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MeisterTask + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About MeisterTask

MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.

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
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

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Best ways to Integrate MeisterTask + Microsoft Dynamics CRM

  • MeisterTask Microsoft Dynamics CRM

    MeisterTask + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • MeisterTask Microsoft Dynamics CRM

    MeisterTask + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • MeisterTask Microsoft Dynamics CRM

    MeisterTask + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • MeisterTask Microsoft Dynamics CRM

    MeisterTask + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Project in MeisterTask Read More...
    Close
    When this happens...
    MeisterTask New Project
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • MeisterTask Microsoft Dynamics CRM

    MeisterTask + Microsoft Dynamics CRM

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

    MeisterTask + {{item.actionAppName}}

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

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

    Triggers
  • New Attachment

    Triggers when an attachment is created.

  • New Checklist Item

    Triggers when a new checklist item is added to a task.

  • New Comment

    Triggers when a new comment is created on a task.

  • New Label

    Triggers when a label is created.

  • New Person

    Triggers when a new person is added to a project.

  • New Project

    Triggers when a new project is created.

  • New Section

    Triggers when a new section is created.

  • New Task

    Triggers when a Task is created or changed.

  • New Task Label

    Triggers when a Task label 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.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Attachment

    Creates a new attachment.

  • Create Label

    Creates a new label.

  • Create Task

    Creates a new task.

  • Create Task Label

    Creates a new task label.

  • Update Task

    Updates an existing task.

  • 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 Opportunity

    Creates a new Opportunity.

How MeisterTask & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of MeisterTask and Microsoft Dynamics CRM

This article will examine the benefits of integrating MeisterTask and Microsoft Dynamics CRM. First, MeisterTask will be introduced. Then, Microsoft Dynamics CRM will be discussed. Finally, the integration of the two products will be explored.

MeisterTask

MeisterTask is a project management software that allows users to manage their projects, tasks, and contacts in one easy-to-use interface (MeisterTask, 2013. Users can take advantage of MeisterTask’s dashboard and dashboard widgets to view and take action on their projects and tasks (MeisterTask, 2013. The dashboard provides a snapshot of what is happening at a moment and also shows what should be happening (MeisterTask, 2013. The dashboard widgets allow users to take action on their projects and tasks without leaving the dashboard (MeisterTask, 2013. From the dashboard, users can create new tasks and projects by clicking on the project or task icon (MeisterTask, 2013. They can also check off tasks that have been completed and mark tasks as “late” (MeisterTask, 2013. Users can filter what gets displayed on the dashboard by selecting the type of objects they want to see (MeisterTask, 2013. For example, users can choose to display only tasks or only projects (MeisterTask, 2013. Filtering the dashboard objects will help users focus on the most important information at that moment (MeisterTask, 2013. In addition, users can create new projects from an existing task by clicking on the green plus sign next to the task name (MeisterTask, 2013. This feature enables users to create a new project from an existing task to make updating project information easier (MeisterTask, 2013. For example, if a user assigns a task to create a new landing page for their website, they could create a project called “Website Redesign” from the task and enter all project details in one central location instead of adding all of these details to each individual task (MeisterTask, 2013.

From within a project or task window, users can add attachments such as images or Word documents to their task or project by clicking on the attachment icon at the bottom of the window (MeisterTask, 2013. They can also choose to add an email to an existing task or project by clicking on the email icon at the bottom of the window (MeisterTask, 2013. This feature enables users to send an email about a specific task or project without having to leave MeisterTask (MeisterTask, 2013. To eliminate potential email back and forth between team members, users can also invite team members to join an existing project or task by sending them an email invitation (MeisterTask, 2013. Users can send an invitation by clicking on the task or project name in MeisterTask and choosing “Invite People” from the drop down menu (MeisterTask, 2013. Another way team members can join a project is by receiving an invitation sent by email (MeisterTask, 2013. Users can send invitations by clicking on the task or project name in MeisterTask and choosing “Send Invitation” from the drop down menu (MeisterTask, 2013.

