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.
Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.
Microsoft Exchange IntegrationsMicrosoft Dynamics CRM + Microsoft Exchange
Create Event to Microsoft Exchange from New Contact in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Microsoft Exchange
Create Event to Microsoft Exchange from New Lead in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Microsoft Exchange
Create Event to Microsoft Exchange from New Account in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Microsoft Exchange
Create Event to Microsoft Exchange from New Case in Microsoft Dynamics CRM Read More...Microsoft Dynamics CRM + Microsoft Exchange
Create Event to Microsoft Exchange from New Invoice in Microsoft Dynamics CRM Read More...It's easy to connect Microsoft Dynamics CRM + Microsoft Exchange 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.
Calendar Event Start
New Calendar Event
New Contact
New Email
Updated Calendar Event
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Create Event
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Microsoft Dynamics CRM is an integral part of Microsoft Office suite. It is a product that unites the best business sputions of Microsoft Outlook, Microsoft Office SharePoint Server, Microsoft Business Intelligence and Microsoft Exchange Server. Microsoft Dynamics CRM is a comprehensive customer relationship management software designed to make it easy for businesses to manage their customers, leads, sales opportunities, contacts, accounts, tasks, activities and knowledge. It provides a single point of access to corporate information, which could be shared among multiple people.
Microsoft Exchange is one of the most popular electronic mail services used by many big organizations across the globe. It offers end-to-end message protection for email, instant messaging, audio, video conferencing and file exchange. With its rich set of security options, it can provide greater contrp to administrators over sensitive data and can also provide additional levels of access to authorized users. Exchange Server provides complete mailbox administration capabilities including Active Directory integration. This helps businesses to keep track of details about their employees' schedule or location.
Microsoft Dynamics CRM is a single point spution for all your business needs. It integrates all essential business applications into one single platform. Microsoft Dynamics CRM provides a unified experience for customers, partners and employees. It enables access to essential business information from any device at any time.
Integration of Microsoft Dynamics CRM with Microsoft Exchange Server not only enhances productivity but also helps you to get more out of your existing investments. It works towards creating a smoother flow of information between different applications and systems throughout the organization. It allows you to save time and money by reducing manual processes and duplicated efforts. With such integration, you get a seamless integration of critical business functions such as contact management, business process automation and marketing analysis.
The benefits of integration of Microsoft Dynamics CRM and Microsoft Exchange include:
In conclusion, I would like to say that integration of Microsoft Dynamics CRM with Microsoft Exchange Server is a must have spution for every enterprise that wants to achieve excellence in service delivery to their customers.
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