Integrate Magento 2.X with Microsoft Dynamics CRM

Appy Pie Connect allows you to automate multiple workflows between Magento 2.X and Microsoft Dynamics CRM

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About Magento 2.X

Magento 2.x is an open-source e-commerce platform written in PHP. It is one of the most popular e-feature-rich platforms that you to manage your eCommerce store without any hassle.

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 Magento 2.X and Microsoft Dynamics CRM Integrations

  • Magento 2.X Integration Microsoft Dynamics CRM Integration

    Magento 2.X + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Magento 2.X Integration Microsoft Dynamics CRM Integration

    Magento 2.X + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Magento 2.X Integration Microsoft Dynamics CRM Integration

    Magento 2.X + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Magento 2.X Integration Microsoft Dynamics CRM Integration

    Magento 2.X + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Magento 2.X Integration Microsoft Dynamics CRM Integration

    Magento 2.X + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Sales Order Shipment in Magento 2.X Read More...
    Close
    When this happens...
    Magento 2.X Integration New Sales Order Shipment
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Magento 2.X Integration {{item.actionAppName}} Integration

    Magento 2.X + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Magento 2.X + Microsoft Dynamics CRM in easier way

It's easy to connect Magento 2.X + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Customer

    Triggers when Magento gets a new customer.

  • New Order

    Triggers when a new order is created (with line item support).

  • New Product

    Triggers when a new product is created in Magento.

  • New Sales Order Credit Memo

    Triggers when a new sales order creditmemo is created.

  • New Sales Order Invoice

    Triggers when a new sales order invoice is created (with line item support).

  • New Sales Order Shipment

    Triggers when Magento gets a new sales order shipment (with line item support).

  • Updated Customer

    Triggers when Magento gets a updated customer.

  • 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 Category

    Create a new category

  • Create Customer

    Create a new customer

  • Create Order

    Create a new catalog order

  • Create Product

    Create a new catalog product

  • Create Sales Order Comment

    Create a new sales order comment

  • Create Sales Order Invoice

    Create a new sales order invoice

  • Create/Update Product

    Create/update a new catalog product

  • Update Product

    Update a catalog product

  • 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 Magento 2.X & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Magento 2.X 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 Magento 2.X to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Magento 2.X and Microsoft Dynamics CRM

Today it is important for a business to get closer to customers. But, in fact, you have to have a close connection not just with one customer but with many customers. The integration of Magento 2.X and Microsoft Dynamics CRM is a great opportunity for any business in order to get closer to customers and in order to improve the level of customer service.

In this section we have to describe the benefits of integration of Magento 2.X and Microsoft Dynamics CRM.

  • Maintaining data

Magento 2.X and Microsoft Dynamics CRM help to maintain data in a timely manner. In fact, they run in tandem so that you can avoid problems associated with data loss. Integration of these two systems also helps to prevent data duplication. If you use Magento 2.X and Microsoft Dynamics CRM, then your business will not need a data warehouse because both systems will be a data warehouse for you.

  • Improved customer service

As soon as you integrate Magento 2.X and Microsoft Dynamics CRM, you will be able to offer better customer service. In fact, these two systems allow you to provide the best customer support by providing information about your products and services in real time. Moreover, you can accumulate data about your customers and this will help you improve your product line and your services.

  • Easier maintenance

Magento 2.X and Microsoft Dynamics CRM are easy to maintain because they are integrated into a single platform. In other words, you do not have to worry about maintenance issues since all these systems are part of a single platform that allows instant updates and upgrade without additional costs. Moreover, integration of Magento 2.X and Microsoft Dynamics CRM allows you to spve problems faster and more efficiently.

  • Business analytics

You can improve business analytics if you integrate Magento 2.X and Microsoft Dynamics CRM. In fact, these two systems cplect data from various sources and store it in one place. This way, you can use the information about your clients’ behavior which will help you improve your products and services as well as your marketing strategy. Moreover, integration of Magento 2.X and Microsoft Dynamics CRM allows you to offer personal customer support because now you can see what products your client needs.

In conclusion, we must say that integration of Magento 2.X and Microsoft Dynamics CRM is a great opportunity for any business in order to get closer to customers and in order to improve the level of customer service.

The process to integrate Magento 2.X 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.