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Integrate Microsoft Dynamics CRM with Odoo ERP Self Hosted

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

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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 Odoo ERP Self Hosted

Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.

Odoo ERP Self Hosted Integrations

Best ways to Integrate Microsoft Dynamics CRM + Odoo ERP Self Hosted

  • Microsoft Dynamics CRM Integration Odoo ERP Self Hosted Integration

    Microsoft Dynamics CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Note
  • Microsoft Dynamics CRM Integration Odoo ERP Self Hosted Integration

    Microsoft Dynamics CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Project Task
  • Microsoft Dynamics CRM Integration Odoo ERP Self Hosted Integration

    Microsoft Dynamics CRM + Odoo ERP Self Hosted

    Create Blog Post to Odoo ERP Self Hosted from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Blog Post
  • Microsoft Dynamics CRM Integration Odoo ERP Self Hosted Integration

    Microsoft Dynamics CRM + Odoo ERP Self Hosted

    Create Note to Odoo ERP Self Hosted from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Note
  • Microsoft Dynamics CRM Integration Odoo ERP Self Hosted Integration

    Microsoft Dynamics CRM + Odoo ERP Self Hosted

    Create Project Task to Odoo ERP Self Hosted from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Odoo ERP Self Hosted Integration Create Project 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 + Odoo ERP Self Hosted in easier way

It's easy to connect Microsoft Dynamics CRM + Odoo ERP Self Hosted 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 Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New Ticket

    Triggers when you add a new ticket.You need to install the helpdesk module.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

    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 Blog Post

    Create a blog post

  • Create Note

    Create a new Note.

  • Create Project Task

    Create a new Project Task.

  • Update Ticket

    Update a existing Ticket

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

How Microsoft Dynamics CRM & Odoo ERP Self Hosted 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 ERP Self Hosted 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 ERP Self Hosted.

    (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 ERP Self Hosted

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an integrated business software for sales, marketing and customer service. It helps you cplect and analyze essential data, deliver more personalized customer experience, stay in touch with your customers, and increase revenue.

It is the fastest growing customer relationship management software in the world, built by over 1000 partners. Over 100,000 businesses use it to deliver amazing customer experiences across 80 countries.

Odoo ERP Self Hosted

Odoo is a complete suite of open source business applications that help you run your business. It offers all the features of enterprise resource planning (ERP), professional services automation (PSA), e-commerce, human resources management (HRM), inventory management, point of sale (POS), field service, mobile applications, project management, document management, accounting, time tracking, and many others.

Odoo is used by tens of thousands of businesses in more than 150 countries. Some of its most famous users are NASA, Kickstarter, Hermes logistics, L’Oréal, Amnesty International …

Integration of Microsoft Dynamics CRM and Odoo ERP Self Hosted

The integration between Microsoft Dynamics CRM and Odoo ERP Self Hosted improves the performance of companies in every step of the customer life cycle. For example, Microsoft Dynamics CRM can be used to manage customer data and improve sales while Odoo ERP Self Hosted can be used to order materials for sales and warehouse staff.

This integration will allow each system to exchange data with one another through web services or email notifications. This will enable an organization to develop a set of customized reports based on real-time data across the organization’s various departments. These reports will be used for planning purposes and planning future actions throughout the entire organization.

Benefits of Integration of Microsoft Dynamics CRM and Odoo ERP Self Hosted

Real-time data across the organization’s various departments. Data from Odoo ERP Self Hosted can be imported into Microsoft Dynamics CRM using web services or email notifications. This will enable an organization to develop a set of customized reports based on real-time data across the organization’s various departments. These reports will be used for planning purposes and planning future actions throughout the entire organization.

Data from Odoo ERP Self Hosted can be imported into Microsoft Dynamics CRM using web services or email notifications. This will enable an organization to develop a set of customized reports based on real-time data across the organization’s various departments. These reports will be used for planning purposes and planning future actions throughout the entire organization. Improved customer experience. The integration between these ERP systems facilitates an organization to improve customer experience by automating business processes such as order processing, inventory management, batch production scheduling, capacity planning , etc.. . This way an organization can provide better product quality and improved customer services. Also it allows employees to focus on their core tasks instead of spending a lot of time on repetitive business processes. So they can focus on their real strengths and work on important projects that generate higher revenues for the company. It also reduces costs as the company only pays for one license for both systems instead of two separate licenses.

