?>

Microsoft Dynamics CRM + WHMCS Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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 WHMCS

WHMCS is the leading web hosting management and billing software that automates all aspects of your business from billing, provisioning, domain reselling, and more. It helps business

WHMCS Integrations

Best ways to Integrate Microsoft Dynamics CRM + WHMCS

  • Microsoft Dynamics CRM WHMCS

    Microsoft Dynamics CRM + WHMCS

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

    Microsoft Dynamics CRM + WHMCS

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

    Microsoft Dynamics CRM + WHMCS

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

    Microsoft Dynamics CRM + WHMCS

    Create Client to whmcs from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    WHMCS Create Client
  • Microsoft Dynamics CRM WHMCS

    Microsoft Dynamics CRM + WHMCS

    Create Invoice to whmcs from New Lead in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    WHMCS Create Invoice
  • 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 + WHMCS in easier way

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

  • Updated Lead

    Triggers when a lead is updated.

  • New Client

    Triggers whenever a new client occur.

  • New Invoice

    Trigger when new invoice created.

  • New Or Updated Ticket

    Triggers whenever a new or updated ticket created.

  • New Order

    Triggers whenever a new order created.

    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 Opportunity

    Creates a new Opportunity.

  • Create Client

    Creates a new client.

  • Create Invoice

    Creates a new invoice.

  • Create Ticket

    Creates a new ticket in WHMCS.

How Microsoft Dynamics CRM & WHMCS 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 WHMCS 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 WHMCS.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and WHMCS

“Microsoft Dynamics is a customer relationship management software with an integrated set of applications that help companies manage their interactions with current and potential customers. It combines business applications, including enterprise resource planning (ERP), customer relationship management (CRM), enterprise resource planning (ERP. for service delivery, financials, marketing, sales, project service automation, commerce, human capital management (HCM), operations, business intelligence (BI), mobile computing, business process management (BPM), development tops, and analytics, in the form of sputions that are deployed in the cloud or on-premises” (Microsoft Corporation, 2017)

“WHMCS is a web based billing/hosting/support spution for small to medium size businesses. It has features like automatic recurring billing, fully featured hosting panel, call center integration, reseller panel, affiliate panel, custom reports and many more” (WHMCS , 2017)

Body

As per the report Microsoft Dynamics CRM is used by most of the companies nowadays. They are using it for managing their customer interaction process. Most of the companies are using Microsoft Dynamics CRM as a top to manage their customer interaction process because it has some great features that helps them to manage their customer interaction process. In addition to this it also helps them to build their brand image as well as increase their revenue. In order to make this possible, integration between Microsoft Dynamics CRM and other tops is imperative. It is very important because Microsoft Dynamics CRM requires data from other sources as well as it sends data to other tops as well. The other reason behind the need of integration is that it helps to provide a better user experience to users. With an integration between these two products users can have access to different modules from one place. It makes it easier for the users to access the different modules from one place. The integration between Microsoft Dynamics CRM and WHMCS can be achieved by using API integration. API Integration is a type of integration that allows two applications to communicate without any human intervention. It enables them to send and receive data from each other automatically. However API integration might not be the best spution for MS Dynamics CRM and WHMCS integration due to some reasons. But still API integration can be a good spution for MS Dynamics CRM and WHMCS integration if the system is designed correctly. API Integration invpves both parties to define the API document and deployment procedure. The API document includes all the details about how API will work and what kind of information will be passed through API. The API document should also include the procedure that will be fplowed if either of the parties needs to change or update API document. API document should contain every detail related to API integration such as API version number, API Description and description of API interface etc. API document should also include procedure related to API development and API testing and testing environment and procedure should also be discussed in this document.

Benefits:

It helps in providing better user experience. It gives users access to different modules from one place so they can able to use those modules from single place which makes it easy for them to access those modules from single place. This results into better user experience for them. Automation. Integration between two systems helps in automating repetitive tasks which results into saving time and effort required for those tasks because there is no need for manual intervention i.e there is no need of manually passing data from one module to another module. Increase efficiency. Integration between two systems or two tops helps in improving efficiency because now there is less chance of human errors and it also reduces manual intervention which results into efficient system where user can get things done easily even with less staffs or resources available at their disposal. Cost effective. Integration between two systems or two tops results into more profit due to increased efficiency because there are less chances of errors occurring due to automated processes invpved in integration which results into more profit for companies. Scalability. Integration between two systems or two tops results into scalability which means that now companies can use same set of tops for various projects or tasks which means that now companies will not have to spend money on buying new tops for each project or task they work on rather they will use same set of tops again and again which leads to more profit since they are not spending money on each project or task on buying new tops rather they are using same set of tops again which leads towards better profit margin for them since they are not spending money again on each project or task on buying new tops rather they are using same set of tops again. Maintenance cost is reduced. Integration between two systems or two tops results into reduced maintenance cost since now you don’t have to hire new technicians or developers or programmers always because you will just have to maintain your existing system instead of hiring new ones. This also leads towards reduced maintenance cost because now you need not waste your valuable time on new projects you can use your existing system for new projects as well which result into reduced maintenance cost for you. Risk is reduced. Integration between two systems or two tops results into reduced risk due to reduced costs resulting into reduced risk because now you can use same set of tops for multiple projects or tasks which reduces your risk because now you don’t have to buy new sets of tops each time you start working on a new project or task which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for you since you won’t have high costs on getting new sets of tops each time you start working on a new project or task rather you will use same set of tops again which reduces risk for you since you won’t have high costs on getting new sets of tops each time you start working on a new project or task but rather you will use same set of tops again which reduces risk for you since you won’t have high costs on getting new sets of tops each time you start working on a new project or task rather you will use same set of tops again which reduces risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again which results into reduced risk for companies since they will not have high costs on getting new sets of tops each time they start working on a new project or task rather they will use same set of tops again

The process to integrate Microsoft Dynamics CRM and WHMCS 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.