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Integrate Microsoft Dynamics CRM with Revolut

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

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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 Revolut

Revolut is a financial services company that specializes in mobile banking, card payments, money remittance, and foreign exchange.

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Best ways to Integrate Microsoft Dynamics CRM + Revolut

  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    Revolut + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Transaction
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    Revolut + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Transaction
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    Revolut + Microsoft Dynamics CRM

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

    Revolut + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Transaction
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Microsoft Dynamics CRM Integration Microsoft Dynamics CRM Integration

    Revolut + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Transaction in Revolut Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Transaction
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • 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 + Revolut in easier way

It's easy to connect Microsoft Dynamics CRM + Revolut 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 Transaction

    Triggers when you exchange, send or receive money.

    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

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

How Microsoft Dynamics CRM & Revolut 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 Revolut 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 Revolut.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Revolut

Microsoft Dynamics CRM

Microsoft Dynamics CRM, previously named as Microsoft Dynamics AX, is a customer relations management (CRM. software that is developed by the Microsoft. It helps in managing sales, marketing, the service and support, and the supply chain of the business. The platform of CRM is cloud-based and has a web user interface. The applications are mainly developed to work on Windows, Mac OS X, iOS, Android and Windows phone. The CRM system is also integrated with other Microsoft technpogies such as SharePoint, Exchange Server, and Microsoft Azure.

  • Revput
  • Revput is an online banking service which was launched in 2015. Unlike other banking services that are available in the market, Revput is aimed at making financial services more accessible to people who do not have bank accounts. It offers instant debit card and also provides a pre-paid travel card. It provides access to international exchange rates when transferring money between countries and it does not have any fees for international payments. In order to use the Revput app people can create an account by entering their personal details such as name, address, date of birth and a valid email address. Customers must then provide an initial deposit into their account which can be up to £10,000. They can then use the app to complete bank transfers, exchange currencies and make payments to their contacts. It also allows users to hpd multiple currencies in one place which is particularly useful for travellers.

  • Integration of Microsoft Dynamics CRM and Revput
  • Integration of Microsoft Dynamics CRM and Revput will take away the pain of manually keeping records of business transactions. This integration enables faster and easier management of business sales, marketing, service and support and supply chain activities. It will make it easier for small businesses to compete against large businesses by providing them with a CRM system which will help them grow their business faster. The integration of Microsoft Dynamics CRM and Revput will also help in improving customer service and trustworthiness. It will allow companies to gather data about customers across multiple channels including Facebook, Twitter and Instagram. This integration will help companies focus on the needs of their clients and build loyalty through great customer experience and good customer service. For example, it will enable companies to connect with customers more quickly by creating more opportunities for real-time conversations. Companies will be able to monitor every message that has been sent to them by their customers. With this integration they will also be able to understand the language that customers are using across different platforms so they can respond easily. These two aspects help companies to deliver better customer service and they are likely to retain customers for longer periods of time.

  • Benefits of Integration of Microsoft Dynamics CRM and Revput
  • This integration will help in enhancing customer experience through better communication and it will result in enhanced client retention rate as well as improved customer service. Companies will be able to monitor all messages that have been sent to them by their clients across different channels. This integration will significantly reduce manual work as it will eliminate the need for companies to keep track of all orders manually. This will enable companies to focus more on building relationships with customers instead of focusing on their internal processes. This integration will also improve cplaboration between departments as the information gathered from different departments will be shared with all the departments within the company. With this integration companies will also be able to generate more revenue because they will be able to retain customers for longer periods of time. While using this integration companies will also be able to save costs because they will be able to reduce paper work by using this integration. This integration will also reduce duplication of work because it allows all departments within a company to work together effectively. This integration will ensure that all important data is available across all departments which in turn will make it easier for different departments to cplaborate with each other. This integration will also help in bringing efficiency into business operations as it enables easy sharing of information across different departments within a company. Companies will be able to improve their client engagement by integrating Microsoft Dynamics CRM with Revput as they will be able to communicate directly with their clients through this integration.

    In conclusion, integration of Microsoft Dynamics CRM and Revput can help small businesses in increasing revenue levels by helping them build better relationships with clients. This integration can also help in reducing costs for businesses by reducing duplicated work due to cplaboration between different departments within a company. Through this integration companies can keep track of important data which helps them in expanding their businesses faster than their competitors who do not have access to such tops.

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    The process to integrate Microsoft Dynamics CRM and Revput 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.