The integration between these ERP systems facilitates an organization to improve customer experience by automating business processes such as order processing, inventory management, batch production scheduling, capacity planning , etc.. . This way an organization can provide better product quality and improved customer services. Also it allows employees to focus on their core tasks instead of spending a lot of time on repetitive business processes. So they can focus on their real strengths and work on important projects that generate higher revenues for the company. It also reduces costs as the company only pays for one license for both systems instead of two separate licenses. Improved efficiency and reduced costs . As there is a single user interface which allows employees to access both systems at once, it becomes easier for them to perform different tasks which would otherwise require multiple interfaces and switching back and forth between them. This greatly increases efficiency as it reduces the amount of time spent on performing these repetitive tasks and eliminates any sort of human error due to manual input. Also as fewer interfaces are required the infrastructure cost is reduced significantly as there will be less hardware and software required especially if both systems were purchased separately rather than as a bundle like Odoo ERP Self Hosted and Microsoft Dynamics CRM . It also reduces licensing costs as one license has to be purchased for both systems instead of two separate licenses for each system separately.

As there is a single user interface which allows employees to access both systems at once, it becomes easier for them to perform different tasks which would otherwise require multiple interfaces and switching back and forth between them. This greatly increases efficiency as it reduces the amount of time spent on performing these repetitive tasks and eliminates any sort of human error due to manual input. Also as fewer interfaces are required the infrastructure cost is reduced significantly as there will be less hardware and software required especially if both systems were purchased separately rather than as a bundle like Odoo ERP Self Hosted and Microsoft Dynamics CRM . It also reduces licensing costs as one license has to be purchased for both systems instead of two separate licenses for each system separately. Better visibility into the operations . The integration between these systems provides more visibility into operations around the world since operations can now be monitored centrally from one central dashboard that includes charts & graphs that show the status of operations in different departments across the world rather than looking at different dashboards for each department separately which can cause confusion when trying to determine what does what. Also with the latest version of Odoo ERP Self Hosted , custom dashboards can be created according to specific needs which helps make visibility into operations even better.

The integration between these systems provides more visibility into operations around the world since operations can now be monitored centrally from one central dashboard that includes charts & graphs that show the status of operations in different departments across the world rather than looking at different dashboards for each department separately which can cause confusion when trying to determine what does what. Also with the latest version of Odoo ERP Self Hosted , custom dashboards can be created according to specific needs which helps make visibility into operations even better. Improved team cplaboration . Since Microsoft Dynamics CRM offers support for social features such as social groups, teams, wikis etc… . Employees can now work together on documents or projects in real time without having to waste time trying to communicate with each other through emails or phone calls since everything is stored in one place that everyone has access to at all times like Odoo ERP Self Hosted . This makes team cplaboration more efficient as well as reducing overtime payment more efficiently since employees do not need to waste time talking with each other via phone or emails; they can just discuss whatever needs to be discussed online whenever they feel like it without having to wait for someone else to come up with an answer which saves time overall since employees can now work more efficiently without having to wait for answers by phone or emails. Also this makes it easier for employees who work remotely since they do not have to go back to their office just because they need something that someone else has or want to discuss something with someone else; they just log onto whichever system they need whether it is Odoo ERP Self Hosted or Microsoft Dynamics CRM . Also this eliminates any risk associated with misplacing files since everything is stored in one place which means there is no risk of losing important documents or files anymore since everything is stored in one centralized location which makes it easier for employees who work remotely since they no longer need to go back to their office just because they need something that someone else has or want to discuss something with someone else; they just log onto whichever system they need whether it is Odoo ERP Self Hosted or Microsoft Dynamics CRM . Also this eliminates any risk associated with misplacing files since everything is stored in one place which means there is no risk of losing important documents or files anymore since everything is stored in one centralized location which makes it easier for employees who work remotely since they no longer need to go back to their office just because they need something that someone else has or want to discuss something with someone else; they just log onto whichever system they need whether it is Odoo ERP Self Hosted or Microsoft Dynamics CRM . Also this eliminates any risk associated with misplacing files since everything is stored in one place which means there is no risk of losing important documents or files anymore since everything is stored in one centralized location which makes it easier for employees who work remotely since they no longer need to go back to their office just because they need something that someone else has or want to discuss something with someone else; they just log onto whichever system they need whether it is Od

The process to integrate Microsoft Dynamics CRM and Odoo ERP Self Hosted 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.