LPH × Dynamics 365 Sales — coaching com IA no CRM enterprise da Microsoft
Leads Per Hour × Microsoft Dynamics 365 Sales — CRM enterprise da Microsoft, integrado a Office 365 e Power Platform.
Dynamics 365 Sales é o CRM enterprise da Microsoft — auditável, integrado a Office 365 e Power Platform. LPH se encaixa por OAuth (Azure AD): cada call vira Activity na Opportunity, scorecard cai em custom fields, MEDDIC/MEDDPICC é populado por sinal real da call (com trecho como evidência). Sales Ops aprova; rep para de digitar.
Dynamics 365 Sales is Microsoft's enterprise CRM — auditable, deeply tied into Office 365 and Power Platform. LPH plugs in via OAuth (Azure AD): every call becomes an Activity on Opportunity, scorecards land on custom fields, MEDDIC/MEDDPICC is populated by real call signal (with a snippet as evidence). Sales Ops signs off; reps stop typing.
O que sincroniza / What syncs
| LPH | Direção / Direction | Microsoft Dynamics 365 Sales |
|---|---|---|
| Reunião com transcript + resumo Meeting with transcript + summary |
→ | Activity do tipo Appointment na Opportunity Appointment-type Activity on the Opportunity |
| Próximos passos confirmados Confirmed next steps |
→ | Tasks atribuídas com due date Tasks assigned with due date |
| Score por competência (8 skills) Per-competency score (8 skills) |
→ | Custom fields na Opportunity + Contact Custom fields on Opportunity + Contact |
| Sinais MEDDIC/MEDDPICC detectados Detected MEDDIC/MEDDPICC signals |
→ | Custom fields auditáveis (Metrics, EB, Champion, etc.) Auditable custom fields (Metrics, EB, Champion, etc.) |
| Lead do LPH Prospect Lead from LPH Prospect |
→ | Lead criado e roteado por Sales Process Flow Lead created and routed via Sales Process Flow |
Como configurar / How to set up
- Em Configurações → Integrações, clique 'Conectar Dynamics 365'.
- Autorize via Azure AD (OAuth) com conta de System Administrator.
- Aprove os escopos de Dataverse (read/write em Opportunity, Contact, Lead, Activity).
- Mapeie custom fields para scores e MEDDIC; selecione Sales Process Flow padrão.
- Reunião de teste — em <60s aparece como Activity na Opportunity correspondente.
- In Settings → Integrations, click 'Connect Dynamics 365'.
- Authorize via Azure AD (OAuth) with a System Administrator account.
- Approve Dataverse scopes (read/write on Opportunity, Contact, Lead, Activity).
- Map custom fields for scores and MEDDIC; pick the default Sales Process Flow.
- Test meeting — in <60s it appears as an Activity on the matching Opportunity.
Para quê serve / Use cases
Times enterprise com governança rígida / Enterprise teams with strict governance
Stage gates auditáveis: a IA preenche MEDDIC, mas você pode auditar a evidência (trecho da call) que justifica cada campo. Sales Ops aprova.
Auditable stage gates: AI fills MEDDIC but you can audit the evidence (call snippet) backing each field. Sales Ops approves.
Power BI + LPH = coaching com dado / Power BI + LPH = coaching with data
Scores caem em custom fields → Power BI lê os fields → dashboard de coaching mostra gap por rep, por skill, por estágio. Coaching para de ser arte.
Scores land on custom fields → Power BI reads them → coaching dashboard shows gap per rep, per skill, per stage. Coaching stops being art.
Perguntas frequentes / FAQ
Funciona com Dynamics 365 Sales Premium e Enterprise?
Sim — usamos Dataverse + Sales API, suportadas em Sales Professional, Premium e Enterprise.
Does it work with Dynamics 365 Sales Premium and Enterprise?
Yes — we use Dataverse + Sales API, supported on Sales Professional, Premium and Enterprise.
É um Managed Solution na Microsoft AppSource?
Estamos no processo de publicação no AppSource (Q2 2026). Hoje o setup é via OAuth direto + custom fields.
Is this a Managed Solution on Microsoft AppSource?
We're in the AppSource publication process (Q2 2026). Today setup is direct OAuth + custom fields.
Sincroniza com Microsoft Teams calls?
Sim — LPH Meet captura Teams via Bot SDK, e a Activity criada no Dynamics referencia a call do Teams pelo Conversation ID.
Does it sync with Microsoft Teams calls?
Yes — LPH Meet captures Teams via Bot SDK, and the Activity created on Dynamics references the Teams call via Conversation ID.