Integrate Evernote Business with Microsoft Dynamics CRM

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

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About Evernote Business

The Evernote for Business app brings your work to life in new ways. Annotate, organize, and share across devices to stay organized and engaged with your team.

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.

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

Explore quick connects

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Connect Evernote Business + Microsoft Dynamics CRM in easier way

It's easy to connect Evernote Business + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Note

    Triggers when a new note is created in or moved to a notebook.

  • New Notebook

    New Notebook

  • 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.

  • Actions
  • Create Note

    Create Note

  • 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

How Evernote Business & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Evernote Business 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 Microsoft Dynamics CRM 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 Evernote Business to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Evernote Business and Microsoft Dynamics CRM

In this article, the author will try to explain the integration of Evernote Business and Microsoft Dynamics CRM. To begin with, what is Evernote Business? It is a web-based application which helps in managing business activities. More specifically, it works on the cloud concept. The Evernote Business is an online service that allows users to work on their projects while they are at home or anywhere else (Evernote, 2015. Moreover, it enables them to take notes, record meetings, organize tasks, and make presentations from any device as long as it has an internet connection. Another outstanding feature is that it allows users to cplaborate with other members of their organization. Another important point is that it supports multiple platforms such as Apple, Android, Windows and many others.

What about Microsoft Dynamics CRM? It is a CRM software product developed by Microsoft (Microsoft, 2015. There are two versions of this software including Microsoft Dynamics CRM Online and Microsoft Dynamics CRM On Premises. The main difference between these versions is that the first one can be operated with web browsers while in the case of the second version, it is required to have a server computer. This software is used by organizations of all sizes and in diverse fields. Some of the benefits of using this software include helping businesses to create better customer relationships, engagement and experience; in addition, it helps in increasing sales revenues and profits (Microsoft, 2015.

In this part of the article, the author will discuss the ways in which Evernote Business and Microsoft Dynamics CRM can be integrated. One of the simplest methods for integration is through a plugin. The plugin can be purchased from either one of the software providers depending on their requirements. For instance, if the user wants to use only Microsoft Dynamics CRM then he/she should buy the plugin from Microsoft. But if the user wants to use Evernote Business as well as CRM then he/she should purchase the plugin from Evernote. This plugin is available for both platforms i.e., Microsoft Dynamics CRM as well as Evernote Business. Therefore, after installing it on their devices, users will be able to send Microsoft Dynamics CRM data straight into Evernote Business or vice versa. In order to get more information about this process, you can go through the official websites of both Mircosoft Dynamics CRM and Evernote Business.

Another method of integration is through customizing. In this case, both software programs will have to be customized so that they work together. Customization requires a deep understanding of both Evernote Business and Microsoft Dynamics CRM. If you are not familiar with this process then you may need some help from professionals who have experience in customizing software applications. They can help you integrate both applications in an effective manner.

In conclusion, it can be stated that the integration of Evernote Business and Microsoft Dynamics CRM can provide some significant advantages for organizations. First of all, if you are using both applications then you won't have to deal with different platforms each time you want to take a note or record something in your project schedule. For instance, if you want to take a note during a meeting then you can do so using Evernote Business. Then when you want to add an action item to your project schedule for a certain task then you can simply add it in CRM. Thus, you won't have to switch between applications which will save your time and energy. In addition, you will have all your data in one place instead of searching for it in various locations which will improve your productivity significantly.

The process to integrate Evernote Business and Microsoft Dynamics CRM 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