Dynamics 365Vantage + Dynamics 365

Enterprise CRM data in every product decision

Vantage connects Microsoft Dynamics 365 to your product workflow so requirements reflect real enterprise demand. Account signals, pipeline data, and support trends ground every PRD.

Dynamics 365 / CRM
ACC-4021Enterprise

Northwind Healthcare

$2.4M ARRRenewal Q1
OPP-1187Negotiating

SSO + audit log add-on

$180K deal valueHigh Priority
CASE-892Escalated

HIPAA compliance gap in export

Linked to ACC-4021
vantageOS Workspace
Dynamics Sync Active
Signal DetectedCRM

3 enterprise accounts requesting SSO

Combined pipeline value: $540K. Flagged as PRD input.

Compliance Gap

HIPAA export issue linked to case

CASE-892 tied to $2.4M renewal account. Recommend priority escalation.

Synced from Dynamics: 12 accounts, 8 opps
live

Three steps to CRM-grounded decisions

Connect Dynamics 365 to Vantage and let enterprise data drive your product priorities.

01

Authorize via Microsoft Entra ID

Connect your Dynamics 365 tenant securely via OAuth. Vantage respects your existing Azure AD policies and role assignments.

02

Select entities to sync

Choose which accounts, opportunities, contacts, and cases flow into Vantage. Only the data you select becomes part of your product context.

03

CRM data feeds your PRDs

Account signals, pipeline trends, and support patterns ground every generation. Requirements reflect what enterprise customers actually need.

CAPABILITIES

Built for enterprise and government PM teams

CRM data as product context. Not a dashboard, a decision engine.

Account-level signal detection

Vantage aggregates feature requests, support escalations, and pipeline signals across enterprise accounts so you see which requirements carry the most revenue weight.

Stakeholder mapping

Contact roles and decision-maker hierarchies from Dynamics flow into your context. PRDs reference who asked for what, with the deal context attached.

Pipeline-weighted prioritization

Opportunity values and deal stages from Dynamics inform requirement priorities. Features blocking high-value deals surface automatically in your PRD.

Microsoft ecosystem native

Works within your existing Microsoft stack. Entra ID authentication, Azure-hosted data, and compliance with Microsoft tenant policies out of the box.

Enterprise-grade security by default

Your CRM data is sensitive. We treat it that way.

Strict Data Privacy

We do not use customer CRM data to train AI models. Your enterprise data stays yours.

Encryption In Transit and At Rest

All data transferred between Dynamics 365 and vantageOS is encrypted using TLS 1.2+ and stored securely using AES-256.

Access Audits and Compliance

We align with GDPR, HIPAA, and SOC2 security guidelines to manage workspace access roles rigorously.

Explore more

Frequently asked questions

Start using Dynamics 365 with Vantage

Connect your Dynamics 365 instance in under 2 minutes. Enterprise CRM data grounding every decision.

Free to start. No credit card required.

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