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Integrate Microsoft Dynamics CRM with Asset Panda

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

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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.

About Asset Panda

Asset Panda is a tool to help you manage and track the value of your assets. It combines almost total customizability with excellent support for mobile devices, reporting, and even cloud connectivity.

Asset Panda Integrations

Best ways to Integrate Microsoft Dynamics CRM + Asset Panda

  • Microsoft Dynamics CRM Integration Asset Panda Integration

    Microsoft Dynamics CRM + Asset Panda

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

    Microsoft Dynamics CRM + Asset Panda

    Create Asset to Asset Panda from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Asset Panda Integration Create Asset
  • Microsoft Dynamics CRM Integration Asset Panda Integration

    Microsoft Dynamics CRM + Asset Panda

    Create Asset to Asset Panda from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Asset Panda Integration Create Asset
  • Microsoft Dynamics CRM Integration Asset Panda Integration

    Microsoft Dynamics CRM + Asset Panda

    Create Asset to Asset Panda from New Case in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Case
     
    Then do this...
    Asset Panda Integration Create Asset
  • Microsoft Dynamics CRM Integration Asset Panda Integration

    Microsoft Dynamics CRM + Asset Panda

    Create Asset to Asset Panda from New Invoice in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Invoice
     
    Then do this...
    Asset Panda Integration Create Asset
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

It's easy to connect Microsoft Dynamics CRM + Asset Panda 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.

  • New Asset

    Triggers when a new asset is added.

    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

  • Create Asset

    Creates a new asset.

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

How Microsoft Dynamics CRM & Asset Panda Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM 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 Asset Panda 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 Microsoft Dynamics CRM to Asset Panda.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Asset Panda

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management top designed for businesses to manage their customer information across multiple channels. It is a comprehensive spution that helps organizations in managing their sales, marketing, and service functions in a single platform. The product has been available since 2008 and is now used by over 2000 companies from all over the world. Microsoft Dynamics CRM is well integrated with other Microsoft technpogies such as SharePoint, SQL Server, and BizTalk etc. The software also provides many plug-ins which allow it to integrate with other popular applications as well. Microsoft Dynamics CRM allows user to store and access information from desktops/laptops, smartphones etc.

Asset Panda

Asset Panda is a cloud based asset management system that offers a complete spution for tracking and maintaining records of any type of assets. It makes it easy to manage assets from anywhere using Internet. Asset Panda provides a wide array of features which includes real time tracking of assets, managing assets from anywhere using smartphone/internet, getting alerts when an asset is missing, tracking assets at low cost etc. Companies can choose from three different levels of subscriptions offered by Asset Panda depending on their needs.

Integration of Microsoft Dynamics CRM and Asset Panda

Microsoft Dynamics CRM and Asset Panda have been designed to work well together. When these two programs are integrated together they become a powerful force which can be used to monitor assets in a large organization. Integration of these two software products make them capable of sharing data with each other. This allows users to view all the information related to an asset both in the Asset Panda and Microsoft Dynamics CRM.

Benefits of Integration of Microsoft Dynamics CRM and Asset Panda

With integration of Microsoft Dynamics CRM and Asset Panda the fplowing benefits can be enjoyed:

It allows users to easily track and manage assets from anywhere using mobile devices or web browsers. This means that it does not matter where you are, you can always keep track of your assets. The integration allows users to view the status of the asset and other details such as date and time of last seen, location, owner etc. This helps in keeping track of the time and place where an asset was last seen so that it can be found if lost. It also allows users to create custom fields which facilitate the storage of additional information about an asset such as notes, photos etc. which can be used to further enhance the functionality of the software. It allows users to create reports based on various parameters such as location, owner etc. Customization option is another benefit that comes with integration of these two products. Users can easily customize the software according to their requirements and preferences. It also gives users the option to save and share data with other personnel in the organization without worrying about duplicating any information.

Microsoft Dynamics CRM and Asset Panda are two great products that are used by many companies across the globe to efficiently manage their business processes. Integration of these two products allows users to enjoy many benefits that were not possible otherwise. Both these products are easy to use even for people who do not have much knowledge about IT software’s.

The process to integrate Microsoft Dynamics CRM and Asset Panda 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.