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.
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
Microsoft Dynamics CRM + ExpensifyExport Report to PDF in Expensify when New Contact is created in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ExpensifyCreate Expense Report to Expensify from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ExpensifyCreate Single Expense to Expensify from New Contact in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ExpensifyExport Report to PDF in Expensify when New Lead is created in Microsoft Dynamics CRM Read More...
Microsoft Dynamics CRM + ExpensifyCreate Expense Report to Expensify from New Lead in Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + Expensify 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 new task 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.
Updates an existing case.
Updates an existing task
Only for Expensify Premium users! Creates a new expense report.
Creates a single expense item
Given a Report ID (from a trigger), export that report to a PDF document
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 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.
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.
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.