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Integrate Databox with Microsoft Dynamics CRM

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

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About Databox

Databox is a real-time business analytics platform that brings all of your data together in one place so you can measure performance and uncover insights.

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 Databox + Microsoft Dynamics CRM

  • Databox Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    Close
    When this happens...
    Databox Integration New Contact
     
    Then do this...
    Databox Integration Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Databox Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Push Custom Data in databox when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Databox Integration New Contact
     
    Then do this...
    Databox Integration Push Custom Data
  • Databox Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Push Custom Data in databox when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Databox Integration New Lead
     
    Then do this...
    Databox Integration Push Custom Data
  • Databox Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Increase Counter in databox when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Databox Integration New Lead
     
    Then do this...
    Databox Integration Increase Counter
  • Databox Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Push Custom Data in databox when New Account is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Databox Integration New Account
     
    Then do this...
    Databox Integration Push Custom Data
  • Databox Integration {{item.actionAppName}} Integration

    Databox + {{item.actionAppName}}

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

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

    Triggers
  • 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
  • Increase Counter

    Increment a specified metric by 1 every time this action happens.

  • Push Custom Data

    Push any custom data to Databox.

  • 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 Databox & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Databox and Microsoft Dynamics CRM

Let’s start with the definition of Databox. According to their website, Databox is an enterprise-class software for managing and analyzing all of your data sources. The web-based platform provides your organization with a comprehensive set of reporting, analytics, and business intelligence tops that are designed for users at all experience levels.

There are three main features that Databox offers:

Business Intelligence Dashboard Builder – With this feature, you can build custom charts and graphs to analyze your data. If you are not very experienced in Data Analysis, this feature will help you to create simple reports.

– With this feature, you can build custom charts and graphs to analyze your data. If you are not very experienced in Data Analysis, this feature will help you to create simple reports. Data Explorer – With this feature, you can explore your data sources, view details about your data points, and generate rich charts and graphs. It also provides access to different built-in views like Google Analytics, Salesforce, Pardot, etc.

– With this feature, you can explore your data sources, view details about your data points, and generate rich charts and graphs. It also provides access to different built-in views like Google Analytics, Salesforce, Pardot, etc. Visualization Builder – With this feature, you can create compelling dashboards by using visual widgets like charts, tables, maps, heat maps, etc. You can share your dashboards with your team members or customers via email or URL.

Databox has two pricing plans. Free Plan and Professional Plan. On the Free Plan, you don’t have any limit on the number of data sources or dashboards. However, there are some limitations on the size of your dashboards. On the other hand, the Professional Plan is the best plan for small/medium-sized businesses with budget limitations. The Professional Plan starts at $99 per month for 3 users with 1GB of storage. The maximum number of data sources is 50 per user (per month. You can get more details about the pricing plans here.

Microsoft Dynamics CRM is a customer relationship management (CRM. top that helps companies to manage their interactions with customers and partners. Microsoft Dynamics CRM is used by many companies worldwide including the fplowing:

United Airlines (flight schedules)

Hertz (car rentals)

Nike (sportswear)

Xerox (document management)

There are two versions of Microsoft Dynamics CRM. Microsoft Dynamics CRM Online and Microsoft Dynamics CRM On Premises (On Prem. While Microsoft Dynamics CRM Online is free of charge, the fee for Microsoft Dynamics CRM On Prem is based on implementation size. You can get more information about these two versions here.

Now let’s look at how Databox integrates with Microsoft Dynamics CRM. There are two integration features in Databox. Integration with Microsoft Dynamics CRM Online and Integration with Microsoft Dynamics CRM On Premises.

Integration with Microsoft Dynamics CRM Online

You can integrate Microsoft Dynamics CRM Online with Databox using Zapier or Microsoft PowerApps/Flow/Flow Designer. It doesn’t need any advanced coding skills because it is very easy to set up integrations using these tops. These tops provided by Microsoft allow you to automate almost any task in your Office 365 environment without writing any code or using any developer resources. More details about these tops are available here.

Integration with Microsoft Dynamics CRM On Premises / Custom Integrations / Extensions

The integration between Databox and Microsoft Dynamics CRM is based on RESTful APIs provided by both products. Now let’s see how it works! Suppose you want to integrate Databox with your existing environment i.e., Microsoft Dynamics CRM On Premises / Custom Integrations / Extensions. In this case, you will have to do extra work to connect Databox with your system because both products have different APIs. One of the ways to connect them is using an SDK provided by Databox. To connect Databox with your system via an SDK, fplow the steps below:

Register an account on Databox Configure Master Data Settings Create a dataset Upload sample data Run test queries Make changes accordingly Go live!

As you can see from this blog post, integrating Databox with Microsoft Dynamics CRM brings many benefits for our users:

Unified Interface . Both applications come with a unified interface so users can easily switch from one application to another and use them together in a single place. Unified Dashboard . Users can share dashboards between these two applications to make sure they always have access to all their data wherever they may be working from. No Duplication of Efforts . Integration will save time and money because users don’t need to duplicate their efforts in order to gather data from multiple sources such as Google Analytics and Salesforce separately. Unified Analytics . Users can create reports for both applications from a single interface since they are integrated with each other. This reduces time and effort needed to do analytics in multiple places and ensures consistency in reporting standards across different applications within an organization. Easy Management . Users can manage both applications in a single place and avoid duplicating their efforts in order to manage these two applications separately in different places. Sharing of Data . Users can share all their data between Databox and Microsoft Dynamics CRM without any constraints. This makes it easy for users to access all their important data anytime they want to reach it anywhere in the world where they may be working from. Seamless Integration . Integration between Databox and Microsoft Dynamics CRM allows users to automate most of their tasks by using tops provided by both products instead of going through several steps to complete a task manually. This makes it easy for users to save a lot of time! Reduced Cost . By integrating Databox and Microsoft Dynamics CRM together, users will be able to reduce their cost significantly because they won’t need to invest in additional software licenses because both products come bundled together for free! Easy Management . Users can manage both applications from a single place which reduces time and effort needed to do it separately in multiple places. Easy Maintenance . Users can maintain both applications from a single place which reduces time and effort needed to do it separately in multiple places. Faster Installation . Users have no need to install additional software to use both applications together since it comes bundled together for free! Reduced Development Costs . Development costs will be reduced because users don’t need to develop separate software for each application if they want to use them together because they come bundled together for free! Easy Maintenance . Users have no need to maintain separate software for each application if they want to use them together because they come bundled together for free! Reduced Training Costs . Training costs will be reduced because users will receive training on how to use both applications together rather than receiving training separately on each application if they want to use them together because they come bundled together for free! Consistent User Experience . Users will be able to enjoy the same consistent user experience across different applications within an organization if they want to use them together because they come bundled together for free! Increased Employee Productivity . Employees will be able to increase their productivity by using both applications together since there won’t be any integration issues between them if they want to use them together because they come bundled together for free! Better Customer Service . Customers will be able to enjoy better customer service since they will receive great support from employees who know how all their data is integrated between these two applications if they want to use them together because they come bundled together for free! Reduced Risk . Risk will be reduced if users’ data is integrated together because if one application goes down then the other application still works properly making sure that customers receive great customer service always if they want to use them together because they come bundled together for free! Reduced Cost . By integrating Databox and Microsoft Dynamics CRM together, users will be able to reduce their cost significantly since there won’t be any additional software licenses required if they want to use them together because they come bundled together for free! And many more…!

The process to integrate Databox 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.