The first sections show sales leaders how Pulse turns Dynamics 365 data into timely account signals. The technical sections give Dynamics admins the context they need to review installation, permissions, data access, OAuth, and the first Pulse run.
Pulse ships as a signed Microsoft AppSource solution. Your Dynamics admin imports it the same way you'd import any other managed solution. It registers three entities and three model-driven views, then opens an OAuth handshake to our hosted service.
Solution imported. Three new views appear in the sitemap. No core tables modified.
Reads four read-only fields per record (name, website URL, city, and state) from both your Accounts and your Leads. Runs the AI scoring job on the cadence you pick.
Scored cards, ranked lists, and AI-written angles written back to your Pulse entities.
Pulse looks at two record types in your Dynamics environment (Accounts and Leads) and reads the same four fields on each: name, website URL, city, and state. Leads use the same read-only permissions as Accounts. Nothing about your contacts, conversations, opportunity values, or pipeline activity ever leaves your Dynamics tenant.
Zero retention. The four fields we read are used to run the research pass, then discarded. We don't keep a copy of your account list on our side. The scores, news URLs, and insights we generate are written back into your tenant. That's where they live.
| Field | Read by Pulse? | Leaves your tenant? |
|---|---|---|
| Account name & Lead name | Yes | Yes, for lookup |
| Account website URL & Lead website URL | Yes | Yes, for lookup |
| Account city & Lead city | Yes | Yes, lookup & signal matching |
| Account state & Lead state | Yes | Yes, lookup & signal matching |
| Contact records | No | Never |
| Opportunity values, stages, dates | No | Never |
| Email or activity history | No | Never |
| Notes, attachments, files | No | Never |
| Pulse score, news URL, and insights | Yes, written back | Stored in your tenant |
For every Account and Lead record we receive (name, website URL, city, and state), Pulse runs a focused research pass against public sources. City and state ground each signal to the right location, so a plant expansion in Ohio doesn't get matched to a same-named entity in Texas. The model isn't summarizing the internet. It's looking for a specific class of signal that sales teams actually act on.
Earnings calls, press releases, business-news coverage, regional trade publications. We index the sources, the AI doesn't crawl them itself.
SEC filings, public M&A announcements, funding rounds, public-tender awards.
Executive moves, role changes, named hires in functions you care about (we map your ICP roles up front).
Plant openings, capacity expansions, layoffs, technology stack changes mentioned in public sources.
We don't scrape LinkedIn DMs, private Slack channels, or anything behind a login. Only public surfaces.
Pulse doesn't know who your reps emailed or what they said. The scoring is about the world, not about your team.
For each signal that survives the relevance filter, the model writes a short "why this matters" paragraph in plain English and tags one or two source links. That's the artifact your rep sees on the card.
Three Pulse views, scoped by Dynamics security role. Each is built for a specific job: the one your rep, manager, or exec is actually doing when they open the CRM.
The rep view is built for the phone first, the laptop second. Reps open Dynamics 365 mobile to a kanban of their pipeline sorted top-down by Pulse score; hot cards float to the top with a red badge. Tap any card and the latest news, the AI-written angle, and three bullet highlights are right there. The same view renders on the desktop for the back-at-the-desk hour.
Managers see every rep's open opportunities rolled into one view, sorted by aggregate Pulse score. The "Needs attention" feed at the top lists deals that have new signal but no new activity. Those are the gaps the Monday call should focus on.
Execs get the rolled-up version: which segments are heating up, what classes of signal are driving movement, and which named deals have the most signal pressure on them right now. Designed for the QBR conversation, not the daily one.
Pulse is a Microsoft-signed AppSource solution. The connection between your Dynamics tenant and our service is OAuth 2.0, read-only, scoped to four fields on Accounts and Leads. We operate a strict zero-retention policy: those fields are read for a research pass and discarded. No copy of your account list lives on our side. Your Microsoft 365 admin can revoke the connection at any time, and the solution can be uninstalled cleanly, with no orphaned records and no residual data. We hold a SOC 2 Type II report and will share it under NDA on request.
Independent audit covering security, availability, and confidentiality controls. Report available under NDA.
Read-only scope on four fields (name, website URL, city, and state) on both Accounts and Leads. Revoke from Microsoft 365 admin in two clicks.
The solution package is signed and listed on Microsoft AppSource. Same install pattern as any other AppSource product.
By default, Pulse runs in US-East. EU-West and APAC regions available for enterprise tier on request.
The four fields we read are used for the research pass and discarded. We don't maintain a copy of your account list, your pipeline, or anything else outside your tenant.
Plan for about one hour of IT/admin time on install day, plus up to 24 hours for the first Pulse run to complete against your Accounts and Leads. Most teams are viewing live Pulse insights by the next business day. For Dynamics admins, the key details are below: what gets installed, which fields Pulse reads, how OAuth access works, and what needs to happen before the first run.
account.name, account.websiteurl, account city, account state, lead name, lead website URL, lead city, and lead state. All read-only.Our implementation engineer is on the line for all of the above. You don't need to do it from a documentation page.
Book a 30-minute walkthrough. We'll bring an implementation engineer so IT and sales can ask their questions in the same room.
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