Your SEO health now lives as a dashboard inside the CRM

Microsoft Dynamics 365 CRM

The weekly SEO, AEO/GEO, and site-health metrics Authgnosis already tracks now flow automatically into Dynamics 365 as a live, on-brand dashboard – so the full trend of how the site is performing in search and in AI answers is one click away in the CRM, with no spreadsheets and no manual entry. Created a purpose-built […]

In this series · Part 5 of 27

1Dynamics 365 CRM: API integration + change-control repo2Dynamics 365 CRM: Last Contact Engagement tracking on Accounts3Turning a sales-intelligence export into a clean CRM data model4Dynamics 365 CRM: contacts inherit their company’s website, and emails timestamp by send time5Your SEO health now lives as a dashboard inside the CRM6Contact form duplicate detection now reads the request, not just the address7Marketing list members now show engagement and account fit8Campaign responses now create leads behind a confirmation step9Three CRM automations passed their tests without running the code that had just changed10A signature defect that three mailboxes agreed was not there11Why a corrected email signature kept sending the old one12A read-only CRM endpoint for scoring outside the desktop13Choosing what runs the AI layer in the CRM sales process14Asking whether a partner is involved, instead of inferring it15An email step in the sales process can now be excused, not only sent16The rehearsal that guards every process change had been failing silently17A one to one email from a lead left the engagement record blank18Two local dependencies, and only one was obvious19Filing a generated document to the record automatically20One meeting that served two process steps, recorded as two21A setting that stored correctly, read back correctly, and was never in force22Generating a product catalogue from one canonical file23Three date fields that existed on every row, and had never once been written24Unused, unreferenced, and still not safe to delete25A measure that could not record early26A sales automation that runs as itself, not as an administrator27A stage change that was refused, and reported as a success

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The weekly SEO, AEO/GEO, and site-health metrics Authgnosis already tracks now flow automatically into Dynamics 365 as a live, on-brand dashboard – so the full trend of how the site is performing in search and in AI answers is one click away in the CRM, with no spreadsheets and no manual entry.

  • Created a purpose-built table in the CRM to hold a weekly snapshot of 16 key metrics – search impressions and clicks, average position, referring domains and backlinks, on-page quality score, Core Web Vitals, brand mentions in AI answers, and more – so each run adds one row and a real time series builds itself.
  • Wired the weekly SEO monitor to write its results straight into that table automatically, authenticating as a dedicated service account – the dashboard stays current on its own, with zero manual data entry.
  • Built a native model-driven dashboard, 'SEO / AEO / GEO Health', with eight on-brand charts (impressions, average position, referring domains, AI mentions, AI-answer citations, homepage load speed, on-page score, and data budget) and surfaced it right inside the day-to-day sales app.
  • Backfilled historical rows so the charts open with a real baseline and trend from day one, instead of an empty grid waiting to fill up.

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