Integrate Filter By Connect with Microsoft Dynamics CRM

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

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About Filter By Connect

Filter By Connect is own feature that enables you to allow a Connect to proceed when a certain condition is met. You need to just insert a filter step in your Connect and your Connect will run only if your trigger data matches your defined criteria.

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

Explore quick connects

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Connect Filter By Connect + Microsoft Dynamics CRM in easier way

It's easy to connect Filter By Connect + Microsoft Dynamics CRM 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.

  • Actions
  • Only continue if

    Set up rules to specify when this Connect can continue running

  • 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 Filter By Connect & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Filter By Connect 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 Filter By Connect to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Filter By Connect and Microsoft Dynamics CRM

Filter By Connect

Filter by Connect is a free web application that allows users to access Microsoft Dynamics CRM data without the need of having the Microsoft Dynamics CRM client installed. It works by hosting a web site with all the necessary components to connect to your CRM database. Users can then create forms on the website that are bound to the CRM entities, perform CRUD operations on the CRM entities using the forms on the website, and create custom reports on the website. Filter by Connect works on both Windows and Linux/Unix servers.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an online customer relationship management (CRM. system offered by Microsoft. The software is designed for businesses to manage customer relationships, including sales, marketing, service, support, and field service. A CRM system provides multiple features to organize sales leads, track sales processes, manage contacts, opportunities, etc. It supports email marketing, social media marketing, mobile devices, and can integrate with other applications.

Integration of Filter By Connect and Microsoft Dynamics CRM

The integration of Filter By Connect with Microsoft Dynamics CRM is done through the use of an intermediary application called the "Filter by Connect Runtime". This runtime can be deployed in three different ways:

  • Access Point - This option allows users to access the web form directly without opening it in a new browser tab or window. The primary advantage of this option is that users do not have to leave their current webpage when accessing their Filter by Connect web application, thereby losing any information they entered in the webpage before accessing the Filter by Connect web application. However, this has the drawback that users can't interact with other webpages when they are in the Filter By Connect web application.
  • Browser Add-in - Allows you to add a button for accessing your web application in your existing browser. The user will see this button when they click on the globe icon in their browser topbar (if one exists. You can customize the label and toptip of the button. The primary advantage of this option is that users can easily get back to your web application from any webpage they visit while logged in to your web application. However, this option does not work if your users do not have a browser topbar.
  • Stand Alone - This option allows users to run your web application as a stand alone application. When this option is selected, a separate Internet Explorer process will be started and will load your web application each time a user wants to use it. This option also allows a user to run multiple instances of your web application at the same time. This option does not have a browser topbar option though you can add a custom menu bar to your web application if you want to add one. In addition, this option does not allow users to access other webpages when they are in your web application. The main advantage of this option is that users can access multiple instances of your web application at the same time making it great for multi-user scenarios.

The Filter by Connect Runtime will then proxy requests to the CRM server and retrieve data from there and then return that data back to the user's browser where it will be displayed on a form. To learn more about how the integration works, please refer to this article. Integrating filter by connect with Microsoft Dynamics CRM 2011 .

Benefits of Integration of Filter By Connect and Microsoft Dynamics CRM

There are many benefits of integrating Filter By Connect with Microsoft Dynamics CRM such as:

The process to integrate Filter By Connect 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