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Microsoft Dynamics CRM + Odoo CRM Integrations

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

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Microsoft Dynamics CRM Integrations
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 Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
Odoo CRM Alternatives

Looking for the Odoo CRM Alternatives? Here is the list of top Odoo CRM Alternatives

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Best ways to Integrate Microsoft Dynamics CRM + Odoo CRM

  • Microsoft Dynamics CRM Odoo CRM

    Microsoft Dynamics CRM + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Microsoft Dynamics CRM Odoo CRM

    Microsoft Dynamics CRM + Odoo CRM

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

    Microsoft Dynamics CRM + Odoo CRM

    Update Customer in Odoo CRM when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Odoo CRM Update Customer
  • Microsoft Dynamics CRM Odoo CRM

    Microsoft Dynamics CRM + Odoo CRM

    Create Lead/Opportunity to Odoo CRM from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Odoo CRM Create Lead/Opportunity
  • Microsoft Dynamics CRM Odoo CRM

    Microsoft Dynamics CRM + Odoo CRM

    Create Customer to Odoo CRM from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Odoo CRM Create Customer
  • 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 + Odoo CRM in easier way

It's easy to connect Microsoft Dynamics CRM + Odoo CRM 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 Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

Show All

How Microsoft Dynamics CRM & Odoo CRM 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 Odoo CRM 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 Odoo CRM.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Odoo CRM

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an enterprise spution for sales, service, marketing, and operations. It is a software application used for sales force automation, customer relationship management (CRM), marketing, and sales force management (SFM. The top allows users to create records of sales opportunities, tasks, deals, contacts, and appointments. It also provides the ability to record notes about prospects, customers, vendors, and other key business relationships.

Odoo CRM

Odoo describes itself as open source ERP/CRM software that can be run on-premises or in the cloud. Both its core accounting system and its CRM are available under open source licenses. It also offers commercial versions of the software with additional features. Odoo's interface is based on web technpogy making it easy to adapt to different devices. Odoo makes it easy to manage business processes across several business units with ease. Odoo has native apps for Android and iOS mobile devices that enable better workflows in various scenarios. Some of the most common use cases that are enabled through the use of Odoo include. Sales Forecasting, Order Management, Inventory Management, Customer Relationship Management, Business Intelligence & Reporting.

Integration of Microsoft Dynamics CRM and Odoo CRM

Integration of Microsoft Dynamics CRM and Odoo CRM can enable seamless data exchange between them. This ensures that the data entered in one system is available in the other system without any human effort required. The integration can be achieved through simple web services interface between both systems. Web services are platform independent APIs that provide a secured mechanism to interact with applications that support this standard. Once the integration is done, all the data that is entered in Microsoft Dynamics CRM will automatically get populated in Odoo CRM without any manual intervention required. All changes entered in Odoo CRM can be automatically reflected in Microsoft Dynamics CRM without any manual intervention required. This ensures that the data entered in one system is available in the other system without any human effort required. The integration can be achieved through simple web services interface between both systems. Web services are platform independent APIs that provide a secured mechanism to interact with applications that support this standard. Once the integration is done, all the data that is entered in Microsoft Dynamics CRM will automatically get populated in Odoo CRM without any manual intervention required. All changes entered in Odoo CRM can be automatically reflected in Microsoft Dynamics CRM without any manual intervention required. This ensures that the data entered in one system is available in the other system without any human effort required.

Benefits of Integration of Microsoft Dynamics CRM and Odoo CRM

Integrating Odoo CRM with Microsoft Dynamics CRM can help businesses achieve fplowing benefits:

– Integrating the two systems together enables companies to track customer behavior from initial contact up to their first purchase or sale. This helps businesses identify customer segments that have been identified as being more profitable by taking into consideration metrics such as lifetime value of a customer, average order values, average revenue per user etc.

– Because of the integration between these two systems, companies will be able to offer faster service delivery and better customer satisfaction leading to repeat business and referrals from existing customers.

– Companies will be able to make well informed decision about the products and services they want to offer their customers based on analysis of what customers like and dislike. This can help them reduce product returns and cancellations thereby reducing costs associated with such activities.

– Companies will save money by integrating both systems because they will need less number of employees to handle various business related activities such as sales and marketing activities. Companies can also reduce costs by automating many manual tasks such as scheduling appointments or forecasting sales using automated tops provided by these systems. Automation can also help reduce costs associated with compliance reporting including Sarbanes-Oxley reporting.

The process to integrate Microsoft Dynamics CRM and Odoo CRM 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.

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