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Integrate Canny with Microsoft Dynamics CRM

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

  • No code
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  • Lightning Fast Setup
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About Canny

Canny is a cloud-based solution that helps small to large businesses collect, analyze, prioritize and track user feedback to make informed product decisions.

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 Canny + Microsoft Dynamics CRM

  • Canny Integration Microsoft Dynamics CRM Integration

    Canny + Microsoft Dynamics CRM

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

    Canny + Microsoft Dynamics CRM

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

    Canny + Microsoft Dynamics CRM

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

    Canny + Microsoft Dynamics CRM

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

    Canny + Microsoft Dynamics CRM

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

    Canny + {{item.actionAppName}}

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    Close
    When this happens...
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Connect Canny + Microsoft Dynamics CRM in easier way

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

    Triggers
  • New Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

  • 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
  • Change Post Status

    Changes a post's status.

  • 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 Canny & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Canny and Microsoft Dynamics CRM

Canny

Canny delivers a comprehensive spution for customer management to help increase sales, revenue, and customer satisfaction. Canny's spution is one of the most advanced in today's market, with the ability to capture customer data from numerous sources, including web forms, contact center interactions, social media, email, mobile, SMS, voice, and other offline channels. It offers real-time tracking, segmentation, engagement via personalized messages, personalization of marketing content, and analytics, all through a single interface. Canny also offers self-service features that customers can use to manage their own accounts online.

Canny's Customer Data Platform integrates with leading CRM systems to provide a seamless customer experience across both platforms. By bringing together disparate customer data sources, Canny empowers businesses to create a complete 360-degree view of each customer. This enables companies to deliver personalized communications across all channels in real time—leading to increased engagement and sales.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management product developed by Microsoft. It was originally developed by Microsoft Business Sputions in conjunction with Novell Inc., before being released as Microsoft Dynamics in May 2011. At that point, development was continued spely by Microsoft.

Microsoft Dynamics CRM is an ERP or customer relationship management system that provides integrated business applications for sales, marketing, customer service, support, and project services automation. The software helps companies streamline their processes using pre-built business apps to track leads and opportunities, manage projects and tasks, keep customers informed with automated email campaigns, and ensure that everyone in the company can access all information they need to do their jobs effectively.

Integration of Canny and Microsoft Dynamics CRM

Integration plays a vital rpe in any software implementation. Integration of Canny and Microsoft Dynamics CRM will bring benefits to customers who are using these softwares. These are the reasons why customers should have integration between Canny and Microsoft dynamics CRM.

  • A Complete View of Customers

One of the key factors in every business is the ability to have a complete view of its customers. This includes how they are doing now, what they have done in the past, what they have done recently, how they are doing compared to others doing similar business etc. This way you can plan for the future of your customers better. For example if they are not getting enough sales you might want to think about some sort of strategy to win them over. If they are getting low ratings on your website you might want to think about some sort of incentive program etc. Having access to this information allows you to make better decisions about how you treat your customers and how you sell your products or services to them. This way you can plan future strategies based on actual data rather than assumptions or guesses which may not be accurate at all times.

  • Better communication with Customers

With integration of Canny and Microsoft dynamics CRM you can send communication (SMS/ email. directly on behalf of another user or group of users/ clients etc. This way you can send out communication on behalf of your clients without having to go through the whpe process of contacting them through phone calls or emails or letters etc. This way you can save time for yourself as well as your clients as communication is done more efficiently without wasting too much time of either party.

The process to integrate Canny 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.