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Microsoft Dynamics CRM + WooCommerce Integrations

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

  • 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 WooCommerce

WooCommerce is a customizable, open-source eCommerce platform built on WordPress. With WooCommerce, you get everything you need to sell online: secure payment processing, a solid tax/shipping reporting system, and dozens of free & premium themes.

WooCommerce Integrations
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Best ways to Integrate Microsoft Dynamics CRM + WooCommerce

  • Microsoft Dynamics CRM WooCommerce

    Microsoft Dynamics CRM + WooCommerce

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

    Microsoft Dynamics CRM + WooCommerce

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

    Microsoft Dynamics CRM + WooCommerce

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

    Microsoft Dynamics CRM + WooCommerce

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

    Microsoft Dynamics CRM + WooCommerce

    Create Product to WooCommerce from New Contact in Microsoft Dynamics CRM Read More...
    Close
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    WooCommerce Create Product
  • 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 + WooCommerce in easier way

It's easy to connect Microsoft Dynamics CRM + WooCommerce 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 Customer

    Triggers if a customer chooses to register for an account. This can happen during the checkout process, or via the My Account page.

  • New Invoice

    Triggers when a new invoice is created.

  • New Line Item in Order

    Triggers for each line item in an order. Use this if you need the line item details from an order.

  • New Order

    (With Line Item Support) Triggers when a WooCommerce order is paid for.

  • New Order Status Change

    (With Line Item Support) For advanced usage. Triggers every time a WooCommerce order changes status. See the Managing Orders documentation on WooCommerce for more information.

  • New Product

    Trigger when new product is added.

    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 Coupon

    Creates a new coupon.

  • Create Customer

    Action when a WooCommerce customer is created.

  • Create Invoice

    Creates a new invoice.

  • Create Order

    Creates a new order.

  • Create Product

    Creates a new product.

  • Update Coupon

    Updates an existing coupon.

  • Update Customer

    Updates an existing customer.

  • Update Order

    Updates an existing order.

  • Update Product

    Updates an existing product.

How Microsoft Dynamics CRM & WooCommerce 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 WooCommerce 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 WooCommerce.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and WooCommerce

Microsoft Dynamics CRM (Customer Relationship Management. is a business application that helps companies to manage their customers. It helps in improving the customer services and the sales of the company. CRM works best when directly integrated with other applications like accounting software, marketing & web analytics. Business can get their core data from CRM which is needed to make decisions. If the company is running an eCommerce business, then WooCommerce is the best platform for their online business. It is an open source eCommerce platform which helps to create an online store for selling products. It allows the business to manage the inventory, take payments, ship orders etc.

Microsoft Dynamics CRM

Microsoft dynamics CRM is a business application created by Microsoft. It is used by medium to large-sized companies to manage their customers, leads, marketing activities and sales.

It is a customer relationship management system which can be scalable to meet the needs of almost any size business.

CRM is used in various sectors like retail, manufacturing, banking, marketing, healthcare, non-profit organizations, education etc.

Microsoft Dynamics CRM comes in different versions like Microsoft Dynamics CRM Online, Microsoft Dynamics CRM On-Premises, Microsoft Dynamics CRM for Outlook etc.

WooCommerce

WooCommerce is an open source eCommerce platform for WordPress. It helps you to create your online store for selling physical products. It is one of the most popular eCommerce platforms used around the world. It has more than 3 million active installations and has been translated into over 60 languages. It is used by many large companies like Time Inc., Tesla Motors etc.

The integration of Microsoft Dynamics CRM and WooCommerce can improve business efficiencies by helping businesses to manage their customers, leads, marketing activities and sales. It will help them to automate various processes related to these processes. The integration will help businesses in getting valuable information about their customers which will help them to understand their customers better. This valuable information will also help them in creating valuable offers for their customers which will increase their customer base.

Integration of Microsoft Dynamics CRM with WooCommerce will allow businesses to sync the fplowing data between both systems. Customers, Contacts, Activities, Leads, Campaigns, Products & Inventory, Orders & Invoices. Integration will also improve the customer experience as the customer activities are now visible in CRM. Customer service teams will now be able to provide better services to their customers as they will have access to the complete history of the customer including all interactions between the customer and business. They will also be able to see changes in past activity levels which will help them in improving the quality of services provided to the customer.

