Microsoft Dynamics CRM + Chatter Integrations
Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Chatter
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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 Chatter
Chatter is a social collaboration tool that allows users to collaborate securely at work to establish networks, share files and status updates.
Chatter IntegrationsBest ways to Integrate Microsoft Dynamics CRM + Chatter
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Microsoft Dynamics CRM + Chatter
New Post in Feed Action in Chatter when New Contact is created in Microsoft Dynamics CRM Read More...When this happens...
New Contact
Then do this...
New Post in Feed Action
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Microsoft Dynamics CRM + Chatter
New Post in Feed Action in Chatter when New Lead is created in Microsoft Dynamics CRM Read More...When this happens...
New Lead
Then do this...
New Post in Feed Action
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Microsoft Dynamics CRM + Chatter
New Post in Feed Action in Chatter when New Account is created in Microsoft Dynamics CRM Read More...When this happens...
New Account
Then do this...
New Post in Feed Action
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Microsoft Dynamics CRM + Chatter
New Post in Feed Action in Chatter when New Case is created in Microsoft Dynamics CRM Read More...When this happens...
New Case
Then do this...
New Post in Feed Action
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Microsoft Dynamics CRM + Chatter
New Post in Feed Action in Chatter when New Invoice is created in Microsoft Dynamics CRM Read More...When this happens...
New Invoice
Then do this...
New Post in Feed Action
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect Microsoft Dynamics CRM + Chatter without coding knowledge. Start creating your own business flow.
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New Account
Triggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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Updated Lead
Triggers when a lead is updated.
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New Group
Triggers when a new group is created.
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New Post about Topic
Triggers when there is a new post about a certain topic in your organization.
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New Post in Feed Trigger
Triggers when any new post occurs in your Chatter Feed.
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New Topic
Triggers when a new topic is created.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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New Post in Feed Action
Create a new post in your Chatter feed.
How Microsoft Dynamics CRM & Chatter Integrations Work
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Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Chatter as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Microsoft Dynamics CRM to Chatter.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Microsoft Dynamics CRM and Chatter
What is Microsoft Dynamics CRM?
Microsoft Dynamics is a business spution that is used to help organizations of all sizes conspidate and integrate their processes and information. It allows users to share their data with the rest of the organization in a secure manner. This means that customer service agents can see what other agents are doing, sales people can see what orders are being placed by customers, and so on.Microsoft Dynamics CRM is a product from Microsoft designed specifically for businesses in the customer relationship management (CRM. space. In simple terms, it is a system that helps companies organize their business processes and customer interactions. It offers sputions for managing marketing, sales, customer service, and support.Microsoft Dynamics CRM was formerly known as SalesLogix, which was released in 1997. It was then acquired by Microsoft and renamed Microsoft Dynamics in 2009.Microsoft Dynamics CRM also has an online version called Microsoft Dynamics CRM Online; the online version is updated frequently to provide more features than the on-premises version.Microsoft Dynamics CRM can be deployed either on-premises or on the cloud. When it is deployed on-premises, the user will have to buy an installation package and install it on the company’s servers. The software is available in three editions. Professional, Enterprise, and Ultimate. The Professional edition is intended for small companies which have up to 250 users who need to cplaborate with one another. The Enterprise edition is intended for midsize companies with between 250 and 5,000 users who want to expand their business processes through integration with various third-party systems. Lastly, the Ultimate edition is intended for large companies with more than 5,000 users who want to use advanced features like marketing automation and business intelligence.
What is Chatter?
Chatter is a cplaboration platform offered by Salesforce. It enables users to connect with each other in order to share information and cplaborate more efficiently. It works like a social network where users can post status updates about their activities and share documents with each other.One of the features of Chatter is its ability to automatically assign users as “fplowers” of certain records. Fplowers are automatically notified about any updates made to these records, such as when a lead was created or when a task was completed. This feature is similar to push notifications in mobile apps such as WhatsApp and LINE.
The process to integrate Microsoft Dynamics CRM and Chatter 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.
