Products – sales management & CRM

Account 360

Smarter account management with real-time insights in Microsoft Dynamics 365 Sales

Products – sales management & CRM

Notes Consolidator for
Dynamics 365

Unify your notes experience with Notes Consolidator

Managing accounts effectively in Dynamics 365 can become scattered across tabs and records. Account 360 solves this by embedding a real-time, interactive dashboard directly within the Account form. Built as a model-driven application, Account 360 transforms how users view account data- combining performance metrics, opportunity status, and contact relationships in one cohesive pane.

With live KPIs like win/loss ratios, open vs. closed deals, and revenue trends, sales teams can quickly analyze account health without switching screens or losing context.

Key features of Account 360

Dynamic KPI visualizations

View interactive cards that display win/loss opportunities, contacts related to key accounts, and account statistics such as number of leads, revenue, and total estimated revenue from open opportunities. By having these indicators in one place, teams gain a clearer picture of account health.

Centralized account overview

Instead of navigating multiple tabs, Account 360 brings together contacts, open opportunities, and closed deals in one embedded tab within Dynamics 365. This unified view reduces time spent searching for details and helps salespeople stay focused on account engagement.

Effortless exploration

One-click filters make it easy to drill down into data. Users can filter by contacts, opportunities, or deal status to understand specific account activities. With a reset option, the view can be cleared instantly, ensuring users can always return to the complete account picture without confusion.

Modular integration

Account 360 is flexible enough to be reused across modules. Through a configurable web resource or iFrame, the dashboard can be deployed across different Dynamics pages and custom modules, ensuring consistent access to account insights wherever needed.

Addressing challenges

Low productivity

Minimize existing process loops and increase your productivity. A single point of control for notes for all the tables within Dynamics 365 makes it convenient and easy to use.

Scattered notes

Wasting valuable time switching between screens and modules to locate specific notes. Imagine jumping between accounts, contacts, and opportunities just to find a relevant note!

Time-consuming navigation

Stay abreast of the latest e-invoicing regulations, mitigating the risk of non-compliance.

Incomplete context

Inability to gain a holistic view of an account or relationship due to fragmented notes. Without a central location for all notes, it’s difficult to understand the complete history and key details of your interactions

Benefits of Using Account 360

Faster decision-making

With KPIs displayed in real time, sales teams can respond immediately to shifts in account performance. This agility ensures timely actions and better account outcomes.

Improved sales engagement

By providing a complete picture of opportunities, deals, and related contacts, Account 360 allows for more effective planning and meaningful follow-ups, strengthening customer relationships.

Increased efficiency

Embedded dashboards reduce the time spent switching tabs or exporting data. Users can complete analysis directly within the account form, freeing up more time for client interaction.

Minimal configuration required

Reusable components make setup simple. The dashboard can be rolled out across different Dynamics 365 applications with minimal effort, reducing IT overhead.

Enhanced visibility

From deal status to revenue trends and contact mapping, Account 360 offers a holistic view of account health. This transparency enables sales teams and managers to stay aligned with account strategies.

Why Choose Account 360 for Microsoft Dynamics 365?

Seamless Dynamics 365 integration

As a model-driven app, Account 360 is designed to work within the native Dynamics 365 environment. Teams can use it without changing existing workflows.

Built for scale and performance

The app follows Microsoft’s best practices, ensuring it remains reliable and upgradeable as organizational needs evolve.

Ideal for multiple industries

Account 360 adapts across industries such as professional services, EPC, energy, education, and manufacturing, making it suitable for diverse use cases.

Backed by Advaiya’s expertise

The app is supported by Advaiya’s deep experience with Microsoft technologies and industry-specific accelerators, providing added value beyond the product itself.

AI-enabled future readiness

Account 360 is designed with growth in mind, evolving to include predictive analytics and intelligent process enhancements that further strengthen account management.