For Dynamics 365 Users
Personalized outbound for Dynamics 365 users.
Your CRM tracks the pipeline. Reacherly fills it. AI-personalized email, LinkedIn, and WhatsApp outreach — sent from your own accounts, built around the prospects you're already tracking.
The gap
Why Dynamics 365 users need better outbound.
Dynamics 365 is built to track a pipeline once it exists — stages, ownership, forecasting, reporting. What it isn't built to do is generate the first conversation. Getting a cold prospect to reply is a different problem than managing one who already has.
Most teams fill that gap one of two ways: generic template blasts that get ignored, or hiring SDRs to write and send outreach by hand — both slow, and both expensive relative to what they produce. Neither scales the way Dynamics 365 itself does.
Reacherly sits in that gap specifically. It's the layer between "list of prospects" and "meeting booked" — then hands the conversation back to Dynamics 365 once it's real.
The workflow
How Reacherly fits with Dynamics 365.
Reacherly doesn't have a native two-way sync with Dynamics 365 today — prospects move between the two manually or via CSV export/import. Everything below reflects how that actually works right now.
Bring your prospects over
Export a list from Dynamics 365 — or add prospects directly in Reacherly — as a CSV. There's no live two-way sync today, so moving prospects between the two is a manual or import step.
Reacherly writes the outreach
Every message is generated per prospect from their role, company, and recent activity — not a shared template with merge fields.
It sends from your own accounts
Email from your inbox, LinkedIn from your own account, WhatsApp from your own number. Nothing sends from a shared domain or pooled account.
Close it in Dynamics 365 like normal
When a prospect replies, Reacherly stops the sequence and flags it. You take the conversation from there and log the deal in Dynamics 365 the way you already do.
What Reacherly adds
Outreach capability, not pipeline management.
Reacherly isn't a CRM and doesn't try to replace Dynamics 365. Here's specifically what it adds on the outreach side.
| Capability | Included with Reacherly |
|---|---|
| AI-written personalized messages | Each message is generated from that prospect's profile — not a template with fields swapped in. |
| Multi-channel in one sequence | Email, LinkedIn, and WhatsApp outreach run together instead of three separate tools. |
| Follow-ups timed per prospect | Follow-up timing adapts to how each prospect has engaged, not a flat delay applied to the whole list. |
| Reply detection across channels | A reply on any channel stops the sequence automatically — no risk of double-messaging someone who already answered. |
| Sends from your own accounts | Your inbox, your LinkedIn, your WhatsApp number. Deliverability and relationships stay yours. |
Dynamics 365 + Reacherly
Dynamics runs on Microsoft. Reacherly runs your outreach.
Microsoft Dynamics 365 Sales is chosen by companies already invested in the Microsoft ecosystem: Outlook, Teams, and Power BI. It's powerful and highly configurable, but outbound prospecting often still depends on SDRs working lists by hand.
Reacherly gives Dynamics teams a lightweight outbound layer: AI-written messages for each prospect, sent across email, LinkedIn, and WhatsApp from your own accounts, with replies flagged so your team creates the lead in Dynamics.
No configuration project
Nothing to deploy inside Dynamics. Export a view, import it into Reacherly, and start.
LinkedIn without Sales Navigator workflows
Send LinkedIn outreach from your own account as part of a sequence, without stitching together separate tools.
Cleaner CRM data
Only prospects who engage need to become leads in Dynamics.
FAQ
Common questions.
Does Reacherly integrate with Dynamics 365?
There's no native Dynamics integration today. Export a view to CSV, import it into Reacherly, and add engaged prospects to Dynamics.
Do I need admin access to Dynamics to use Reacherly?
No. Reacherly runs separately from your Dynamics environment; you only need to export the prospects you want to contact.
Is Reacherly suitable for Microsoft-centric companies?
Yes. It runs alongside Dynamics without needing any admin access to your Microsoft tenant.
Which channels are supported?
Email, LinkedIn, and WhatsApp in one sequence.
Try Reacherly with your Dynamics 365 workflow.
Free to start. Import a list, see the outreach Reacherly writes, and take the replies back to Dynamics 365.
Start free