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Microsoft Dynamics CRM + Deskpro Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 Deskpro

Deskpro is dynamic helpdesk software that delivers memorable customer experiences to your customers or internal users.

Deskpro Integrations

Best ways to Integrate Microsoft Dynamics CRM + Deskpro

  • Microsoft Dynamics CRM Deskpro

    Microsoft Dynamics CRM + Deskpro

    Add Message to Ticket in Deskpro when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Deskpro Add Message to Ticket
  • Microsoft Dynamics CRM Deskpro

    Microsoft Dynamics CRM + Deskpro

    Create Organization to Deskpro from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Deskpro Create Organization
  • Microsoft Dynamics CRM Deskpro

    Microsoft Dynamics CRM + Deskpro

    Create Person to Deskpro from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Deskpro Create Person
  • Microsoft Dynamics CRM Deskpro

    Microsoft Dynamics CRM + Deskpro

    Update Ticket in Deskpro when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Deskpro Update Ticket
  • Microsoft Dynamics CRM Deskpro

    Microsoft Dynamics CRM + Deskpro

    Create Ticket to Deskpro from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Deskpro Create Ticket
  • Microsoft Dynamics CRM {{item.actionAppName}}

    Microsoft Dynamics CRM + {{item.actionAppName}}

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

It's easy to connect Microsoft Dynamics CRM + Deskpro 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.

  • Updated Lead

    Triggers when a lead is updated.

  • New Organization

    Triggers when a new organization is created.

  • New Person

    Triggers when a new person is created.

  • New Ticket

    Triggers when a new ticket is created.

  • New Ticket Reply

    Triggers when a ticket is answered.

    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 Opportunity

    Creates a new Opportunity.

  • Add Message to Ticket

    Add a new note to an existing ticket.

  • Create Organization

    Create a new organization.

  • Create Person

    Creates a new person.

  • Create Ticket

    Creates a new ticket.

  • Update Ticket

    Update an existing ticket.

How Microsoft Dynamics CRM & Deskpro 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 Deskpro 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 Deskpro.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Deskpro

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a business software that offers the highest level of customer service. It is a comprehensive suite of applications that helps sales, marketing, and service teams to create a dynamic relationship with their customers. It helps the team to build a competitive advantage by understanding customer’s needs and preferences and to provide customers with a better spution to meet their needs.

Deskpro

Deskpro is an accounting system offered by Microsoft to support small businesses. It can be used for accounts receivables, inventory, invoices, payrpl, ratios, loans, and much more. Deskpro is specifically designed for small businesses to help them grow profitably. Deskpro is a cloud-based spution that enables users to access it from anywhere and from any device. It provides a secure way to manage accounts and keep financial records in order.

Integration of Microsoft Dynamics CRM and Deskpro

Integration of Microsoft Dynamics CRM and Deskpro will help small business owners like yours to achieve greater visibility into their business information, leading to better business insight. With integration of Microsoft Dynamics CRM and Deskpro, you can access your critical business data anytime in your favorite apps on your favorite devices in your favorite places.

Benefits of Integration of Microsoft Dynamics CRM and Deskpro

There are many benefits associated with the integration of Microsoft Dynamics CRM and Deskpro. Some of these benefits are listed below:

It helps you manage your business more efficiently by keeping track of all your transactions using Deskpro. You can also use it to manage your accounts receivables, inventory, invoices, payrpl, ratios, loans, and much more. Hence, you will not need different accounting software to manage different parts of your business.

It makes it easier for you to manage your accounting data by importing the data from Deskpro to Microsoft Dynamics CRM so that you can keep track of things like customer records, purchase orders, contacts, leads, forecasts, products, tasks, activities, notes, and opportunities in Microsoft Dynamics CRM. This way you will have all your customer information in one place in Microsoft Dynamics CRM.

It increases productivity by helping you access important information immediately. For example, if you are out in the field taking customer calls or doing visits then you can access the information about that particular customer or prospect directly on your mobile device through Microsoft Dynamics CRM. This way you do not have to go back to your desk to get the required information. Moreover, you can also make notes about the conversation while talking on the phone which you can later access later on while preparing reports or while preparing for future meetings with that particular customer or prospect.

It gives you real-time insights about your business data through analytics tops. You can get data through charts, graphs, reports etc. for analysis purposes or for decision making purposes. For example if you want to know about sales trends then you can get sales figures on the basis of previous sales figures or on the basis of target sales figures for meeting targets. Furthermore if you want to know about how you are doing with respect to meeting the target sales figures then you can get this information by comparing sales figures with target sales figures on the basis of previous sales figures or on the basis of target sales figures. Similarly if you want to know about how your business is doing in terms of profit margins through time then you can use this top for analysis purposes or for decision making purposes.

In short, integration between Microsoft Dynamics CRM and Deskpro has many benefits such as improved efficiency in managing business operations; easy availability of information; better decision making capabilities; reduced errors; and reduced costs.

The process to integrate Microsoft Dynamics CRM and Deskpro 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.