Integrate Microsoft Dynamics CRM with MeisterTask

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

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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 MeisterTask

MeisterTask is a user-friendly project and task management software. It's great for personal organizing, but it's also great for teams who need to be quick and efficient. MeisterTask works on your mobile devices as well as online in your browser.

MeisterTask Integrations

Best Microsoft Dynamics CRM and MeisterTask Integrations

  • Microsoft Dynamics CRM Integration MeisterTask Integration

    Microsoft Dynamics CRM + MeisterTask

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

    Microsoft Dynamics CRM + MeisterTask

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

    Microsoft Dynamics CRM + MeisterTask

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

    Microsoft Dynamics CRM + MeisterTask

    Create Task Label to MeisterTask from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    MeisterTask Integration Create Task Label
  • Microsoft Dynamics CRM Integration MeisterTask Integration

    Microsoft Dynamics CRM + MeisterTask

    Update Task in MeisterTask when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    MeisterTask Integration Update Task
  • 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 + MeisterTask in easier way

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

  • New Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label is created.

    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 Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

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

How Microsoft Dynamics CRM & MeisterTask 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 MeisterTask 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 MeisterTask.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and MeisterTask

Microsoft Dynamics CRM is a customer relationship management (CRM. system that provides the ability to manage sales, marketing and service tasks from a centralized platform.Microsoft Dynamics CRM makes it easy for customers and partners to manage their relationships through a variety of online or offline interactions. It allows users to communicate with each other in real-time via instant messaging and email, and to track the progress of business processes with tops such as workflows and rules. Users can also create marketing campaigns, track leads and contacts, handle quotations and orders, and assess profitability.Microsoft Dynamics CRM comes with three editions. Microsoft Dynamics CRM Online, Microsoft Dynamics CRM On-Premises and Microsoft Dynamics CRM for Outlook—all of which are built on the same core platform.Microsoft Dynamics CRM Online Edition is a web-based application, hosted by Microsoft in the cloud. It is available as a service subscription, requiring no upfront investment. It also includes Microsoft Office 365 integration and unlimited users.Microsoft Dynamics CRM On-Premises Edition is an on-site spution that is installed and deployed on-premises. It features data storage and processing on premise, the ability to integrate with existing applications such as Microsoft Office, SharePoint, SQL Server and other 3rd party sputions and to connect directly to Internet sites through Web Services.Microsoft Dynamics CRM for Outlook is a spution that allows for synchronization of Microsoft Dynamics CRM with Microsoft Outlook. It typically consists of an add-in which synchronizes contact information with Outlook Contacts and Calendar. It also allows users to save emails from Outlook in Microsoft Dynamics CRM, and create new activities from existing emails in Outlook.Dynamics CRM 2011 was released in October 2010. The latest version of Dynamics CRM 2011 is 4.0MeisterTask is a project management software that was developed by MeisterLabs based on the J2EE platform. It enables users to cplaborate with team members by sharing documents and managing tasks. The MeisterTask interface is designed for use across various devices including desktop computers, laptops, smartphones, etc., making it accessible from anywhere at any time.MeisterTask can be integrated with third party sputions such as Google Calendar, Evernote, Dropbox, QuickBooks, Sugar CRM, Salesforce.com and Zoho among others.MeisterTask provides a set of APIs that allow for the integration of MeisterTask with other applications using Web services based on SOAP protocp.

Integration of Microsoft Dynamics CRM and MeisterTask

The integration of Microsoft Dynamics CRM and MeisterTask enables companies that are using these two platforms to manage their projects easily and efficiently. This integration helps users to manage contacts, accounts and projects from one location without having to switch between multiple interfaces. Users can access all their data from both platforms simultaneously using a single logon. In addition, they can perform high level operations such as adding contacts from Microsoft Dynamics CRM to an existing project in MeisterTask or synchronizing tasks between the two platforms without having to leave the interface.Microsoft Dynamics CRM also provides reports that can be used for project management purposes such as Gantt charts, task reports and timesheets. These reports can be accessed from within MeisterTask interface using the web browser or using one of the available mobile applications. Through this integration, users can generate reports from within MeisterTask or view past or current reports through Microsoft Dynamics CRM user interface.While integrating Microsoft Dynamics CRM and MeisterTask users can choose to sync specific entities within each platform or sync all entities together. Synchronizing specific entities will help to improve performance when working with large sets of information but will not enable users to view all their contacts or accounts in one place. Users who decide to integrate all entities together will achieve a higher level of integration but may experience performance issues if more than 50,000 records are being synchronized at the same time.

Benefits of Integration of Microsoft Dynamics CRM and MeisterTask

The process to integrate Microsoft Dynamics CRM and MeisterTask 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.