamic Decks Tailored to CRM Data
Scenario: A sales rep updates a key field—like industry, product interest, or deal stage—in Dynamics.
How it works: DIGIDECK automatically assembles a deck with relevant slides, case studies, and offers. For example, changing the industry field from “Healthcare” to “Finance” swaps in sector-specific proof points and compliance slides. This ensures every presentation is relevant and up to date.
3. Engagement-Triggered Follow-Up
Scenario: A prospect opens a DIGIDECK presentation.
How it works: Dynamics logs the activity, and can trigger a task or automated alert for the rep to follow up—timed precisely when the prospect is most engaged. Reps can see which slides captured attention and tailor their outreach accordingly.
4. Role-Based Presentations for Complex Deals
Scenario: Multiple stakeholders are involved in a single opportunity (e.g., IT, Finance, Operations).
How it works: Dynamics can trigger different decks for each contact role, ensuring that every decision-maker receives tailored content that speaks to their unique priorities. For example, IT gets technical specs, Finance sees ROI and pricing, and Operations reviews implementation timelines.
5. Automated Recap and Renewal Presentations
Scenario: A contract renewal date is approaching.
How it works: Dynamics triggers DIGIDECK to create a recap presentation highlighting usage stats, value delivered, and new opportunities. The rep can send this proactively, opening the door for renewal or expansion conversations with data-backed storytelling.
6. Event Follow-Up at Scale
Scenario: After a trade show or webinar, dozens of new leads are imported into Dynamics.
How it works: Each lead receives a personalized DIGIDECK presentation with event-specific content, speaker highlights, and next steps. Engagement data helps reps prioritize follow-up with the most interested prospects.
Why Choose DIGIDECK + Dynamics?
- Save time: No more manual deck-building or chasing down the latest slides.
- Stay consistent: Marketing controls the master content; sales always looks polished.
- Sell smarter: Real-time analytics drive better follow-up and higher close rates.
- Scale with ease: One setup, unlimited personalized presentations.
Ready to see how DIGIDECK and Microsoft Dynamics can transform your sales process? Let’s connect.
