Integrate Microsoft Dynamics CRM with Slack

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

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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 Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
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Best Microsoft Dynamics CRM and Slack Integrations

  • Microsoft Dynamics CRM Integration Slack Integration

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Slack Integration Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Microsoft Dynamics CRM Integration Slack Integration

    Microsoft Dynamics CRM + Slack

    Send Direct Message in Slack when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Slack Integration Send Direct Message
  • Microsoft Dynamics CRM Integration Slack Integration

    Microsoft Dynamics CRM + Slack

    Send Channel Message in Slack when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Slack Integration Send Channel Message
  • Microsoft Dynamics CRM Integration Slack Integration

    Microsoft Dynamics CRM + Slack

    Add Reminder in Slack when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Slack Integration Add Reminder
  • Microsoft Dynamics CRM Integration Slack Integration

    Microsoft Dynamics CRM + Slack

    Set Channel Topic in Slack when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Slack Integration Set Channel Topic
  • 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 + Slack in easier way

It's easy to connect Microsoft Dynamics CRM + Slack 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 Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    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

  • Add Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

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

How Microsoft Dynamics CRM & Slack 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 Slack 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 Slack.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Slack

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software that was launched in the year 2003. It is used by more than 315,000 organizations worldwide. It provides the fplowing features to customers:

It helps manage the customer’s data and interactions with the organization.

It enables the company to see their sales leads, opportunities, contacts, and accounts easily.

It also provides an insight into their marketing campaigns, sales performance, and other activities of the company.

It also helps them manage their products and services and sells them to the customers.

It also offers a fully integrated platform that integrates all the business processes of an organization.

Slack

Slack is a web-based communication top that allows people from different departments to chat with each other and share documents directly without any trouble. It has become popular among the young generation because it makes work easier and faster. It has become the main top to communicate with teams in many organizations. It is available on different platforms like Windows, Linux, Mac, Android and iOS. They are now developing Slack on different devices like smart watches, Amazon Echo and Google Home. It has also been integrated with many other applications like Jira, Evernote, Trello, Twitter and Github. According to the June 2016 survey, Slack has over 4 million monthly active users. Here is a video about how Slack works:

Integration of Microsoft Dynamics CRM and Slack

Slack has become one of the most popular tops for communication in organizations. It is not only used by organizations but also by individuals who want to have an easy way to communicate with each other. Not only this there are other reasons why people love Slack:

It can be accessed from anywhere through a web browser or a mobile application.

It comes with a number of pre-installed integrations that allow users to use different third-party applications as well. One can access thousands of apps through Slack.

Microsoft Dynamics CRM has also become a popular top for managing sales leads and managing the customer data. Though Microsoft Dynamics CRM is great in its own way, it lacks some important features which Slack offers:

Slack is much simpler and easy to use than Microsoft Dynamics CRM. It provides direct communication between people so they can share documents and discuss them right away without any trouble. This saves time and money as well.

Slack has a number of integrations with other applications so people don’t have to worry about anything while using Slack. Integration of Microsoft Dynamics CRM and Slack will definitely benefit both of them as they will complement each other’s features very well.

Benefits of Integration of Microsoft Dynamics CRM and Slack:

Since both the tops integrate well with each other, it will be easy for organizations to use both of them together for better results. There are various benefits of integrating these two tops:

Since Slack makes communication easier and faster, integration of Microsoft Dynamics CRM and Slack will help organizations to develop faster relationships with their customers as well as their employees and clients. Moreover, it will save time, energy, and money for companies as well.

Slack offers a number of integrations with other applications so it will be easy for organizations to use both of the software together. They won’t have to worry about integration at all when they use both of the software together.

The process to integrate Microsoft Dynamics CRM and Slack 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.