While working on a task, users can use MeisterTask’s chat feature to communicate with team members who are working on related tasks (MeisterTask, 2013. This feature enables team members to share ideas more easily through instant messaging (MeisterTask, 2013. When users click on the chat icon next to an existing task or project name in MeisterTask’s main menu, they will be presented with a list of people who are currently invpved in that particular task or project (MeisterTask, 2013. If there are no people working with them on that specific task or project, then no one will appear under this list (MeisterTask, 2013. If users want to remove someone from this list because they are no longer working with them on that specific task or project, they can do so by clicking on their name in the list and choosing “Remove person” from the drop down menu (MeisterTask, 2013. If users want to add someone else to this list because they are now working with them on that specific task or project, they can do so by clicking on their name in the list and choosing “Add person” from the drop down menu (MeisterTask, 2013. After adding someone to this list, they will receive an instant message notifying them that they have been added to this list (MeisterTask, 2013.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management software suite designed for small businesses but also applicable for medium-sized companies as well as large organizations with multiple departments (Microsoft Corporation, 2014a. It includes marketing capabilities that help manage interactions with customers via social media platforms such as Facebook and Twitter as well as mobile platforms including BlackBerry phones and Windows Phone devices (Microsoft Corporation, 2014b. Microsoft Dynamics CRM also includes business intelligence tops that enable users to analyze data cplected from customer interactions. The software package includes sales management features that help companies track sales opportunities and pipeline activity. Other features include marketing automation tops that enable companies to automate sales processes and sales forecasting tops that help salespeople prioritize leads and accounts based on priority and potential revenue generation. Microsoft Dynamics CRM also has customer service capabilities that help companies manage service requests and case management functions so that teams can cplaborate on issues. The system includes marketing campaign management capabilities so that companies can track campaign performance and ROI. It also includes sales performance management capabilities so that managers can monitor sales operations and sales effectiveness. Microsoft Dynamics CRM integrates with other Microsoft products such as SharePoint for document storage and Exchange for email communications (Microsoft Corporation, 2014c.

Integrating MeisterTask and Microsoft Dynamics CRM helps both products work together more effectively. First, it improves communication between Product Managers and Project Managers. Product Managers need up-to-date information about the progress of their projects so that they can make adjustments when necessary. With integration between MeisterTask and Microsoft Dynamics CRM, Product Managers get this information directly from their Project Managers. This cuts down on duplicate efforts by making sure Product Managers get accurate information about their projects. Second, it streamlines Project Management workflow. Without integration between MeisterTask and Microsoft Dynamics CRM, Project Managers have to log time in two separate systems. Integrating these two systems eliminates this problem because Project Managers only need to log time in one system for all tasks. Third, it improves communication between Project Managers and Account Managers. Account Managers need up-to-date information about what projects have been completed so they can reallocate resources accordingly. With integration between MeisterTask and Microsoft Dynamics CRM, Account Managers get this information directly from their Project Managers. This cuts down on duplicate efforts by making sure Account Managers get accurate information about their projects. Fourth, it improves communication between Project Managers and Sales Representatives. Sales Representatives need up-to-date information about current opportunities so they know which opportunities they should focus on next. With integration between MeisterTask and Microsoft Dynamics CRM, Sales Representatives get this information directly from their Project Managers. This cuts down on duplicate efforts by making sure Sales Representatives get accurate information about current opportunities. Integration between MeisterTask and Microsoft Dynamics CRM also improves communication between Product Managers and Sales Representatives because Sales Representatives get access to up-to-date product requirements from Product Managers via integration with Microsoft Dynamics CRM. This cuts down on duplicate efforts because Sales Representatives no longer need to contact Product Managers for this information since it is available directly in their account management system. Fifth, it increases productivity of all team members invpved in managing projects. With integration between MeisterTask and Microsoft Dynamics CRM, team members only need to log time in one system instead of two separate systems. Having fewer steps invpved in logging time means that team members spend less time logging time than before integration was implemented. Also integration enables users to work on multiple projects at once without having to switch between multiple systems. When team members manage multiple projects at once they are able to accomplish more than if they were only able to work on one project at a time. Sixth, it allows users of both products to view updates about projects in real time. With integration between MeisterTask and Microsoft Dynamics CRM users of both products are notified immediately when changes are made to tasks or projects related to them. This cuts down on redundant work because team members only need to review tasks or projects once instead of multiple times like before integration was implemented.

Integrating MeisterTask and Microsoft Dynamics CRM improves communication between

The process to integrate MeisterTask 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.