Integrate Microsoft Dynamics CRM with Vend

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

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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 Vend

Vend is a cloud-based point of sale system for retailers of all types and sizes. Vend gives you access to the tools and insights you need to take care of your business—on any device, from anywhere.

Want to explore Microsoft Dynamics CRM + Vend quick connects for faster integration? Here’s our list of the best Microsoft Dynamics CRM + Vend quick connects.

Explore quick connects

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Connect Microsoft Dynamics CRM + Vend in easier way

It's easy to connect Microsoft Dynamics CRM + Vend 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 / Updated Customer

    Trigger when new customer added or update any old customer.

  • New / Updated Product

    Trigger when new product added or update any old product.

  • New Register Closures

    Trigger when a new register closures

  • New Sale

    Trigger when new sale added.

  • New Sale (Line Item Support)

    Trigger when new sale added.

  • New Supplier

    Trigger when new supplier added.

  • New Updated Consignment

    Trigger when new consignment is added or existing one is updated.

  • Updated Inventory

    Trigger when a inventory 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 / Update Product

    Create / Update Product

  • Create Order

    Create a new order.

  • Create or Update Customer

    Create or update a customer.

  • Update Customer

    Update a existing customer.

  • Update Inventory By Product

    Update Inventory Details By Product.

How Microsoft Dynamics CRM & Vend 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 Vend 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 Vend.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Vend

Microsoft Dynamics CRM is a customer relationship management software spution. It is a business application that helps organizations in managing its customer relationships. Microsoft Dynamics CRM is used in marketing, sales, service, and support areas of an organization. It also enables the customer service agents to implement proactive customer service approaches. It is flexible and scalable. As it is a cloud-based software spution, it is accessible from anywhere and at any time, and there is no need for large IT infrastructure costs. Vend is a cloud-based ecommerce platform with a focus on small business owners. Vend helps in creating, managing, and running ecommerce stores. Vend's ecommerce software spution is easy to use and stores the data online in the cloud. Vend provides a set of tops that help in building a website, manage orders, handle inventory, manage shipping and payments, and create marketing campaigns. It also provides integration with other cloud services such as Microsoft Dynamics CRM and MailChimp.

Integration of Microsoft Dynamics CRM and Vend

Integration of Microsoft Dynamics CRM and Vend is possible through the add-ons provided by Vend. Vend also has a plugin for Microsoft Dynamics CRM which allows the user to synchronize the contacts and activities between the two platforms. The applications can be integrated using the SMTP server settings provided by Vend. Also, applications can be integrated by importing and exporting the data from and to XML files and then importing into Vend and Microsoft Dynamics CRM.

Benefits of Integration of Microsoft Dynamics CRM and Vend

Integration between Microsoft Dynamics CRM and Vend allows the users to get detailed information about contacts such as their profile photo, social media presence (if available), blog posts, website details (if any), etc. Thus, it helps in increasing the click-through rates of landing pages and boosting sales. It also saves time and enhances productivity by reducing the manual efforts to gather all the information about the customers. For example, if a salesman wants to know more about a customer, he can simply click on the contact's name to get all the details about the customer in one place without having to open another application or search for them manually. This saves time and also helps in increasing productivity.

In conclusion, integration of Microsoft Dynamics CRM with Vend helps in getting detailed information about customers in one place. Also, it facilitates in increasing click-through rates of landing pages and boosting sales. Integration reduces manual efforts required to gather information about customers, thus saving time and increasing productivity.

The process to integrate Microsoft Dynamics CRM and Vend 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm