Integrate Airtable with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between Airtable and Microsoft Dynamics CRM

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About Airtable

Airtable is a powerful database, with a simple interface. Whether you're building a database to manage the team, to track a product launch, or to brainstorm new ideas for your business, Airtable is flexible enough to let you focus on the work.

About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

Want to explore Airtable + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Airtable + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Airtable + Microsoft Dynamics CRM in easier way

It's easy to connect Airtable + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Record

    Triggers when a new record is available.

  • New Record In View

    Triggers when a new record is available.

  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Actions
  • Create Record

    Creates a new record with auto-populating fields.

  • Update Record

    Update the values of specific cells in an Airtable record.

  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

How Airtable & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Airtable as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Dynamics CRM as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Airtable to Microsoft Dynamics CRM.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Airtable and Microsoft Dynamics CRM

Airtable

Airtable is a software that focuses on Business applications. It is often referred to as an online spreadsheet, but in truth it is much more than just a spreadsheet.

It is used for many different activities in day-to-day business operations. It is basically a cloud-based application which is built around the concept of “tables”. They are similar to spreadsheets but can be customized to suit any requirement.

Most of the tables in the system are “shared”, meaning they can be used by multiple users at the same time. The data inside these tables can be edited or added to by multiple users. All this data is stored in the cloud and the data itself resides there, not copies of the data. This increases security and reduces storage space.

The real power of Airtable comes when you connect it to other systems. For example, Airtable has an API (https://developer.airtable.com/docs/apis. which allows developers to create plugins for connecting Airtable with any other system. One of these plugins connects with Microsoft Dynamics CRM. When connected with Microsoft Dynamics CRM, it allows you to have all of your CRM data in an Airtable table. This means you only have one place to access all your CRM data via Airtable. This allows you to search all your CRM data in one place rather than having to search in each individual module.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an integrated customer relationship management spution based on the Microsoft Dynamics NAV platform. Microsoft Dynamics CRM includes modules for sales, marketing, service, support, project management, and more.

Integration of Airtable and Microsoft Dynamics CRM

When you connect an Airtable table with Microsoft Dynamics CRM using the Airtable plugin, you will get a new view in Microsoft Dynamics CRM where you can see all of your Airtable data. You can then perform actions directly on the data from the view by right clicking on the rows of the table. It also gives you access to all of your views in Microsoft Dynamics CRM within Airtable, so you can make your own views of your Microsoft Dynamics CRM data in Airtable. You can also add custom fields to your table in Airtable and those custom fields will show up as cpumns in your view in Microsoft Dynamics CRM as well as in your views in Airtable.

These views are formatted according to the type of view they are; for example, if they are a standard contact or account view, they will show up as such in both Microsoft Dynamics CRM and Airtable and if it is a monthly report view, it will show up as such and enable you to filter and sort that type of data differently than other data.

You can also link related records together between Airtable and Microsoft Dynamics CRM. For example, if you have a contact within Airtable and a case within Microsoft Dynamics CRM linked together, when you update the contact information within Airtable, it will automatically update the case information within Microsoft Dynamics CRM as well without you having to do anything extra. The same goes for updating case information within Microsoft Dynamics CRM and automatically updating contact information within Airtable without having to manually do anything extra.

Benefits of Integration of Airtable and Microsoft Dynamics CRM

The benefits of integrating Airtable and Microsoft Dynamics CRM together are numerous and include:

The process to integrate Airtable and Microsoft Dynamics CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm