WorkSpan Co-Sell Platform for Dynamics



The WS-Dynamics Integration will allow collaborating on Deals/Opportunities right from within Dynamics CRM via WorkSpan and sharing those with Partners (such as Amazon and Microsoft); giving a unified view to the sales team about how the partner is engaging and contributing to the deal/opportunity.  

The solution supports sharing new referrals with Amazon or Microsoft directly from within Dynamics; sending updates on accepted referrals; and viewing the updates shared by ACE/MPC for opportunities linked to Dynamics deals.

Relevant Documents and Links

Installation Guide - Detailed guide to understand the architecture and how to setup the Dynamics CRM with WS.


User Guide - Detailed guide to understand the major use cases for business capabilities to co-sell using WorkSpan within your Dynamics CRM.


0 out of 0 found this helpful



Please sign in to leave a comment.