In today's data-driven business landscape, webinars generate valuable insights about your audience, but capturing and acting on that intelligence is often where organizations struggle. What if every registration, attendance, and engagement action from your webinars could automatically populate your CRM, creating a complete picture of each prospect and customer?
That's exactly what WorkCast's Microsoft Dynamics 365 integration delivers - seamless synchronization of webinar data directly into your sales pipeline.
The Webinar Data Challenge
When you host webinars to educate prospects, launch products, or engage customers, you're collecting critical intelligence including who registered, who attended, which sessions generated the most engagement, and what content resonated with specific contacts.
However, manually transferring this data into your CRM is time-consuming and error-prone. Sales teams miss follow-up opportunities, marketing can't accurately measure ROI, and valuable engagement signals get lost in spreadsheets.
Why WorkCast's Dynamics 365 Integration Changes Everything
WorkCast's native integration with Microsoft Dynamics 365 eliminates manual data transfer and ensures your CRM stays automatically updated with rich webinar intelligence. The integration works seamlessly in the background, capturing every interaction and making it instantly available to your sales and marketing teams.
Key Benefits:
- Automatic data synchronization - No manual exports or imports required
- Complete attendee profiles - Registration and attendance data flows directly into Dynamics 365
- Smart contact matching - Updates existing contacts or creates new leads automatically
- Engagement tracking - Capture detailed engagement scores for follow-up prioritization
- Activity timeline - Every webinar interaction appears in the contact's activity history
How the Integration Works
Setting up the WorkCast-Dynamics 365 connection is straightforward. Once authenticated, the integration automatically handles data flow with intelligent logic designed for sales teams.
Here's what happens behind the scenes:
When someone registers for a webinar, WorkCast searches Dynamics 365 by email address. If a matching contact exists, the system updates that record with any missing information. If no contact is found, a new lead is automatically created. A registration activity is added to the timeline, capturing the event title, date, time, and unique event ID.
When that person attends the webinar, an attended activity is added to their record. For future events, real-time attendance data flows directly into Dynamics 365, giving your sales team immediate notification when high-value prospects engage with your content.
Protecting Your CRM Data Integrity
WorkCast takes a careful, intelligent approach to CRM synchronization that respects your existing data. Rather than overwriting existing information, the integration augments your Dynamics 365 records with new webinar intelligence.
When WorkCast finds a matching contact, it only fills in fields that are currently empty - never overwriting data your sales team has already entered. This means you can confidently enable the integration knowing your carefully curated CRM data remains intact.
The integration adds value by layering webinar engagement data on top of your existing contact information. Registration activities, attendance records, engagement scores, and viewing duration all appear as new activities in the timeline, enriching the contact profile without disturbing existing fields, notes, or custom data.
This approach is particularly important for organizations with mature CRM implementations where data accuracy and consistency are critical. WorkCast enhances what you already know about each contact rather than creating conflicts or overwrites.
Rich Data Fields for Complete Intelligence
WorkCast synchronizes comprehensive data including standard contact information (name, title, company, phone, address), webinar-specific data (Event ID, Session ID, registration date, attendance status, referrer), and engagement metrics (engagement scores that help prioritize follow-up).
This depth of data means your sales team can see not just who attended, but how engaged they were, what topics interested them, and when they're ready for outreach.
The Level of Detail Sales Teams Actually Need
WorkCast goes beyond basic attendance tracking to provide the granular insights that drive sales conversations. The integration captures minutes viewed for each attendee, giving you precise visibility into how much of your webinar content each prospect consumed. Did they watch for two minutes or the full hour? That distinction matters when prioritizing follow-up calls.
Combined with WorkCast's engagement scoring system, your sales team can instantly identify the most active and interested prospects. The engagement score factors in attendance duration, interaction with polls and Q&A, resource downloads, and other behavioral signals. This means your CRM doesn't just show who registered - it highlights who's genuinely engaged and ready for a sales conversation.
When a sales rep opens a contact record in Dynamics 365, they see the complete picture including which webinars the contact attended, exactly how many minutes they watched, their engagement score relative to other attendees, and which resources they downloaded or questions they asked.
This level of intelligence transforms generic follow-up into personalized, relevant conversations based on actual behavior.
Built for Sales Teams
The integration is designed with sales workflows in mind. Registration and attendance activities appear directly in the contact's timeline in Dynamics 365, making it easy for sales reps to reference webinar engagement during conversations. Engagement scores help prioritize which leads to contact first, and the automatic lead creation ensures no opportunity falls through the cracks.
Sales teams can quickly filter contacts who attended specific webinars, segment audiences based on webinar topics, and track the customer journey from initial webinar attendance through to closed deals.
Perfect for Data-Driven Organizations
Organizations using Microsoft Dynamics 365 for sales and marketing operations need reliable, automated data flow. WorkCast's integration ensures your CRM remains the single source of truth for all customer interactions, including webinar engagement.
Whether you're running live webinars, simulive presentations, or on-demand webcasts, every interaction feeds into Dynamics 365, creating a comprehensive view of each contact's journey.
Technical Details That Matter
The integration requires a minimum of the Dynamics 365 Sales module and uses OAuth authentication for secure, reliable connectivity. WorkCast's API handles data synchronization in real-time, and the mapping between WorkCast fields and Dynamics 365 fields is fully configurable to match your specific CRM structure.
Authentication is simple - connect using your company-specific Dynamics 365 URL, and WorkCast handles the rest. You maintain full control over which data fields synchronize and how attendee information maps to your existing CRM schema.
Getting Started
Setting up the WorkCast-Dynamics 365 integration takes just minutes. Log in to your WorkCast producer account, navigate to Integrations, select Microsoft Dynamics 365, enter your API credentials, authenticate your Dynamics 365 account, and configure your field mappings.
Once connected, the integration runs automatically for all future webinars. Your sales team gets instant access to webinar intelligence without changing their existing workflows in Dynamics 365.
Real-World Impact
Organizations using the WorkCast-Dynamics 365 integration report faster lead response times, better webinar ROI measurement, more effective sales prioritization, and elimination of manual data entry. Marketing teams can prove webinar impact with clear attribution in Dynamics 365, while sales teams gain immediate visibility into prospect engagement.
The integration creates a feedback loop where webinar performance informs sales strategy, and sales intelligence shapes future webinar content and targeting.
Final Thoughts
In B2B sales and marketing, timing and intelligence drive success. WorkCast's Microsoft Dynamics 365 integration ensures your teams never miss a beat, automatically capturing every webinar interaction and transforming it into actionable CRM intelligence.
Whether you're in financial services, pharmaceuticals, technology, or any industry where webinars play a key role in customer engagement, connecting your webinar platform to your CRM is no longer optional - it's essential.
Explore WorkCast's Microsoft Dynamics 365 integration and discover how automatic data synchronization can transform your webinar strategy.
