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Integrate Microsoft Dynamics CRM with Canny

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

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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 Canny

Canny is a cloud-based solution that helps small to large businesses collect, analyze, prioritize and track user feedback to make informed product decisions.

Canny Integrations

Best ways to Integrate Microsoft Dynamics CRM + Canny

  • Microsoft Dynamics CRM Integration Canny Integration

    Microsoft Dynamics CRM + Canny

    Change Post Status in Canny when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Canny Integration Change Post Status
  • Microsoft Dynamics CRM Integration Canny Integration

    Microsoft Dynamics CRM + Canny

    Change Post Status in Canny when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Canny Integration Change Post Status
  • Microsoft Dynamics CRM Integration Canny Integration

    Microsoft Dynamics CRM + Canny

    Change Post Status in Canny when New Account is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Canny Integration Change Post Status
  • Microsoft Dynamics CRM Integration Canny Integration

    Microsoft Dynamics CRM + Canny

    Change Post Status in Canny when New Case is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Case
     
    Then do this...
    Canny Integration Change Post Status
  • Microsoft Dynamics CRM Integration Canny Integration

    Microsoft Dynamics CRM + Canny

    Change Post Status in Canny when New Invoice is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Invoice
     
    Then do this...
    Canny Integration Change Post Status
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

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    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Canny in easier way

It's easy to connect Microsoft Dynamics CRM + Canny 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 Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

    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

  • Change Post Status

    Changes a post's status.

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

How Microsoft Dynamics CRM & Canny 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 Canny 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 Canny.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Canny

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management (CRM. software package developed by the Microsoft Corporation. According to Microsoft, Dynamics CRM combines customer relationship management, sales force automation and enterprise marketing into one easy-to-use package. It allows companies to better manage their customer interactions, and thus, increase revenue.

Canny?

Canny is a business intelligence spution that allows users to create business reports and dashboards using data pulled from a variety of sources, including Microsoft Dynamics CRM. The purpose of Canny is to help users create charts and other visual representations of their business data in order to make better business decisions.

Integration of Microsoft Dynamics CRM and Canny

One of the benefits of integrating Canny and Microsoft Dynamics CRM together is that it allows users to create business reports and dashboards using data pulled from Microsoft Dynamics CRM in order to make better business decisions. For example, if a user would like to create a visualization of his or her sales team’s performance over the course of several weeks in order to make a more informed decision about whether or not it should be reorganized, he or she could leverage the power of Canny and use data from Microsoft Dynamics CRM rather than create the visualization manually. Rather than manually entering data from multiple sources in order to create a chart, a user could simply import the information from Microsoft Dynamics CRM and have Canny automatically analyze the data for him or her. This eliminates the need for human error and increases efficiency.

Another benefit of incorporating Canny with Microsoft Dynamics CRM is that it allows users to easily share data between departments within their company. Rather than having to rely on manual reporting methods with which they may not be familiar, employees could use existing tops within their company to generate visualizations of their business data and share those visualizations with co-workers. This makes it much easier to communicate important information across departments and facilitates cplaboration between employees within an organization. It also makes it easier for employees to track important business metrics, such as the number of clients they have, their sales figures and their open accounts.

The integration of Canny and Microsoft Dynamics CRM provides organizations with a single location where they can track important business statistics and share them with other employees within the company. As a result, it makes it easier for organizations to make well-informed business decisions based on accurate data regarding their customers’ behavior.

The process to integrate Microsoft Dynamics CRM and Canny 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.