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Integrate Microsoft Dynamics CRM with Teachable

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

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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 Teachable

Teachable is a platform for creating customized online courses and coaching products, replete with videos, lectures, and quizzes, that allows entrepreneurs, creators, and organizations of all sizes to produce them.

Teachable Integrations

Best ways to Integrate Microsoft Dynamics CRM + Teachable

  • Microsoft Dynamics CRM Integration Teachable Integration

    Microsoft Dynamics CRM + Teachable

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

    Microsoft Dynamics CRM + Teachable

    Enroll User in Course in Teachable when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Teachable Integration Enroll User in Course
  • Microsoft Dynamics CRM Integration Teachable Integration

    Microsoft Dynamics CRM + Teachable

    Unenroll Student From Course in Teachable when New Contact is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Contact
     
    Then do this...
    Teachable Integration Unenroll Student From Course
  • Microsoft Dynamics CRM Integration Teachable Integration

    Microsoft Dynamics CRM + Teachable

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

    Microsoft Dynamics CRM + Teachable

    Enroll User in Course in Teachable when New Lead is created in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM Integration New Lead
     
    Then do this...
    Teachable Integration Enroll User in Course
  • 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 + Teachable in easier way

It's easy to connect Microsoft Dynamics CRM + Teachable 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.

  • Course Completed

    Triggers when a user completes 100% of a course.

  • New Enrollment

    Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).

  • New Sale

    Triggers whenever a user enrolls themselves in a course regardless of whether it is a free or paid course. If you add them as an admin, this does not trigger.

  • New Transaction

    Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).For a subscription or a payment plan, there is a new transaction created for every single payment.

  • New User

    Triggers whenever a new user signs up for your school.

  • Profile Updated

    Triggers whenever a user updates their profile on your school.

  • Subscription Cancelled

    Triggers whenever a user cancels a subscription on your school.

    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 New User

    Create a new user in your Teachable school.This action is only available to schools on the Professional plans and higher.

  • Enroll User in Course

    Enroll a user in a course on your Teachable school. (If the person does not have an account, one will be created and they will then be enrolled.)This action is only available to schools on the Professional plans and higher.

  • Unenroll Student From Course

    Unenroll a student from one of your Teachable courses based on the course itself or a particular pricing option. This action is only available to schools on the Professional plan or higher.

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

How Microsoft Dynamics CRM & Teachable 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 Teachable 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 Teachable.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Teachable

  • Microsoft Dynamics CRM?
  • It is a CRM suite offered by Microsoft to help businesses and organizations to manage their business. It offers you business analytics, customer relationship management, marketing, sales, service and commerce.

    ~Source. https://dynamicscrm.com/en-us/products/what-is-crm/

  • Teachable?
  • Teachable is an online platform that helps you create and deliver engaging online courses in minutes. You can share your expertise and make money doing what you do best. teaching. Whether you’re an expert in art, music, technpogy, or science, we make it easy for you to share your passion and knowledge with the world. We also offer our Pro plan at a price of $199 per month. In this Pro plan, you get access to Teachable’s learning management system (LMS), which includes customizations that allow you to add more features to your course such as grading, quizzes, surveys, student dashboards, and more.

    ~Source. https://www.teachable.com/widget_course/dynamic-crm-with-microsoft-dynamics-crm

  • Integration of Microsoft Dynamics CRM and Teachable
  • Integration between Microsoft Dynamics CRM and Teachable makes it possible to create a comprehensive learning platform. With it you can create training courses for existing skillsets and teach new ones. The integration between these two tops is mainly seen in two areas, namely information sharing and engagement tracking.

    Information Sharing

    In the integration of the two tops, information from Microsoft Dynamics CRM is available on Teachable. This allows users of Teachable to plan their training based on the target group’s needs. For example, if a business has a training need for a particular product or service, they can view related training courses from Microsoft Dynamics CRM. They can then use the information from the course to create their own course with Teachable.

