Integrate Evernote with Microsoft Dynamics CRM

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

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About Evernote

Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.

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

Explore quick connects

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Connect Evernote + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New Note

    New Note

  • 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 & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Evernote 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 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 and Microsoft Dynamics CRM

In this paper, we will discuss Evernote and Microsoft Dynamics CRM integration. We will define both of them and will cover their features. Then we will describe the process of the integration and will highlight the benefits of it.

Evernote?

Evernote is a software for capturing and organizing information. It has been developed by the company Evernote Corporation which was founded in 2008. It is one of the most popular applications in the world. The company has hired over 150 employees and has more than 500 million users.

The application helps you to create notes, to store your data and to synchronize it across all devices, which gives you an opportunity to access your files from everywhere. You can make to-do lists, save attachments, write ideas, notes or documents. You can also bookmark your favorite websites or articles.

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software that allows you to manage your sales process, organize your business contacts, track opportunities, leads and activities. It has been developed by Microsoft Corporation since 2002. The first version of the CRM system was launched in 2004.

The CRM system keeps all your sales and marketing information in one place. It simplifies marketing campaigns, increases productivity, helps to keep track of your customers’ behavior and monitors their feedbacks. The CRM system works as a database where you can store information about your clients, prospects, partners and employees. It helps you to understand how your clients behave, what they want and how you can attract new customers.

Integration of Evernote and Microsoft Dynamics CRM is a valuable application that enables users to integrate their business processes with each other. Users can avoid duplicate work and automate processes that were previously done manually using this feature. This feature provides a centralized view over all information about different processes, products and services. Data about transactions is stored in a single database. Integration of Evernote and Microsoft Dynamics CRM saves time and reduces manual work. It makes data retrieval quicker and easier. The integration enables users to share information between different applications and systems. The only thing that you need in this case is a username and password for the service that you want to connect with another service.

Benefits of Integration of Evernote and Microsoft Dynamics CRM:

Integration of Evernote and Microsoft Dynamics CRM saves time and money for business owners because they don’t have to waste time on manual work anymore. Business owners receive complete information about their clients, prospects, partners and employees on one screen without wasting time gathering it themselves from different sources. Process automation provides better customer support because business owners are able to quickly find answers to their questions, know what information they need and how to provide it to their clients. As far as integration of Evernote and Microsoft Dynamics CRM saves time, it also saves money because there are no redundant tasks done by employees or automated systems. Business owners spend less money on printing papers or sending files through email.

To sum up, integration of Evernote and Microsoft Dynamics CRM provides many benefits for business owners because it saves time and money, increases productivity, improves client support, etc. Integration of Evernote and Microsoft Dynamics CRM opens new opportunities for users who want to bring their businesses to a new level of efficiency

The process to integrate Evernote 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