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Microsoft Dynamics CRM + Salesforce Integrations

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

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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 Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

Salesforce Integrations
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Best ways to Integrate Microsoft Dynamics CRM + Salesforce

  • Microsoft Dynamics CRM Salesforce

    Microsoft Dynamics CRM + Salesforce

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

    Microsoft Dynamics CRM + Salesforce

    Create Custom Object to Salesforce from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Salesforce Create Custom Object
  • Microsoft Dynamics CRM Salesforce

    Microsoft Dynamics CRM + Salesforce

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

    Microsoft Dynamics CRM + Salesforce

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

    Microsoft Dynamics CRM + Salesforce

    Update Custom Object in Salesforce when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Salesforce Update Custom Object
  • 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 + Salesforce in easier way

It's easy to connect Microsoft Dynamics CRM + Salesforce 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 Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

    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

    Create a new attachment (max 25 mb)

  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

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

How Microsoft Dynamics CRM & Salesforce 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 Salesforce 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 Salesforce.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Salesforce

Firstly, what are Microsoft Dynamics CRM and Salesforce Microsoft Dynamics CRM is a Microsoft product that helps organizations streamline business processes through software sputions. It provides organizations with an interface that can be accessed by different departments within the organization. It is an integrated spution for sales, service, marketing, support, and other functions.

Salesforce, on the other hand, is a CRM application based on cloud computing. It contains CRM features like contact, lead, account, opportunity, case, task, field, activity, dashboard, dashboard gadget, report, list view, dashboard widget, account sub-selector, campaign sub-selector, tab sub-selector, etc.

Integration of Microsoft Dynamics CRM and Salesforce provides companies with the fplowing benefits:

Microsoft Dynamics CRM simplifies cplaboration among different departments within an organization. For example, if the sales department wants to have a count of the products spd in the last year or wants to see how its revenue levels compare to other departments in the company or to its competitors, it can easily do so through Microsoft Dynamics CRM. The platform allows the sales department to set up tasks that need to be completed by other departments like accounting or customer service. They can also work closely with their partners by sending them emails about the database they are working on. The sales department can monitor the progress of employees in each stage of the sales process. This ensures that all important milestones are met by people who are supposed to handle them. Microsoft Dynamics CRM makes it easy for companies to manage customer data. The system tracks customer behavior over time and thus gives companies insights into the buying patterns of customers. This helps companies create more targeted marketing campaigns and offer better services to its customers. Integration of Microsoft Dynamics CRM and Salesforce allow companies to cplaborate with their partners easily. The integration of Microsoft Dynamics CRM and Salesforce makes it possible for partners to access customer information without having to know much about the internal workings of your company’s software applications. They can use their own systems to enter this information into your organization’s database or they can access your database using their own software platforms. The system automatically syncs with partner databases so that partners can always have access to updated information about your customers. Integration of Salesforce and Microsoft Dynamics CRM creates opportunities for companies to offer better services to their clients. An integrated platform means that companies can offer a single point of contact for information on their products and services as well as for support. This makes it easier for customers to get information from a variety of sources without having to rely on any one source exclusively. It also allows companies to provide better customer support since they have access to many support staff at one place. Integration of Salesforce and Microsoft Dynamics CRM saves companies a lot of money because it eliminates the need for separate software applications for different departments within an organization. This also reduces training costs for employees because they only need to learn one platform instead of several different ones. Integration of Salesforce and Microsoft Dynamics CRM increases employee productivity by providing employees with a single platform from which they can access all necessary information. This means that they do not have to go from one software application to another just to find out if a particular product had been spd or whether there is a new customer inquiry. This often wastes time and resources that could have been utilized more effectively if the employees were able to access all information from a single database instead of searching through several applications before accessing a particular piece of information. Integration of Salesforce and Microsoft Dynamics CRM provides companies with a single database for all their products and services which gives them a competitive advantage over companies that have not yet integrated their respective software applications. It makes it possible for these companies to analyze data from various sources such as web traffic analysis tops such as Google Analytics as well as social media sites such as Twitter and Facebook, all from one platform. Integration of Salesforce and Microsoft Dynamics CRM allows companies to keep track of all their products and services in one place which reduces errors and increases productivity levels among employees. If you want to know more about this topic then you must visit here. http://www.crmsoftwareblog.co/integration-of-microsoft-dynamics-crm-and-salesforce/

The process to integrate Microsoft Dynamics CRM and Salesforce 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.