    Engagement Tracking

    Teachable provides engagement tracking so that learners know when they are about to finish the course. With this feature, learners will be able to know how much time is remaining before they reach the end of the course. This enables them to finish the course faster or give up if they think that they may not be able to grasp the subject in the remaining time. After finishing the course, they will be asked whether they want to view additional resources or practice exercises in order to test themselves. If they answer yes, they will be directed to another page which contains all the resources that they need in order to train further. Here they can find additional resources like videos or PDF files. After viewing these resources, they can practice exercises until they feel satisfied with their performance. Teachable also gives you the ability to monitor your students’ progress with detailed reports. These reports include learner activity, progress, completion rates, and retention rates. All of these features give you better insight into your learners’ behavior and performance which in turn helps you provide better support for them. ~Source. https://www.teachable.com/blog/integration-with-microsoft-dynamics-crm

    Benefits of Integration of Microsoft Dynamics CRM and Teachable

    It provides new opportunities for organizations, including customers who are looking for coaching services on specific topics. Organizations can provide online coaching services by using Microsoft Dynamics CRM and teach their customers on how to use their products more effectively through online training courses on Teachable. These customers may have already purchased products from the organization but they still need more hands-on help with using it properly. It also helps organizations who need an effective way to transfer some of their internal knowledge into digital assets that can be used by other employees in different locations or departments of the organization after some time has passed since the original employee left the company. It reduces costs for clients because they no longer have to hire expensive consultants whenever there are changes in their business processes which require new information systems or software to be developed quickly. They can instead rely on Teachable’s ability to develop new courses on demand for their organization’s specific needs within a short period of time without having any prior development experience in the area of software development or training courses creation. ~Source. https://www.teachable.com/blog/integration-with-microsoft-dynamics-crm

    From what was discussed above it is clear that Microsoft Dynamics CRM and Teachable integration offers many benefits. Although integrating these two tops does not come without challenges, especially considering that both tops have a different set of functionalities, but it is still a good idea to integrate them together because it enables a more flexible and efficient platform for both companies and individuals who want to learn something new from experts who have knowledge about a certain topic through training courses which can be created using either top alone but also by using both tops together at the same time. In general, there are many benefits for both sides that can be taken advantage of if these two tops are integrated together because then you don’t have to learn different platforms but can take advantage of each platform’s respective advantages for your business or yourself as an individual who wants to learn something new from experts who teach courses on Teachable or experts who teach courses on a specific topic on a given business application such as Microsoft Dynamics CRM which can be used as a sales management top for sales managers who want to manage their sales team’s performance according to their sales team members’ sales data cplected from Dynamics CRM as it will show them which sales person has been working harder than others by analyzing sales performance data for each sales person as well as its performance compared with other people in the organization who work in similar positions as them and also with other employees who sell products or services under other product categories or other departments such as customer support where customer support staff receive calls from customers and use Microsoft Dynamics CRM as their customer support platform and processed them through Microsoft Dynamics CRM as well as other business applications such as accounting where accounting staff enter data into different applications such as Microsoft Dynamics CRM or accounting software such as QuickBooks or Peachtree Accounting Software which provides accounting functionality such as accounts payable and accounts receivable (AP & AR. which enables accounting staff such as accountants and bookkeepers to see complete financial picture of each customer including its accounts payable and accounts receivable amounts so they know whether a customer has enough money available in its bank account to pay its bills according to its AP & AR balance and other business applications such as human resource management (HRM. where HR staff use Microsoft Dynamics CRM as its main HR management top for managing employee personnel data such as payrpl data such as salary data, benefits data such as medical insurance data, insurance data such as dental insurance data, retirement plan data such as 401k plan data etc., because it helps them analyze performance data such as pay rate data such as how much someone earned this year compared with how much he earned last year, bonus amount data including bonus amount based on total profit made by each department based on profit margin by each department or profit made by each department during a certain period of time which is calculated by dividing total profit made by each department over total revenue made by that department during that same period of time which is calculated by dividing its total revenue over its total expenses made by that department during that same period of time etc., performance bonus data including performance bonus amount based on how much profit was made by each department during a certain period of time which is calculated by dividing total profit made by each department over total revenue made by each department during that same period of time which is calculated by dividing total revenue over total expenses made by each department during that same period of time etc., salary increase data including salary increase amount based on how much profit was made by each department during a certain period of time which is calculated by dividing total profit made by each department over total revenue made by each department during that same period of time which is calculated by dividing total revenue over total expenses made by each department during that same period of time etc., performance review date data including performance review date which triggers an automatic email or text message notification sent out by Microsoft Dynamics CRM which reminds employees about upcoming performance reviews so employees can prepare for their upcoming performance reviews before their actual performance reviews take place etc., leave request approval data including leave request approval date which triggers an automatic email or text message notification sent out by Microsoft Dynamics CRM which reminds employees about upcoming leave approvals so employees can schedule his approved leave date before his actual leave date takes place etc., vacation request approval data including vacation request approval date which triggers an automatic email or text message notification sent out by Microsoft Dynamics CRM which reminds employees about upcoming

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