GEODI with Microsoft Dynamics and Zoho CRM

GEODI continues to expand its data coverage with more than 200 data adapters, enabling organizations to search, discover, classify, mask, and analyze data across all systems from a single platform.

With the addition of Microsoft Dynamics CRM and Zoho CRM adapters, customer data becomes part of GEODI’s unified semantic data environment.

Automatic & Continuous Indexing

Thanks to GEODI’s low-code web service integration, CRM entities such as:

• users
• organizations
• opportunities
• proposals

are automatically and continuously indexed.

Users can access CRM records directly in their original system —
a Zoho record opens in Zoho, a Dynamics record opens in Dynamics.

No data duplication.
No system migration.

From CRM Data to Data Intelligence

This integration enables powerful use cases such as:

• GDPR & regulatory compliance
• unified enterprise search across CRM and file-based data
• combining structured and unstructured content

Location-Based Customer Insight

With GEODI’s built-in map capabilities, CRM data gains a geographical dimension.

You can:

• visualize customers and visits on the map
• identify high-density regions with heat maps
• discover patterns that cannot be seen inside the CRM alone

Beyond Integration: Hidden Value Through Insight

The map is only one dimension.

GEODI’s analytical and insight capabilities reveal relationships, trends, and opportunities — turning CRM data into actionable intelligence for sales, operations, and management.

For more information about this integration and its use cases, contact us.

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Make an appointment now to get more information

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