Integrate DEAR Inventory with Microsoft Dynamics CRM

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

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About DEAR Inventory

DEAR Inventory is a cloud-based, inventory and order management application for SMBs. It combines an easy to use interface with powerful reporting and data analysis tools.

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 DEAR Inventory and Microsoft Dynamics CRM Integrations

  • DEAR Inventory Integration Microsoft Dynamics CRM Integration

    DEAR Inventory + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • DEAR Inventory Integration Microsoft Dynamics CRM Integration

    DEAR Inventory + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • DEAR Inventory Integration Microsoft Dynamics CRM Integration

    DEAR Inventory + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • DEAR Inventory Integration Microsoft Dynamics CRM Integration

    DEAR Inventory + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • DEAR Inventory Integration Microsoft Dynamics CRM Integration

    DEAR Inventory + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Customer OR Updated Customer in DEAR Inventory Read More...
    Close
    When this happens...
    DEAR Inventory Integration New Customer OR Updated Customer
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • DEAR Inventory Integration {{item.actionAppName}} Integration

    DEAR Inventory + {{item.actionAppName}}

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

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

    Triggers
  • New Customer OR Updated Customer

    Triggered when customers are created or updated.

  • 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 Invoice

    Create Sales Invoice

  • Create Sale

    Create a new sale.

  • Create Sale Order

    Create Sales order.

  • Create Sale Quote

    Creates a sales quote.

  • 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 DEAR Inventory & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose DEAR Inventory 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 DEAR Inventory to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of DEAR Inventory and Microsoft Dynamics CRM

In business, it is important to keep track of the inventory. This allows you to know how much of a product you have and which ones you should order more of. You can also know which products are selling well and which ones need more marketing. Keeping track of your inventory is a process called inventory management. Inventory management has been around for a long time and has been made easier with the use of software. There are many programs available to help with inventory management such as DEAR Inventory and Microsoft Dynamics CRM. DEAR Inventory and Microsoft Dynamics CRM are two different programs used for inventory management. However, they can be used together to boost productivity and simplify the inventory management process.

DEAR Inventory and Microsoft Dynamics CRM combined create an easy way to manage inventory. Before the integration of these two programs, users had to log into one program and then another just to do simple things such as changing prices or tracking stock. Using both programs together makes it easier for businesses to manage their inventory because everything can be done in one place. This cuts down on how many times a user has to access each program which is time consuming and inefficient. Users can also make changes in each program at the same time without taking up extra time. One advantage of DEAR Inventory and Microsoft Dynamics CRM integration is the ability to run reports from both programs at the same time without taking up extra time. This is especially useful in multiple location businesses where there is more than one branch and each branch wants the same information in each report. Instead of having to wait for one branch to run a certain report before they can run theirs, all runs at the same time and there is no waiting time.

There are many benefits to having DEAR Inventory and Microsoft Dynamics CRM integrated together as well as for using either program alone. One benefit is the ability to create an item number in DEAR Inventory which can be directly tied to a purchase order number in Microsoft Dynamics CRM. This means that both programs will automatically update each other with information about that item and everything is kept up-to-date. Another benefit of DEAR Inventory and Microsoft Dynamics CRM integration is that it gives users an easy way to create a purchase order number directly from DEAR Inventory without having to go back and forth between the two programs. With DEAR Inventory and Microsoft Dynamics CRM integration, users can easily find out what needs to be purchased and how much they need by comparing orders to stock levels in DEAR Inventory. This will allow them to make the right decisions when planning which items to order or not order based on how much of a product they already have at their location. Below is an outline template for creating an article about DEAR Inventory and Microsoft Dynamics CRM:

DEAR Inventory

Microsoft Dynamics CRM

Integration of DEAR Inventory and Microsoft Dynamics CRM

Benefits of Integration of DEAR Inventory and Microsoft Dynamics CRM

In conclusion, DEAR Inventory and Microsoft Dynamics CRM integration is a great way for businesses to manage their inventory. Both programs work independently as well as together so users have a choice depending on their preferences. They can use one program exclusively or combine them both to get the best results possible. Either way, both programs are effective for tracking inventory no matter if you have one location or multiple locations.

The process to integrate DEAR Inventory 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.