Integrate Microsoft Dynamics CRM with Expensify

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

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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 Expensify

Expensify is a simple expense tracking app that automatically captures your receipts and organizes them into usable data – so you can stop wasting time doing paperwork and focus on what really matters.

Expensify Integrations

Best Microsoft Dynamics CRM and Expensify Integrations

  • Microsoft Dynamics CRM Integration Expensify Integration

    Microsoft Dynamics CRM + Expensify

    Export Report to PDF in Expensify when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Microsoft Dynamics CRM Integration Expensify Integration

    Microsoft Dynamics CRM + Expensify

    Create Expense Report to Expensify from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Expensify Integration Create Expense Report
  • Microsoft Dynamics CRM Integration Expensify Integration

    Microsoft Dynamics CRM + Expensify

    Create Single Expense to Expensify from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Expensify Integration Create Single Expense
  • Microsoft Dynamics CRM Integration Expensify Integration

    Microsoft Dynamics CRM + Expensify

    Export Report to PDF in Expensify when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Expensify Integration Export Report to PDF
  • Microsoft Dynamics CRM Integration Expensify Integration

    Microsoft Dynamics CRM + Expensify

    Create Expense Report to Expensify from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Expensify Integration Create Expense Report
  • 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 + Expensify in easier way

It's easy to connect Microsoft Dynamics CRM + Expensify 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

  • Create Expense Report

    Only for Expensify Premium users! Creates a new expense report.

  • Create Single Expense

    Creates a single expense item

  • Export Report to PDF

    Given a Report ID (from a trigger), export that report to a PDF document

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

How Microsoft Dynamics CRM & Expensify 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 Expensify 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 Expensify.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Expensify

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software which helps companies to focus on their customers and employees needs by providing sputions for marketing, sales, customer service, and human resources. It is flexible and can be customized according to specific needs of organizations. In addition, it provides support for custom applications and integration with external systems, thus improving business processes.

Expensify

Expensify is a free expense management app which allows users to submit expenses via mobile or desktop apps. It also allows users to track their expenses using Excel spreadsheets or email. Expensify also makes it easy to share expenses with a few clicks, and employees can add notes while submitting expenses.

Integration of Microsoft Dynamics CRM and Expensify

Microsoft Dynamics CRM and Expensify integration can be done by using an app developed by AppHarbor called Expensify for Microsoft Dynamics CRM. This app allows the user to log expenses in Microsoft Dynamics CRM using Expensify’s web-based interface. This app is available on the AppHarbor marketplace for free.

Benefits of Integration of Microsoft Dynamics CRM and Expensify

Users can take advantage of the fplowing benefits after integrating Microsoft Dynamics CRM and Expensify:

Users have access to expense reports from Microsoft Dynamics CRM, which helps them to analyze the expenses and make informed decisions.

Employees can submit their expenses directly from Microsoft Dynamics CRM and get quick approvals from managers.

Employees can track their expenses easily using Microsoft Dynamics CRM and view it in a report format.

In conclusion, integration of Microsoft Dynamics CRM and Expensify can help organizations in many ways. Organizations can benefit from better expense reporting, easier expense tracking, streamlined business processes, improved employee morale, etc.

The process to integrate Microsoft Dynamics CRM and Expensify 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.