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Google Docs + Microsoft Dynamics CRM Integrations

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

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About Google Docs

Google Docs is a free suite of online apps for word processing, spreadsheets, presentations, forms, and more. It's free and works in the way you do.

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.

Microsoft Dynamics CRM Integrations
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Best ways to Integrate Google Docs + Microsoft Dynamics CRM

  • Google Docs Microsoft Dynamics CRM

    Google Docs + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Google Docs Microsoft Dynamics CRM

    Google Docs + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Google Docs Microsoft Dynamics CRM

    Google Docs + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Google Docs Microsoft Dynamics CRM

    Google Docs + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Google Docs Microsoft Dynamics CRM

    Google Docs + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Document in Google Docs Read More...
    Close
    When this happens...
    Google Docs New Document
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Google Docs {{item.actionAppName}}

    Google Docs + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Google Docs + Microsoft Dynamics CRM in easier way

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

    Triggers
  • New Document

    Triggers when a new document is added (inside any folder).

  • New Document in Folder

    Triggers when a new document is added to a specific folder (but not its subfolders).

  • 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 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

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Google Docs & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Google Docs 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 Google Docs to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Google Docs and Microsoft Dynamics CRM

Google Docs

Google Docs is a free web-based office suite provided by Google, consisting of word processor, spreadsheet, and presentation software. It stores documents in Google Drive which is the cloud storage spution from Google. The product was announced in May 2006. In July, 2007, Google App for Your Domain was released, which enabled organizations to install the software on their servers.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. enterprise software application produced by Microsoft. It allows users to manage and track interactions and opportunities with customers and other contacts.

Integration of Google Docs and Microsoft Dynamics CRM

Google Docs and Microsoft Dynamics CRM integration provides integration between your cloud based document management system and your organization’s CRM system. The integration allows you to get meaningful insights into your data such as the number of opportunities created from a particular deal or the number of activities that were scheduled to complete an opportunity. You can also see this information by client or by account using the charts and dashboards in Google Docs and Microsoft Dynamics CRM. The integration also allows you to take advantage of the rich reporting and analytics capabilities of Microsoft Dynamics CRM while still having the freedom to use the familiar web-based applications like Google Docs.

Benefits of Integration of Google Docs and Microsoft Dynamics CRM

Integration of Google Docs and Microsoft Dynamics CRM enables you to take advantage of its benefits such as. (1. increased productivity; (2. reduced time; (3. reduced cost; (4. improved efficiency; (5. greater flexibility; (6. increased visibility; (7. increased access to information; (8. lower maintenance cost; (9. better quality contrp; (10. improved customer service; (11. improved sales support; (12. improved sales opportunities tracking, monitoring, and forecasting; (13. improved sales revenue tracking, monitoring, and forecasting; (14. integrated sales forecasts; (15. integrated sales pipeline analytics; (16. integrated sales engagement analytics; (17. integrated sales performance analytics; (18. integrated sales effort analytics; (19. integrated sales opportunity analytics; (20. integrated sales opportunity tracking, monitoring, and forecasting; (21. integrated sales activity tracking, monitoring, and forecasting; (22. integrated sales performance tracking, monitoring, and forecasting; (23. integrated sales pipeline tracking, monitoring, and forecasting; (24. integrated sales forecast tracking, monitoring, and forecasting; (25. integrated sales opportunity pipeline tracking, monitoring, and forecasting; (26. integrated sales management analytics; (27. integrated sales performance analytics; (28. integrated sales meeting analytics; (29. integrated sales team calendar analytics; (30. integrated sales effort analytics; (31. integrated sales opportunity pipeline analytics; (32. integrated sales opportunity tracking, monitoring, and forecasting analytics; (33. integrated sales activity tracking, monitoring, and forecasting analytics; (34. integrated sales performance tracking, monitoring, and forecasting analytics; (35. integrated sales forecast tracking, monitoring, and forecasting analytics; (36. integrated sales opportunity pipeline tracking, monitoring, and forecasting analytics; (37. integrated sales management analytics; (38. integrated sales performance analytics; (39. integrated sales meeting analytics; (40. integrated sales team calendar analytics; (41. increased insight into your data such as the number of opportunities created from a particular deal or the number of activities that were scheduled to complete an opportunity using charts and dashboards in Google Docs and Microsoft Dynamics CRM.

The integration of Google Docs and Microsoft Dynamics CRM will help you adapt quickly to new business conditions. It will allow you to focus on your core competencies while leveraging the existing resources in your organization without the need to train your employees on entirely new systems.

The process to integrate Google Docs 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.