Microsoft Dynamics CRM + Chatter Integrations
Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Chatter
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 makes business processes social. Collaborate in real time, in context, from anywhere.
Chatter IntegrationsBest ways to Integrate Microsoft Dynamics CRM + Chatter
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Microsoft Dynamics CRM + Slack
Send new Microsoft Dynamics leads to a Slack channel Read More...When this happens...
New Lead
Then do this...
Send Channel Message
Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!How This Integration Works- A new lead is created on Microsoft Dynamics
- Appy Pie Connect sends a Slack message to a specific channel.
Apps Involved- Microsoft Dynamics
- Slack
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Microsoft Dynamics CRM + Databox
Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...When this happens...
New Contact
Then do this...
Increase Counter
Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.How This Microsoft Dynamics 365 CRM-Databox Integration Works?- A new contact is added on Microsoft Dynamics
- Appy Pie Connect increases counter on Databox.
Apps Involved- Microsoft Dynamics
- Databox
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Microsoft Dynamics CRM + Sendinblue
Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...When this happens...
New Contact
Then do this...
Add or Update Contact
Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works- A new contact is added on Microsoft Dynamics
- Appy Pie Connect adds that contact to SendinBlue.
Apps Involved- Microsoft Dynamics
- SendinBlue
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Autotask + Microsoft Dynamics CRM
Add every new Autotask account to Microsoft Dynamics CRM Read More...When this happens...
New Account
Then do this...
Create Account
Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.How This Autotask-Microsoft Dynamics Integration Works- A new Account is added to Autodesk
- Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
What You Need- Autotask
- Microsoft Dynamics CRM
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When this happens...
New Post in Feed Trigger
Then do this...
Send Channel Message
No more leaving a browser open to watch your important Chatter feeds. Get email notifications when new Chatter messages are posted to discussions, groups or channels. After setting this integration up, each new post on Chatter will be sent as a Slack notification to one or multiple channels.A new post is made on Chatter- When a new charge is approved by ChargeBee
- Appy Pie Connect automatically sends a message on Slack
What You Need- Chatter account
- Slack account
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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.
