Overview
The Dynamics 365 CRM and Duck Creek Quote Sync functionality is designed to streamline and automate the process of managing insurance quotes, ensuring seamless integration between customer relationship management (CRM) and insurance policy systems. This integration enables insurance providers to offer a unified experience, from customer inquiries in Dynamics365 to policy creation and management in Duck Creek. This integration provides a comprehensive solution for insurance providers, enhancing quote management, customer service, and overall operational efficiency by linking the powerful CRM capabilities of Dynamics 365 with the robust policy administration features of Duck Creek.
Package Links
Dependencies for Package
The following tools and packages are required for correct implementation of the package.
Microsoft 365 CRM -- Allows to capture and see customer’s record
Microsoft Power Automate -- Allows to capture data from CRM & call Duck Creek APIs
Tools Needed to Complete the Package Installation
The following tools are needed to complete the package installation:
1) Microsoft Power Automate
2) Microsoft 365 CRM portal
Policy 
