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Integrate Microsoft Dynamics CRM with awork

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

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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 awork

Intelligent projects, tasks and time tracking for your project business.

awork Integrations

Best ways to Integrate Microsoft Dynamics CRM + awork

  • Microsoft Dynamics CRM Integration awork Integration

    Microsoft Dynamics CRM + awork

    Search Projects in awork when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    awork Integration Search Projects
  • Microsoft Dynamics CRM Integration awork Integration

    Microsoft Dynamics CRM + awork

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

    Microsoft Dynamics CRM + awork

    Search Users by Email in awork when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    awork Integration Search Users by Email
  • Microsoft Dynamics CRM Integration awork Integration

    Microsoft Dynamics CRM + awork

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

    Microsoft Dynamics CRM + awork

    Create Project Task to awork from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    awork Integration Create Project Task
  • 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 + awork in easier way

It's easy to connect Microsoft Dynamics CRM + awork 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 Task

    Triggers when a new task is created. The trigger only fires for tasks with a project assigned, not for private tasks.

  • New Time Entry

    Triggers when a new time entry is created.

  • Updated Time Entry

    Triggers when a time entry is updated.

    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 Client

    Creates a new client.

  • Create Project

    Creates a new project.

  • Create Project Task

    Creates a new project task.

  • Search Projects

    Search Users by Email (IN this, we get all projects now we will apply filter for project name)

  • Search Users by Email

    Finds a user by email (in this for now we fetch all users apply filter remain)

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

How Microsoft Dynamics CRM & awork 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 awork 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 awork.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and awork

Microsoft Dynamics CRM, which is currently used by over 5,000 businesses around the world, comes with an in-built marketing module that allows you to send bulk emails and SMSs. However, this feature can be enhanced with the help of awork. When you integrate these two applications together, they allow you to create marketing campaigns for your customers, manage all of their subscriptions and access information about them without leaving Microsoft Dynamics CRM.

While Microsoft Dynamics CRM has made managing customer data easily accessible, it lacks integration with other applications. Most of the companies use external applications along with Microsoft Dynamics CRM to make complex sales and marketing tasks easier. One such important application is awork, which allows you to send emails and SMSs to your leads, customers and subscribers. It also provides you with an option to create bulk email templates.

Integrating Microsoft Dynamics CRM and awork together will allow you to create email templates that can be sent automatically via Microsoft Dynamics CRM. You can then include crucial information that needs to be sent to the contacts, such as order numbers, tracking numbers, purchase dates, etc. Also, when you are using awork’s autoresponder feature, all of the information will be stored in one place so that it is easily accessible by the seller or the administrator.

Using this method will save you time and money while also increasing the number of successful lead conversions. This is because all of the data will be stored in one place and will be easily accessible to each person who needs it.

When you integrate Microsoft Dynamics CRM with awork, you can create efficient marketing campaigns that can be automatically executed through Microsoft Dynamics CRM. This will save you time, money and make your business more efficient.

The process to integrate Microsoft Dynamics CRM and awork 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.