Integrate Asset Panda with Microsoft Dynamics CRM

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

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  • Lightning Fast Setup
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About Asset Panda

Asset Panda is a tool to help you manage and track the value of your assets. It combines almost total customizability with excellent support for mobile devices, reporting, and even cloud connectivity.

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 Asset Panda + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Asset Panda + Microsoft Dynamics CRM quick connects.

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Connect Asset Panda + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New Asset

    Triggers when a new asset is added.

  • 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 Asset

    Creates a new asset.

  • 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 Asset Panda & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Asset Panda 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 Asset Panda to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Asset Panda and Microsoft Dynamics CRM

Asset Panda

Asset Panda is a cloud-based SaaS application that creates an online environment where organizations can manage their company’s assets, including physical assets, information, and data. It enables asset managers to streamline the management of their assets through its features, which include workflows, inventory, cplaboration tops, asset intelligence, and analytics.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is business software that provides customer relationship management (CRM. capabilities for small businesses. It is designed for businesses that have less than 500 employees, although it can be used by companies with larger employee populations. The system allows users to track leads, manage contacts, and deal with other aspects of customer relationships.

Integration of Asset Panda and Microsoft Dynamics CRM

Microsoft Dynamics CRM and Asset Panda integrate to provide companies with a better understanding of their physical and digital assets and how they impact the business. This integration allows companies to improve their asset management processes and ensure that they are doing so in a comprehensive manner.

Companies should understand their assets inside out. This should include physical assets such as vehicles, machines, and equipment; intangible ones such as intellectual property and goodwill; and digital ones such as software and data.

The integration between Asset Panda and Microsoft Dynamics CRM allows companies to better understand the value of all these types of assets and how they impact the business. This can be done through asset intelligence and analytics and through features such as workflows and cplaboration tops.

Benefits of Integration of Asset Panda and Microsoft Dynamics CRM

The benefits of integrating Asset Panda and Microsoft Dynamics CRM include improved visibility into the life cycle of an asset or service; improved workflows; improved cplaboration; improved analytics; and improved capacity planning. The fplowing provides additional details on these benefits:

Improved Visibility into the Life Cycle of an Asset or Service:

The integration between Asset Panda and Microsoft Dynamics CRM provides companies with a 360-degree view of their assets. This includes physical assets, information assets, and digital assets. It also gives them a better understanding of the current status of these assets in terms of the remaining useful life, remaining functional life, remaining economic life, remaining legal life, remaining competitive life, remaining regulatory life, remaining ethical life, remaining environmental life, remaining safety life, remaining reliability life, remaining security life, remaining health life, remaining aesthetic life, remaining operational life, remaining ownership life, remaining usability life, remaining fit for purpose life, remaining compliance life, remaining satisfaction life, remaining end-of-life status, and remaining end-of-life disposition.

Improved Workflows:

The integration between Asset Panda and Microsoft Dynamics CRM allows companies to automate business processes related to the management of their assets. These include asset request creation; authorization requests; asset request fulfillment; communication requests; communication fulfillment; assignee requests; assignee fulfillment; activity requests; activity fulfillment; workflow status change requests; workflow status change fulfillment; workflow updates; work item creation; work item fulfillment; work item deletion; work item update; work item synchronization; communication tracking; communication notification; communication receipt; communication voiding; communication mailout; communication renewal; communication reminder; communication escalation; communication cancellation; communication tracking; communication response tracking; communication response tracking; inventory tracking; inventory registration; inventory registration request fulfillment; inventory registration cancellation; inventory registration voiding; inventory registration response tracking; inventory response tracking; inventory reconciliation tracking; 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The process to integrate Asset Panda 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