Microsoft CRM + Prowi

Automate Commissions Directly from Microsoft Dynamics 365

With Prowi's Microsoft Dynamics 365 CRM integration, commission and bonus calculations become a natural part of your sales process. No more spreadsheets. No manual errors. Just real-time data that ensures transparency and motivates your sales team. Dynamics 365 is Microsoft's leading CRM platform, and with Prowi you get a commission solution that leverages all the data you're already tracking in your pipeline.

Many companies still use Excel to calculate commissions, even though they've invested in Dynamics 365. This creates a bottleneck where data must be exported, manipulated, and verified manually. With Prowi's Dynamics 365 integration, you eliminate this step entirely. Commissions are calculated automatically based on the opportunities and activities that already exist in your CRM.

From Opportunity to Commission, Fully Automated

When an opportunity closes in Dynamics 365, the data is sent directly to Prowi. Here, commissions are calculated according to your specific rules, and the rep can see their expected payout immediately in the Prowi app. This means sales reps no longer have to wait for month-end to gain insight, and management no longer has to spend time on manual calculations.

The flow is simple: A rep marks an opportunity as Won in Dynamics 365. Prowi automatically receives information about the amount, products, account, and other relevant fields. Based on your commission model, Prowi calculates the correct commission, and the rep sees the amount in their app within seconds. No waiting. No uncertainty.

What Syncs from Dynamics 365

Prowi's integration pulls the data you need for accurate commission calculations. Estimated Revenue is naturally central, but the integration goes deeper than that. We sync Status Reason, so you can tie commissions to specific phases in your sales process. Product Line Items are transferred, enabling differentiated rates across different product lines. Account information ensures that deals from different customer segments are handled correctly.

Actual Close Date is another important parameter. With this information, Prowi can automatically place commissions in the correct period, whether you settle monthly or quarterly. Owner is also transferred, so commissions are attributed to the right rep, even in complex team structures.

Additionally, the integration supports Dynamics 365 Custom Fields. If you've created fields to track special conditions that affect commissions, these can also be included in calculations. This could be anything from discount percentages to deal type, contract length, region, or strategic importance. This flexibility means Prowi can handle even complex commission models without requiring changes to your Dynamics 365 setup.

Integration with the Microsoft Ecosystem

For companies already working within the Microsoft ecosystem, the Dynamics 365 integration provides a natural extension. Data flows seamlessly from your CRM to Prowi, and commission information can be shared back via Teams notifications or integrated into Power BI dashboards. This creates a unified view of sales performance without switching between systems.

Prowi supports both Dynamics 365 Sales Professional and Dynamics 365 Sales Enterprise, so you can choose the solution that fits your organization's size and needs.

Benefits of the Integration

Real-time commission visibility: Reps can see their commission immediately when an opportunity closes in Dynamics 365. There's no delay between winning a deal and knowing what it's worth in dollars and cents. This immediate feedback creates a stronger connection between effort and reward.

Automated calculations without errors: Manual spreadsheets are a source of errors. Wrong formulas, copied data, forgotten updates. With Prowi, these risks are eliminated. Calculations happen automatically using the same rules every time, and results can be audited down to individual opportunities.

Full transparency for everyone: Both reps and management can follow how commissions are calculated. Reps don't just see a number; they can drill down into the opportunities that make up their commission. Management gets an overview of the team's total performance and can identify trends early.

Scalability without complexity: As companies grow, commission models often grow with them. New products, new teams, new markets. With Prowi, you can add complexity without losing control. Split commissions, tiered rates, accelerators, and other advanced models are handled just as easily as a simple percentage-based model.

Compliance and audit trail: Prowi stores a complete audit trail of all calculations, changes, and payouts. During audits, you can quickly document how commissions were calculated and why any adjustments were made.

Who Benefits from the Integration

For sales reps, the integration means they always know where they stand. They can see their accumulated commission, understand how it's calculated, and plan their efforts accordingly. Motivation increases when the reward is visible and understandable. Reps often report feeling more recognized when they can see the results of their work immediately, rather than waiting until month-end.

For sales managers, Prowi provides a new tool for managing the team. They can see who's performing, who needs support, and how the commission structure affects behavior. It becomes easier to set goals and follow up on them. Managers can also experiment with new commission models and see the effects in real-time, without waiting for the next payroll run.

For finance teams, the integration significantly reduces the monthly workload. Commission data is already calculated and ready for export to the payroll system. Errors are detected automatically, and audit trails ensure documentation for audits. Instead of spending days collecting and verifying data, finance can focus on analysis and strategic advice.

Frequently Asked Questions About the Dynamics 365 Integration

How quickly does data sync between Dynamics 365 and Prowi?
Data syncs in real-time. When an opportunity is updated or closed in Dynamics 365, the change is reflected in Prowi within seconds. Reps see their commission updated almost instantly.

Does the integration support Dynamics 365 Online and On-Premise?
Prowi's standard integration supports Dynamics 365 Online. For on-premise installations, we can offer a customized solution. Contact us to learn more about your options.

Can I use my custom fields from Dynamics 365 in commission calculations?
Yes. Prowi can map Dynamics 365 custom fields to commission rules. This means you can use the fields you've already created to differentiate commissions based on opportunity characteristics.

What happens if an opportunity changes after it's closed?
Prowi handles changes automatically. If an estimated revenue is adjusted or a deal is canceled, commissions are recalculated and any corrections are clearly displayed for the rep. This ensures commissions always match actual conditions.

Get Started with Prowi and Dynamics 365

The Microsoft Dynamics 365 integration can be set up quickly, and within just a few days your commissions can run fully automated. Book a demo today and experience how Prowi and Dynamics 365 together can free up time, create transparency, and boost motivation in your sales team.

Whether you have a simple commission model or a complex structure with split commissions and accelerators, Prowi adapts to your needs. Start by connecting your Dynamics 365 organization and see results immediately.