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.
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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.
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. /
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.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Finds an account by name.
Finds an contact by email address or full name or job title.
Find task by subject
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.
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.
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.
Next, reconfirm the account and click Continue to finalize the integration process.
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.