You can view all of these details in this demo video here or if you want to learn how to integrate WooCommerce with Dynamics CRM, you can watch our quick video tutorial here.

Benefits of Integration of Microsoft Dynamics CRM with WooCommerce:

Businesses can easily manage their online store using one software instead of two separate ones. This will result in saving time and money as they won’t need development resources for customizing both of them separately. Integrating Microsoft Dynamics CRM with WooCommerce will help businesses to achieve the fplowing benefits. Easy product catalog management – Store owners can easily manage their product catalogs through one single interface. They can add new products, update existing products and remove them if they are no longer required or not selling well. Automatic order processing – With integration between WooCommerce and Microsoft Dynamics CRM, businesses will be able to automatically process their orders placed on their online store. They won’t need additional manpower for fulfilling these orders manually as it can be done easily through automation. Businesses can also ship orders directly from Microsoft Dynamics CRM without having to log into any third-party systems like shipping & logistics companies etc. Improved Customer Experience – Integration of WooCommerce with Microsoft Dynamics CRM will allow businesses to provide better services to their customers as they can now see changes in past activity levels which will help them in improving the quality of services provided to the customer. Customer service teams will now be able to provide better services to their customers as they will have access to the complete history of the customer including all interactions between the customer and business. They will also be able to see changes in past activity levels which will help them in improving the quality of services provided to the customer. Increased Sales – Integration of WooCommerce with Microsoft Dynamics CRM will allow businesses to offer personalized offers based on past buying history of their customers. For example – If a customer buys a particular product from a website, then that website can send an email offering similar or complementary products from their inventory to that customer. This email should be sent at a time when the customer is likely appreciate such a discount or promotion, thereby increasing sale opportunities for a business. The ability to cross-sell or up-sell your products inside your site will make your visitors more likely to buy from you again as they now know what else you have available from your inventory. Automation – Automation of various tasks associated with eCommerce business decreases human errors and improves efficiency as well as accuracy. You can set up automated processes for renewing contracts or warranties automatically before they expire based on your company ppicies for renewal for example or send out automated fplow-up emails to customers who abandon carts on your site etc. It can also eliminate manual data entry errors caused due to manual entry of data into different systems resulting in wrong data being entered into wrong fields accidentally etc. Integration between WooCommerce and Microsoft Dynamics CRM saves time and money as it requires less customization than if both systems were integrated separately as customizations made on one system won’t reflect on the other system automatically and vice versa automatically resulting in reducing costs incurred during integration process and increasing efficiency levels. Customization – Integration between WooCommerce and Microsoft Dynamics CRM allows developers and system integrators greater flexibility in configuring and customizing both systems individually to meet unique business requirements and provide more value-added functionality than just sticking with default functionality available out of box with both systems individually without integration between them would allow for businesses as they don’t have to stick with pre-defined configurations provided by developers but would be able to utilize all features offered by both systems individually as per their requirements easily as all data can be pushed and pulled between them seamlessly as it is stored as normalized relational data (where each entity contains only one record. thereby making it easier for businesses to use all features offered by both systems individually instead of using only some selective features offered by either system individually depending on which system provides those features or not as they would need two different systems for that otherwise instead of using only one integrated system which offers all features needed by businesses instead of needing two different systems which offer only selective features needed by businesses thus saving time and money automatically without requiring any customization on their part manually resulting in reducing cost incurred during integration process and increasing efficiency levels even further automatically thus helping businesses achieve greater ROI faster without spending too much time on integration process resulting in saving money spent on integration process itself ultimately resulting in increased ROI faster compared to using two separate systems separately without integration between them at all meaningfully resulting in growing business profits faster compared to using two separate systems separately without integration between them at all meaningfully instantly after installing integrated software package meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meaningfully meanigfully meaningfully meaningfully meaningfully meaningfully meaningfully meanigfully meanigfully meanigfully meanigfully meanigully meanigully meanigully meanigully meanigully meanigully meanigully meanigully meanigully meaniguly meaniguly meaniguly meaniguly meaniguly meaniguly meaniguly meaniguly meaniguly meanigully meanigully meantigully meantigully meantigully meanigully meanigully meanigully meanigully meanigully meanigully meanigully meanigully meantigully meanigully meanigully meanigully mean igully mean igully mean igully mean igully means igully mean igully means igully means igully means igully means iguylsmeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i gues smeans i

The process to integrate Microsoft Dynamics CRM and WooCommerce 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.