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.
