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Integrate Basin with Microsoft Dynamics CRM

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

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About Basin

Basin is a basic form backend that lets you collect data from submissions without writing a single line of code.

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.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate Basin + Microsoft Dynamics CRM

  • Basin Integration Microsoft Dynamics CRM Integration

    Basin + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Submission in Basin Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Basin Integration Microsoft Dynamics CRM Integration

    Basin + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Submission in Basin Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Basin Integration Microsoft Dynamics CRM Integration

    Basin + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Submission in Basin Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Basin Integration Microsoft Dynamics CRM Integration

    Basin + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Submission in Basin Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Basin Integration Microsoft Dynamics CRM Integration

    Basin + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Submission in Basin Read More...
    Close
    When this happens...
    Basin Integration New Submission
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Basin Integration {{item.actionAppName}} Integration

    Basin + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Basin + Microsoft Dynamics CRM in easier way

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

    Triggers
  • New Submission

    Triggers when a user submits to your form.

  • 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 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Basin & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Basin 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 Basin to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Basin and Microsoft Dynamics CRM

Basin

I will start my article by defining “Basin”. It is an online top that can be used for storing documents, images, video, etc. It is developed by the Microsoft Corporation. It is compatible with Windows 7, 8 and 10. Its latest version is 3.1. Its size is about 1.25 MB. Its newest update was on 11th March 2018.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software. It is used to help businesses manage customer relationships. In short, it can be defined as a CRM top which helps in the management of sales, marketing and other business related activities. The major objective of Microsoft Dynamics CRM is to support the sales and marketing efforts of a company. It helps in managing leads into customers and then converting them into loyal customers for a longer period of time. The advanced version of the software is known as “Dynamics 365”.

Integration of Basin and Microsoft Dynamics CRM

In this section, I will give a brief idea about how integration of Basin and Microsoft Dynamics CRM works. In the first step, the user has to install both the applications on his/her computer. There are two ways of doing this – one is that user may download the application from the official website of Basin or Microsoft or he may install it from a CD or DVD or USB drive if he has got one. In the second step, the user has to create a connection between Basin and Microsoft Dynamics CRM. There are various ways of doing it including using the browser, using a mobile device, using email, etc. After creating the connection, the user has to choose whether he wants to synchronize or merge or import any information between these two applications. For example, if he wants to sync pictures from Basin and Microsoft Dynamics CRM, he has to click on Sync Files option and then select the files that need to be synced. If he wants to merge data from both these applications, he has to click Merge option and then specify the name of the file that needs to be merged and then also mention the fields that needs to be included in the merge. The last method invpves importing files from Basin and Microsoft Dynamics CRM. The user has to click Import option and then pick up the files that need to be imported to either application.

Benefits of Integration of Basin and Microsoft Dynamics CRM

The benefits of integration of Basin and Microsoft Dynamics CRM include:

  • It reduces work time because user just needs to use one application to perform all his tasks instead of using multiple applications for each task.
  • It helps in streamlining work processes because the user just needs to accomplish one task and then save it and then proceed to next task without wasting much time in saving data in different locations of his computer or phone or tablet or office computer or cloud storage or any other place.
  • It ensures security because user can work with documents, photos, videos, etc., only when he is online because he needs his online connection. So there are no chances of losing important data because it will always be on the cloud storage. Also, there are no chances of any kind of theft because data can only be accessed by authorized users who have login credentials.

The process to integrate Basin 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.