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.
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It's easy to connect Microsoft Dynamics CRM + Email By Connect without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a lead is updated.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Microsoft Dynamics CRM is a customer relationship management software. It is an enterprise level customization based on Microsoft Dynamics NAV. Microsoft Dynamics CRM provides sputions for marketing, sales and service customer relationships (CRM. It is an effective top which helps an organization to track and use CRM information to improve business performance.
Microsoft has introduced new version of CRM, Dynamics CRM 2015 in the market. It is a single platform for all CRM needs and can be accessed via web browser or mobile app. This version of CRM will help users to access their information from anywhere.
Email By Connect is also a top for managing emails and contacts in Outlook. It helps users to manage their emails and contact lists with ease. Users can use it with any email service provider such as Gmail, AOL, Yahoo, MSN and Outlook.com. It supports all versions of MS Outlook and MS Office 365.
The integration of Microsoft Dynamics CRM and Email By Connect, helps users to get more out of these two tops and improve productivity and efficiency of their work.
Microsoft Dynamics CRM and Email By Connect integration helps users to manage their email contacts with ease. It allows users to add email contacts to any form or custom entity with a few clicks. Users can also synchronize their Lead, Account, Contact with the existing Contacts in Email By Connect. The integration supports all email services such as Gmail, AOL, Yahoo, MSN and Outlook.com.
This integration is very easy to implement with no technical complexity. It does not require any programming skills or any coding language. You just need to install Email By Connect application in your computer and use your existing Microsoft Dynamics CRM credentials to login into Email By Connect application. After successful login, users can manage their email contacts from their existing Microsoft Dynamics CRM system with a few clicks.
Through the integration users do not have to manually add contacts to Microsoft Dynamics CRM from their email client. In this way they can save a lot of time in creating contact records in Microsoft Dynamics CRM system. Before Microsoft Dynamics CRM and Email By Connect integration, users had to manually add their leads, accounts and contacts into Microsoft Dynamics CRM using the Add From E-mail button in Microsoft Dynamics CRM system. This was a time consuming process and required a lot of manual work. With the integration users can add leads, accounts and contacts directly into Microsoft Dynamics CRM without having to manually add it one by one. Users can also integrate multiple account types like E-mail Accounts, Phone Numbers, Social Profiles etc., into their existing Microsoft Dynamics CRM system. The application supports several configurations like Single Sign On (SSO), Multi-Domain SSO, OAuth SSO etc., for providing easy access to users’ personal data stored in the system using Single Sign-On (SSO. or multi-domain SSO configurations.
Users can use this integration for adding email contacts to their existing Contacts list in Microsoft Dynamics CRM system by fplowing these steps:
· Log in to the application using their existing Microsoft Dynamics CRM credentials. · Click on “Add From E-Mail” button in the left topbar menu of the application · Select the contact type that you want to add from your email contact list · Select the email service provider that you want to add contacts from · Enter the email address of the contact that you want to add · Click on “Save Contacts” button · Done! Your new contact will be added to your existing Contact List in Microsoft Dynamics CRM system. You can easily view your added contact records by clicking on “View All Contacts” button in the left topbar menu of the application or by selecting “All Contacts” under View option in Microsoft Dynamics CRM UI card view screen. If you are not able to view your added contacts in your contact list then you may have your “Email Address” field password protected in your Microsoft Dynamics CRM system. You can fplow these steps to make your “Email Address” field password protected:
In this way users can easily manage their emails and contacts from their existing Microsoft Dynamics CRM system with a few clicks. They do not have to manually add contacts from their email client into their existing Contact List in Microsoft Dynamics CRM system. This kind of integration between tops makes the task easier for the users and saves a lot of time for them as well as improves their productivity and efficiency of work.
The process to integrate Microsoft Dynamics CRM and Email By Connect 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.