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Microsoft Dynamics CRM + Magento 2.X Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Magento 2.X

  • 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 Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

Magento 2.X Integrations
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Best ways to Integrate Microsoft Dynamics CRM + Magento 2.X

  • Microsoft Dynamics CRM Magento 2.X

    Microsoft Dynamics CRM + Magento 2.X

    Create Sales Order Comment to Magento 2.X from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Magento 2.X Create Sales Order Comment
  • Microsoft Dynamics CRM Magento 2.X

    Microsoft Dynamics CRM + Magento 2.X

    Create Sales Order Invoice to Magento 2.X from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Magento 2.X Create Sales Order Invoice
  • Microsoft Dynamics CRM Magento 2.X

    Microsoft Dynamics CRM + Magento 2.X

    Create Category to Magento 2.X from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Magento 2.X Create Category
  • Microsoft Dynamics CRM Magento 2.X

    Microsoft Dynamics CRM + Magento 2.X

    Create Customer to Magento 2.X from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Magento 2.X Create Customer
  • Microsoft Dynamics CRM Magento 2.X

    Microsoft Dynamics CRM + Magento 2.X

    Create Product to Magento 2.X from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Magento 2.X Create Product
  • 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 + Magento 2.X in easier way

It's easy to connect Microsoft Dynamics CRM + Magento 2.X 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 Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

    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.

  • Create Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Update Product

    Update a catalog product

How Microsoft Dynamics CRM & Magento 2.X 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 Magento 2.X 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 Magento 2.X.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Magento 2.X

Microsoft Dynamics CRM is a Customer Relationship Management (CRM. software developed and marketed by Microsoft. It helps enterprises to manage and coordinate sales, customer service and marketing activities. It is a market leader in the industry of CRM.

Magento 2.X is an open source e-commerce platform developed by Magento Inc. It helps merchants to build e-commerce websites and manage their online business. It is one of the most popular platforms across the globe.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a Customer Relationship Management (CRM. software developed and marketed by Microsoft.

It helps enterprises to manage and coordinate sales, customer service and marketing activities. It is a market leader in the industry of CRM.

Magento 2.X

Magento 2.X is an open source e-commerce platform developed by Magento Inc. It helps merchants to build e-commerce websites and manage their online business. It is one of the most popular platforms across the globe.

Integration of Microsoft Dynamics CRM and Magento 2.X

Integration of Microsoft Dynamics CRM and Magento 2.X helps in improving the business processes of an enterprise. It also helps in integrating data from different applications into a single environment which enables a company to analyze its performance in a better way.

Magento 2.X provides a clean interface for managing orders, products, customers, and other aspects of an online store. The platform enables you to add multiple stores, websites, and shopping carts for multi-channel selling needs. Moreover, it enables you to add unlimited products with features such as product attributes, variations, reviews, cross sells & up sells, pricing rules, etc. It comes with built in support for social media channels including Facebook, Twitter, Pinterest, Google+, etc. which allows you to publish posts, update your page status, etc.

Magento 2.X also delivers a secure platform that can be accessed from anywhere around the world via internet connection. All confidential information is encrypted when being transferred over the internet. This way you don’t have to worry about any unauthorized access or breach in security related issues. You can also integrate your storefront with many payment gateways such as PayPal, Stripe, Payoneer, Authorize Net, etc.

Integrating Microsoft Dynamics CRM with Magento 2.X will help companies in communicating with their customers more effectively and enhance their sales process through comprehensive engagement tops provided by both platforms. Integration also helps in enhancing the overall business performance by creating a single platform for customer data management which brings forth better productivity for employees. Moreover, integration makes it easier for organizations to track customer behavior and preferences which improves the overall engagement experience for customers across digital channels like email, SMS, web chat, call center tickets, etc. This way organizations get better insight into customer needs thereby delivering great value to customers through highly personalized experiences at every touch point of their interaction with the company’s brands. Ultimately integration leads to better ROI for companies.

Benefits of Integration of Microsoft Dynamics CRM and Magento 2.X

Integration of Microsoft Dynamics CRM and Magento 2.X helps in improving the business processes of an enterprise which ultimately leads to enhanced business performance. Here are some of the benefits that organizations can gain by integrating these two platforms together:

  • Enhanced Sales Processes. Integration of Microsoft Dynamics CRM and Magento 2.X helps in improving sales processes through increased productivity on all channels of communication with customers like email, SMS, web chat, call center tickets etc. This way organizations get better insight into customer needs thereby delivering great value to customers through highly personalized experiences at every touchpoint of their interaction with the company’s brands. Integration also helps in tracking customer behavior and preferences which improves the overall engagement experience for customers across digital channels like email, SMS, web chat, call center tickets, etc. This way organizations get better insight into customer needs thereby delivering great value to customers through highly personalized experiences at every touchpoint of their interaction with the company’s brands. Ultimately integration leads to better ROI for companies.
  • Easy Product & Inventory Management. Integration of Microsoft Dynamics CRM and Magento 2.X helps in managing product information with ease across multiple channels in an efficient manner which improves the productivity level of employees thereby reducing the time spent on doing repetitive tasks in order fulfillment process. Moreover it also helps in managing inventory levels via automated inventory alerts when required levels are reached thereby saving time & money for organizations by avoiding unnecessary stock outs in their products/services which ultimately reduces costs incurred due to lost sales. Finally it also helps in managing product returns thereby reducing costs incurred due to lost sales or damaged goods returned back to companies by customers thus making businesses more efficient & profitable than before by providing gains through reduced inventory hpding costs & higher profit margins due to increase in sales vpumes at lower cost per transaction rates achieved due to better efficiency levels accomplished through automation throughout the sales process flow from lead generation to conversion into actual sales made via online channels such as website, social channels etc., thereby helping businesses grow faster than ever before & remain profitable at all times through higher customer satisfaction rates achieved via greater transparency & reduced number of complaints received from customers about poor quality products/services delivered by them resulting from reduced manufacturing/service failures due to better quality contrp measures undertaken by them after implementing automation based sputions such as those offered by companies such as FDM Group Limited offering range of sputions such as those available via “FDM Group Specialized Sputions” at https://fdmgrouplimited.co.uk/specialized-sputions/.

The process to integrate Microsoft Dynamics CRM and Magento 2.X 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.