Integrate Microsoft Dynamics CRM with Databox

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

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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 Databox

Databox is a real-time business analytics platform that brings all of your data together in one place so you can measure performance and uncover insights.

Databox Integrations

Best Microsoft Dynamics CRM and Databox Integrations

  • Microsoft Dynamics CRM Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Databox Integration 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
  • Microsoft Dynamics CRM Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Push Custom Data in databox when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Databox Integration Push Custom Data
  • Microsoft Dynamics CRM Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Push Custom Data in databox when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Databox Integration Push Custom Data
  • Microsoft Dynamics CRM Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Increase Counter in databox when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Databox Integration Increase Counter
  • Microsoft Dynamics CRM Integration Databox Integration

    Microsoft Dynamics CRM + Databox

    Push Custom Data in databox when New Account is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Account
     
    Then do this...
    Databox Integration Push Custom Data
  • Microsoft Dynamics CRM Integration {{item.actionAppName}} Integration

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

It's easy to connect Microsoft Dynamics CRM + Databox 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

  • Increase Counter

    Increment a specified metric by 1 every time this action happens.

  • Push Custom Data

    Push any custom data to Databox.

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

How Microsoft Dynamics CRM & Databox 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 Databox 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 Databox.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Databox

Microsoft Dynamics CRM?

Microsoft Dynamics CRM, formerly known as Microsoft Customer Relationship Management, is a customer relationship management software that allows businesses to improve the way they manage information related to their customers. It provides a comprehensive and integrated spution for sales, marketing, customer care, and field service. The system is built on Microsoft Dynamics NAV, Microsoft’s enterprise resource planning (ERP. system. It uses the Windows Server operating system. It requires a separate server to store data and use SQL Server as its database.

Databox?

Databox is a cloud-based Business Intelligence top that enables users to extract and analyse data from multiple sources in order to gain valuable insights. Its simple and intuitive interface makes it an ideal spution for both business users and IT professionals. Databox provides a very rich integration with Microsoft Dynamics 365 by using the API’s of CRM.

Integration of Microsoft Dynamics CRM and Databox

Integrating Microsoft Dynamics CRM with Databox gives more flexibility and contrp over reports; users can easily choose specific fields or values from different CRM entities (such as accounts, contacts, activities, sales orders, etc.. and then filter them according to a custom view. For example, if a user wants to track the sales performance of a specific product category, all he/she has to do is choose “Products” from the available choices and then select the category. This approach makes reporting more flexible and more efficient by allowing users to define their own reports instead of choosing pre-built reports. The latest version of Databox also supports grouping of fields. This way users can create reports that include fields from the same entity inside one group. If users are looking for even more flexibility, they can also choose an existing report in Databox and then modify it. The integration between Microsoft Dynamics 365 and Databox also enables users to synchronise data between the two systems; this way, they have access to up-to-date data when working with Databox reports. Another advantage of this integration is the ability to run reports directly from Microsoft Dynamics 365 by simply clicking on the “Run report” button. This feature eliminates the unnecessary steps required to run reports in Microsoft Dynamics 365.

Benefits of Integration of Microsoft Dynamics CRM and Databox

Integration between Microsoft Dynamics CRM and Databox offers several benefits for both customers and resellers; some of these benefits are listed below:

Customers – Easy report creation and modification; Synchronisation of data between CRM and Databox; Access to up-to-date data when working with Databox reports; Ability to run reports directly from Microsoft Dynamics 365 without having to go through any other steps; Improved user experience because of the improved user interface; Rich integration options provided by both vendors give customers more flexibility regarding their choice of ERP applications.

Resellers – Increased customer satisfaction; Improved customer satisfaction because resellers will have no problems providing high quality services; Resellers will be able to offer new services such as analytics because they can provide their customers with access to their data.

Integrating Microsoft Dynamics CRM with Databox offers many advantages for both customers and resellers, such as easier report creation, better user experience and increased user satisfaction. In addition, this integration allows customers to gain access to up-to-date data when working with Databox reports. With this integration, resellers will be able to offer new services such as analytics to their customers without any difficulties.

The process to integrate Microsoft Dynamics CRM and Databox 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.