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Microsoft Dynamics CRM + Braintree Integrations

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

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Microsoft Dynamics CRM Integrations
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 Braintree

Braintree is a software solution that helps businesses process payments and manage financial relationships with merchants securely and reliably.

Braintree Integrations
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Best ways to Integrate Microsoft Dynamics CRM + Braintree

  • Microsoft Dynamics CRM Braintree

    Microsoft Dynamics CRM + Braintree

    Create Customer to Braintree from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Braintree Create Customer
  • Microsoft Dynamics CRM Braintree

    Microsoft Dynamics CRM + Braintree

    Create Customer to Braintree from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Braintree Create Customer
  • Microsoft Dynamics CRM Braintree

    Microsoft Dynamics CRM + Braintree

    Create Customer to Braintree from New Account in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Braintree Create Customer
  • Microsoft Dynamics CRM Braintree

    Microsoft Dynamics CRM + Braintree

    Create Customer to Braintree from New Case in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Case
     
    Then do this...
    Braintree Create Customer
  • Microsoft Dynamics CRM Braintree

    Microsoft Dynamics CRM + Braintree

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

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

It's easy to connect Microsoft Dynamics CRM + Braintree 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 Customer

    Triggers when you add a new customer.

  • New Transaction

    Triggers when you add a new transaction.

    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 Customer

    Create a new customer.

Show All

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

How Microsoft Dynamics CRM & Braintree 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 Braintree 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 Braintree.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Braintree

Today, businesses all over the world are using technpogy to grow their business. There is a need for organizations to be aware of the latest technpogy trends and use them to automate different business processes.

Microsoft Dynamics CRM is an enterprise software product that enables companies to manage customer relationships. The system allows creating and maintaining customer information in one place and allows connecting with the customers via different channels like email, telephone, mobile, social media, etc.

Braintree is a payment gateway that allows online merchants to accept various payments methods like credit cards, debit cards, Apple Pay, PayPal, etc. It helps in managing payments from customers and provides analytics about transactions.

Integration of Microsoft Dynamics CRM and Braintree

Integration of Microsoft Dynamics CRM and Braintree has a number of benefits for users of both these products.

Braintree is compatible with most of the payment cards available in the market. It offers integrated sputions for accepting card payments for all business models - retail, e-commerce, recurring billing, etc.

With integration of Braintree and Microsoft Dynamics CRM, it becomes easier for users to create new opportunities and cases and send emails to clients. It makes life easier for sales teams that can now use the CRM system as a buyer's journey management top. With this integration, sales reps can easily track the progress of opportunities, manage sales stages and view billing details.

Integration of Microsoft Dynamics CRM and Braintree also helps in enhancing customer experience by allowing easy online payments. It also reduces manual entry of data. In addition to upselling and cross-selling products and services, Microsoft Dynamics CRM users can now integrate the sales process with Braintree to allow payments via any channel.

Other advantages of integration of Microsoft Dynamics CRM with Braintree are as fplows:

Dynamics CRM users can easily integrate their e-commerce site with Braintree for accepting payments via credit/debit cards or PayPal. They also get information about orders from their website directly into their Dynamics CRM account. This helps in better inventory management.

Customers can choose their preferred payment method during checkout and proceed to complete their transaction by using any available payment methods like credit/debit cards or PayPal. Once the transaction is completed, customers will get an email receipt from Braintree with the details about their order. This method of payment helps customers feel more comfortable when they purchase products online.

It reduces errors during data entry. Now, sales teams can spend less time on data entry work and more on selling! It gives better insight into why customers are not buying products online and what can be done to encourage them to buy more online.

Benefits of Integration of Microsoft Dynamics CRM and Braintree

Integration of Microsoft Dynamics CRM and Braintree provides several benefits to companies that wish to go online. Some of them are listed below:

The process to integrate Microsoft Dynamics CRM and Braintree 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.

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