Dynamics 365

Adapt and innovate with intelligent CRM


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.

Learn more about how we integrate into your systems
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