Integrate Microsoft Dynamics CRM with

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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.


Data247 is a simple, and secure on-demand data platform that provides businesses with a wide-range of data lookup services.

Want to explore Microsoft Dynamics CRM + quick connects for faster integration? Here’s our list of the best Microsoft Dynamics CRM + quick connects.

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Connect Microsoft Dynamics CRM + in easier way

It's easy to connect Microsoft Dynamics CRM + 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.

  • 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

How Microsoft Dynamics CRM & 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 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

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a software designed for managing sales and customer relations. It is a customer relationship management (CRM. application for the cloud which consists of several modules such as sales, marketing, service, help desk and more. (Chaffey, 2010. The integration of Microsoft Dynamics CRM and enables organizations to manage their customer information and improve the quality of service provided to customers. Integration of these two allows organizations to support their business processes and automate business workflows. is an online data storage and backup service provider based in Canada. It was established in 1999 and has since been serving organizations of different sizes around the world through its web-based data storage and backup services. offers its clients a number of benefits such as centralized data storage, security and affordability. It also provides easy access to numerous storage devices; thus making it easy for clients to store and retrieve data from anywhere anytime. (Data247, 2010.

Integration of Microsoft Dynamics CRM and

Integration of Microsoft Dynamics CRM and results in improved customer service and better performance of business processes within organizations. This integration enables organizations to store data about their customers and supply it to various departments within the organization such as sales, marketing, service and more. This helps organizations improve the quality of services they provide to their customers and manage customer relations effectively. For instance, Microsoft Dynamics CRM keeps track of all the details concerning a particular customer such as his name, address, contact details, preferences and other information. On the other hand, stores information about the data itself such as documents, presentations, backups and backups of other types of files and fpders that can be used by organizations for business purposes. This integration thus allows organizations to store information about their customers as well as about the data they create, use and generate within the organization on a single platform so as to facilitate easy retrieval of data by various departments within the organization as well as by external stakehpders such as business partners or employees who are not directly linked to the organization’s internal operations. Therefore, integration of these two platforms helps organizations save time and money that would have otherwise been spent on managing customer relations manually or storing information separately on different platforms.

Benefits of Integration of Microsoft Dynamics CRM and

There are several benefits associated with the integration of Microsoft Dynamics CRM and Some of them include:

  • Enhanced customer service

Integration of Microsoft Dynamics CRM and enhances customer service through ease of access to information about the customer as well as about the data generated by the organization, especially when dealing with multiple channels such as phone calls, email messages, chat rooms etc. This results in fast respution of client queries or issues which leads to customer satisfaction.

  • Improved business processes

Integration of these two platforms improves business processes by streamlining business workflows at a much faster pace than before due to enhanced efficiency facilitated by shared access to information. This leads to better management of inventories, timely delivery of products or services owing to accurate records of inventory levels as well as faster response to client queries or issues. In addition, integration allows for easy automation of certain business processes such as payrpl processing due to availability of information about employees which is stored on the platform.

  • Cost savings

Integration of these two platforms results in cost savings on administration costs due to fewer personnel required to handle administrative work. This is because integration increases efficiency of business processes through automation resulting in reduced expenses on manual labor for carrying out tasks such as document handling, payrpl processing etc. These cost savings are then passed on to consumers who benefit greatly from lower prices of goods or services offered by the organization due to improved efficiency of business processes carried out by the organization after integration of these platforms.

Based on the above discussion, it can be concluded that there are several benefits associated with integration of both these platforms within organizations. Integration enables organizations to carry out efficient business processes while saving on administrative costs due to automation leading to high levels of efficiency on part of employees within an organization. It also facilitates efficient handling of client queries or issues due to easy retrieval of information on demand at any time convenient for people invpved in handling client queries or making decisions about products or services for customers. This results in enhanced customer service which improves the perception customers have about organizations that integrate these two platforms into their business operations resulting in increased sales for organizations that adopt this platform for their operations.

The process to integrate Microsoft Dynamics CRM and 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm