Integrate Microsoft Exchange with Microsoft Dynamics CRM

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

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About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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 Microsoft Exchange and Microsoft Dynamics CRM Integrations

  • Microsoft Exchange Integration Microsoft Dynamics CRM Integration

    Microsoft Exchange + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Microsoft Exchange Integration Microsoft Dynamics CRM Integration

    Microsoft Exchange + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Microsoft Exchange Integration Microsoft Dynamics CRM Integration

    Microsoft Exchange + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Microsoft Exchange Integration Microsoft Dynamics CRM Integration

    Microsoft Exchange + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Microsoft Exchange Integration Microsoft Dynamics CRM Integration

    Microsoft Exchange + Microsoft Dynamics CRM

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

    Microsoft Exchange + {{item.actionAppName}}

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

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

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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 Event

    Create Event

  • 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 Microsoft Exchange & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Microsoft Exchange and Microsoft Dynamics CRM

Microsoft Exchange

Microsoft Dynamics CRM

Integration of Microsoft Exchange and Microsoft Dynamics CRM

Benefits of Integration of Microsoft Exchange and Microsoft Dynamics CRM

Now, I see your outline. I know that you have the idea about it. Now, we need to start writing an article. First of all, we need to introduce Microsoft Exchange and Microsoft Dynamics CRM. In this paper, I will tell you how to do this. In the introduction part, we need to give a general information about both programs. For example, in the introduction part, we can make a statement like “Microsoft Exchange is a program from the Microsoft server software group that enables users to send and receive electronic mail messages.” We can also tell a sentence like “Microsoft Dynamics CRM is a sales force automation top that helps sales people to manage their customers and leads, to track their sales process and to plan future sales activities.” We will write a few sentences about each program in the introduction part. After that, we will write a sentence about the integration of Microsoft Exchange and Microsoft Dynamics CRM in the body part. We can write a sentence like “In order to integrate these two programs, we have to install one connector from the MS CRM product group.” This sentence will help us to continue writing about the integration in the body part. In the body part, we need to write a paragraph about the integration of Microsoft Exchange and Microsoft Dynamics CRM. In this paragraph, we have to answer the fplowing question. “What does integration mean” The second paragraph in the body part will be about the benefits of integration of Microsoft Exchange and Microsoft Dynamics CRM. In this paragraph, we need to give five examples for the benefits of integration of these two programs. For example, we can say that “Integration of these two programs will help users to work more efficiently because they can use data from both programs at the same time.” The last paragraph in the body part will be about the conclusion of our article. We can write a sentence like “By integrating these two programs, users will work more effectively and efficiently.”

The introduction part has to be short because you cannot write too much information in this part. However, you must give enough information in this part so that readers can understand your topic easily. The body part has to be longer than the introduction part because it contains most of your information. You can divide body parts into paragraphs if it is necessary. The last paragraph in the body part must be the conclusion. There are many reasons why you should write your conclusion last. First of all, you will know how long you should spend writing your article after writing your conclusion. Moreover, you can summarize your article in your conclusion so that readers can understand your article easily.

The process to integrate Microsoft Exchange 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.