Snowball
+
DY

Snowball + Dynamics 365

Capture leads at events. Manage in Dynamics 365.

Quick Comparison

FeatureSnowballDynamics 365
Primary purposeField lead captureEnterprise CRM
Business card scanning2-second AI scanLimited (mobile app)
Voice notes
Pipeline managementVia Dynamics 365Native
Offline modeFull offlineLimited
Microsoft integrationVia DynamicsNative (Teams, Outlook)
AI featuresCard recognitionCopilot AI
PricingAffordableEnterprise

Dynamics 365 is Desktop-Centric

Dynamics 365 is a powerful enterprise CRM with deep Microsoft integration. But at conferences and trade shows, the mobile app is designed for accessing existing records—not rapid field capture. Business card scanning exists but is clunky.

How They Work Together

Fast Card Capture

Scan cards in 2 seconds. Dynamics 365 mobile card scanning is slow and unreliable.

Voice Context

Record conversation notes verbally. Dynamics 365 gets clean data with context.

True Offline Mode

Full offline functionality. Dynamics 365 mobile has limited offline capabilities.

Event Speed

Process 50+ cards at a conference. Dynamics 365 mobile would take forever.

Snowball + Dynamics 365 Workflow

Capture in the field, manage in Microsoft.

1
At the Event

Scan card, record voice note

2
After the Event

Review and sync to Dynamics 365

3
In Dynamics 365

Lead created with full context

4
Sales Process

Work through Dynamics sales process

What Snowball Adds

  • Fast, reliable card scanning
  • Voice notes for context
  • Full offline capability
  • Quick sync to Dynamics 365

Frequently Asked Questions

Does Snowball integrate with Dynamics 365?

Yes, Snowball syncs contacts to Dynamics 365 as leads or contacts with all captured data.

Doesn't Dynamics 365 have card scanning?

Yes, but it's slow and requires good connectivity. Snowball is faster and works offline.

What about Microsoft ecosystem?

Snowball feeds Dynamics 365, which connects to Teams, Outlook, and the Microsoft ecosystem.

Should I use both?

If you use Dynamics 365 and attend events, yes. Snowball captures, Dynamics manages.

Ready to connect Snowball with Dynamics 365?

Capture contacts in the field and sync them automatically.