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Kintone + Microsoft Dynamics CRM Integrations

Syncing Kintone with Microsoft Dynamics CRM is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.

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About Kintone

Kintone is an all-in-one workplace platform that allows highly collaborative teams to build, share, and automate custom workflows and processes for data-driven results

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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Connect Kintone + Microsoft Dynamics CRM in easier way

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

    Triggers
  • New Record

    Triggers when a new record is created.

  • 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
  • Add Comment

    Adds a new comment into 1 record of an app.

  • Create Record

    Creates a record.

  • Update Record by Record ID

    Updates details of 1 record of an app by specifying its record number.

  • Update Status

    Updates the Status of 1 record of an app.

  • 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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How Kintone & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Kintone 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 Kintone to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Kintone and Microsoft Dynamics CRM

Kintone

Kintone is a cloud-based business management software that allows users to create and share content, such as text, images, and videos, via their smartphones and computers. This cloud-based platform aims at creating a convenient and flexible workplace environment for various industries, including education, financial services, and manufacturing and distribution. Kintone also enables users to build and nurture relationships with their customers in real time, thus creating a unique experience for each user.

Microsoft Dynamics CRM

Microsoft Dynamics CRM was created by Microsoft in 2004, with the purpose of helping organizations be more efficient in managing their customers’ data. It is an application used for sales, marketing, human resources, customer service, and finance. Its main features include campaign management, opportunity management, lead management, account management, case management, Web form integration, event tracking, reporting, mobile access, customization of the CRM, and many more.

Integration of Kintone and Microsoft Dynamics CRM

Kintone’s integration with Microsoft Dynamics CRM allows users to utilize CRM’s database program while still using Kintone’s data visualization capabilities. This integration allows users to have a more dynamic way of analyzing data through their Kintone dashboard. For example, users can pull up information from CRM’s database program on their Kintone dashboards while still being able to view charts and other graphs or information from their digital workspace. The integration of both platforms also allows users to have platform-specific functions available in their Kintone dashboard. These functions give users more flexibility when sharing data between both platforms. With the help of the integration of platform-specific functions into the Kintone dashboard, users can connect both platforms together while still using Kintone’s features in their dashboard.

Benefits of Integration of Kintone and Microsoft Dynamics CRM

Kintone’s integration with Microsoft Dynamics CRM gives users more flexibility in sharing data between both platforms. For example, the integration gives users the option to export data from CRM to Kintone without any hassle. The integrations also allow users to update data in CRM while viewing charts or graphs in their Kintone dashboard. By having these integrations available in different dashboards for both platforms, it makes it easier for users to manage their businesses by having them all in one place.

The process to integrate Kintone 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 July 01, 2022 5:55 am