Automate Sales Commission Calculations For Dynamics 365 CRM

Stop rebuilding commission spreadsheets from Dynamics 365 CRM data every payout cycle. Sales Cookie connects to Dynamics 365 CRM once and calculates commissions automatically - accurately and on time.

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Dynamics 365 CRM Wasn't Built To Calculate Sales Commissions

Dynamics 365 CRM is great at managing your pipeline. But it has no concept of quotas, tiers, splits, or payout schedules - so most Dynamics 365 CRM users end up rebuilding commissions by hand in spreadsheets every month.

4.2 %

Percentage of payouts later identified as overpayments

23 hrs

Administration time spent per month on repetitive tasks

62 %

Representatives using shadow accounting to verify payouts

Commission Automation For Dynamics 365 CRM

Ready to become your sales team's hero? Sales Cookie is a powerful sales commission management solution for SMBs. Our cloud-based solution makes it easy to design and manage sales incentive plans - even very complex ones. Every sales representative gets a personalized dashboard with their goals, crediting, and rewards. All calculations are fast and accurate so you can pay reps on time. Here is what the admin console and rep dashboards look like.

What Syncs From Dynamics 365 CRM

There's no fixed entity list to worry about. Sales Cookie connects directly to your Dynamics 365 CRM organization's metadata, so you can pick any saved view you already use - for opportunities, accounts, leads, or custom entities - and sync it for commission calculations. A few examples of views teams sync:

"Won Opportunities"
"Active Accounts"
"Open Opportunities"
"My Active Leads"

Frequently Asked Questions

How Does The Integration Work?

Connect your Dynamics 365 CRM organization once. We'll sync the views you choose every hour. All calculations use up-to-date Dynamics 365 CRM data.

Which Records Will Sync From Dynamics 365 CRM?

There's no fixed catalog of entities. Pick any saved view you already have in Dynamics 365 CRM - for opportunities, accounts, leads, or custom entities - and we'll sync it. You can also filter records further within Sales Cookie.

Is Any Coding Required For The Integration?

Coding is NOT required because we offer native integration with Dynamics 365 CRM.

Can I Sync Custom Entities From Dynamics 365 CRM?

Yes. Because Sales Cookie queries your Dynamics 365 CRM organization's metadata directly, any saved view - whether built on a standard or a custom entity - can be synced, not just opportunities or accounts.