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Microsoft Dynamics CRM Integrations

Get full visibility into prospects, opportunities, teams, accounts, campaigns as well as contact activity by connecting
your Microsoft Dynamics CRM account with Appy Pie Connect

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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 Customer Service Contacts

  • mail

    Microsoft Dynamics CRM Email Support

    [email protected] open_in_new

  • chat

    Microsoft Dynamics CRM Live Chat Support

    N/A

  • support_agent

    Microsoft Dynamics CRM Call Center Support

    1 (425) 882-8080

  • live_help

    Microsoft Dynamics CRM Knowledge Base

    N/A

  • forum

    Microsoft Dynamics CRM Forum

    N/A

Social Media Support Contacts

Legal Contacts

  • fact_check

    Microsoft Dynamics CRM Terms & Conditions

    N/A

  • lock

    Microsoft Dynamics CRM Privacy Policy

    N/A

  • verified_user

    Microsoft Dynamics CRM Security Policy

    N/A

  • security

    Microsoft Dynamics CRM GDPR

    N/A

Other Links

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How to Integrate Microsoft Dynamics CRM with Appy Pie Connect

Follow these steps to Integrate Microsoft Dynamics CRM:

  1. Go to Appy Pie Connect

  2. Create an account or login if you already have an account

  3. Search for the Microsoft Dynamics CRM App in the App directory

  4. Select a trigger event from the list

  5. Click on ‘Connect an Account’ and enter Microsoft Dynamics CRM account API key

  6. Your Microsoft Dynamics CRM app is now ready to integrate hundreds of apps supported on Appy pie Connect.

Best Microsoft Dynamics CRM Integrations

  • Microsoft Dynamics CRM Integration PhoneBurner Integration

    Microsoft Dynamics CRM + PhoneBurner

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

    Microsoft Dynamics CRM + PhoneBurner

    Create Update Contact to PhoneBurner from New Contact in Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    PhoneBurner Integration Create Update Contact
  • Microsoft Dynamics CRM Integration PhoneBurner Integration

    Microsoft Dynamics CRM + PhoneBurner

    Create Contact to PhoneBurner from New Lead in Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    PhoneBurner Integration Create Contact
  • Microsoft Dynamics CRM Integration PhoneBurner Integration

    Microsoft Dynamics CRM + PhoneBurner

    Create Update Contact to PhoneBurner from New Lead in Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    PhoneBurner Integration Create Update Contact
  • Microsoft Dynamics CRM Integration PhoneBurner Integration

    Microsoft Dynamics CRM + PhoneBurner

    Create Contact to PhoneBurner from New Account in Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    PhoneBurner Integration Create Contact
  • Microsoft Dynamics CRM Integration PhoneBurner Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

    {{item.message}} 1Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} Integration {{item.actionTitle}}

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Microsoft Dynamics CRM Integration Details

Put your customer, sales, and operations data to work, with other business apps by integrating Microsoft Dynamics CRM with Appy Pie Connect. Connecting Microsoft Dynamics CRM with other apps is the best hack to enhance your customer relationships where you can not only maintain your customers but also encourage them to come back more frequently. Appy Pie Connect allows you to integrate Microsoft Dynamics CRM with a myriad of third-party applications like Gmail, Slack, SendPulse, Facebook Lead Ads, Google Sheets, Formstack, ActiveCampaign, Gravity Forms, and many more. Dynamics CRM Integrations from Appy Pie Connect empower your sales team with key customer data and keep customer churn to a minimum. Thousands of Microsoft Dynamics CRM Integrations can help you strengthen your customer relationships, without having to spend an onerous amount of time or effort.

Why You Should Use Microsoft Dynamics CRM Integration?

Microsoft Dynamics CRM is a customer relationship management system that includes various modules such as Sales, Marketing, and service. Microsoft Dynamics CRM helps organizations to analyze and act on market intelligence from social conversations, connect with their customers more effectively, foster customer loyalty, and accelerate growth. Appy Pie Connect’s Microsoft Dynamics CRM Integration generates huge cost savings by connecting departments, reducing the need for manual entries of data, providing real-time inventory figures, reducing labor costs, and enabling smarter business decisions. /

Here is how you can use Microsoft Dynamics CRM Integration with Appy Pie Connect:

  • Connect Microsoft Dynamics CRM to Facebook Lead Ads and automatically upload your Facebook leads to your CRM tool. This Microsoft Dynamics CRM-Facebook Lead will help you to follow-up with leads more efficiently.
  • Get notified of every new lead in your CRM tool. Integrate Microsoft Dynamics CRM with Slack and send Slack messages for all new leads in Microsoft Dynamics leads.
  • Integrate Microsoft Dynamics with ActiveCampaign and automatically add new ActiveCampaign contacts to Microsoft Dynamics. This Appy Pie Connect automation keeps your CRM data in sync without any manual efforts.
  • Connect Microsoft Dynamics CRM to SendPulse and add new Microsoft Dynamics CRM contacts to a SendPulse mailing list.
  • Set up MS Dynamics CRM and ScheduleOnce integration and automatically add new leads to Dynamics CRM from new ScheduleOnce bookings.
  • Integrate Microsoft Dynamics 365 CRM with Gravity Forms and add new Gravity Forms, respondents, like Microsoft Dynamics 365 CRM leads.
  • Connect Microsoft Dynamics 365 CRM to Dropbox and automatically create the contact in your CRM list from new resume files in Dropbox.
  • Integrate Microsoft Dynamics 365 CRM with Gmail and add all your email contacts to Microsoft Dynamics 365 CRM without any manual efforts.
  • Add new Formstack submissions to Microsoft Dynamics as leads by integrating Microsoft Dynamics with Formstack.

Appy Pie Connect brings together Triggers (like "New Email") and Actions (like "Create Contact") to complete an action in one app whenever a trigger occurs in another. This phenomenon is called “Connect” and these Connects help you automate repetitive tasks saving you the trouble of doing them manually.

Here is a list of Microsoft Dynamics CRM Triggers and 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

  • Find Account

    Finds an account by name.

  • Find Case

    Find Case

  • Find Contact

    Finds an contact by email address or full name or job title.

  • Find Task

    Find task by subject

Step By Step Microsoft Dynamics CRM Integration Guide

  1. To integrate the Microsoft Dynamics CRM with Appy Pie Connect, click Connect Microsoft Dynamics CRM. Now, sign up/log in into Appy Pie Connect to start the integration process.


  2. Choose a trigger event from multiple options and click Continue. Moving ahead you’ll be asked to select a Microsoft Dynamics CRM account, therefore, click Connect an Account for it.


  3. Next, a pop up will appear that will ask to fill the required Dynamics Domain field. Enter the correct details and click Yes, Continue to allow Appy Pie to access Microsoft Dynamics CRM.


  4. Next, reconfirm the account and click Continue to finalize the integration process.


Common Issues With Microsoft Dynamics CRM At Appy Pie Connect

For now, there is no common known issue with the integration of Microsoft Dynamics CRM at Appy Pie Connect.
Kindly contact our support team online to get more information.

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

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