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Reduce time spent on data entry and deliver quotes faster with customizable Intake Forms
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Dynamics 365

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Overview

Integrating data from XILO Forms into D365 is a game-changer for agencies, smoothing out data entry into the CRM system. Plus, XILO enables pulling data from D365 to populate forms, creating a fully integrated system that converses effortlessly with your raters, AMS, and more.

How it works

Connecting to D365 through XILO is a secure and simple process. Input your D365 login credentials into our safeguarded locker. A XILO Customer Success Manager will then enable the integration, providing you the capability to push to or pull data from your D365 organization with efficiency.

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