Microsoft Dynamics CRM Integrations

Use Appy Pie Connect and Integrate Microsoft Dynamics CRM with 300+ Apps to automate your business process in minutes.

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.

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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 Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    Connect
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

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

Step By Step Microsoft Dynamics CRM Integration Guide

  1. To integrate the Microsoft Dynamics CRM app at Appy Pie Connect, search and select the app from the app directory available at Connect. Choose the service required and click Continue to move ahead with the integration.


  2. Click Connect an Account and enter the Dynamic Domain of your registered Microsoft Dynamics CRM account in the pop-up form at Appy Pie Connect. Click Yes, Continue after filling in the correct details.
    Note: Delete pre/postfix from Dynamic Domain name, for example: if Dynamic Domain name is “https://abc.crm8.dynamics.com/” then use “abc.crm8.dynamics.com” for the pop-up form at Appy Pie Connect. .


  3. Enter the Email address for your registered Dynamics CRM account in the pop-up form at Appy Pie Connect and click Next.


  4. Enter the password for the registered Email address of the Dynamics CRM account in the pop-up form at Appy Pie Connect and click Sign In.


  5. Click Continue to reconfirm the Microsoft Dynamics CRM account integrated at Appy Pie Connect.


Common Issues With Microsoft Dynamics CRM At Appy Pie Connect

Error in Connecting the Account

  • Appy Pie Connect can work only on the latest version of Microsoft Dynamic CRM (Works with V8 + V9 of the REST API). Connect will not integrate with the older version of Dynamics.
  • A self-hosted instance of Dynamics CRM is not supported by Connect.

Kindly contact our support team online for further inquiries.