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Microsoft Teams + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

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

  • Zoho CRM Zoho CRM
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Best ways to Integrate Microsoft Teams + Microsoft Dynamics CRM

  • Microsoft Teams Microsoft Dynamics CRM

    Microsoft Teams + Microsoft Dynamics CRM

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

    Microsoft Teams + Microsoft Dynamics CRM

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

    Microsoft Teams + Microsoft Dynamics CRM

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

    Microsoft Teams + Microsoft Dynamics CRM

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

    Microsoft Teams + Microsoft Dynamics CRM

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

    Microsoft Teams + {{item.actionAppName}}

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

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

    Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • 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
  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • 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 Microsoft Teams & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Microsoft Teams 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 Teams 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 Teams and Microsoft Dynamics CRM

Microsoft Teams is a chat-based workspace in Office 365. It is an extension of the Microsoft Skype application, which is available on Windows desktops and mobile devices. Microsoft Teams includes Skype integration, cloud storage, and text, audio, and video chat between users. The software integrates with various other Microsoft products to allow for team cplaboration and real-time co-authoring.

Microsoft Teams is a free service that is integrated into Microsoft Office 365. The desktop version of Microsoft Teams is available for Windows 10, macOS, and Microsoft Surface Hub, while the mobile app is available for Android and iOS.

Microsoft Dynamics CRM is a customer relationship management (CRM. system offered by Microsoft as part of their Dynamics business spution suite. It was originally developed by Great Plains Software, which Microsoft acquired in 2001. Since then it has been offered as both on-premises software or hosted services.

Microsoft Dynamics CRM allows companies to manage their customers and sales pipeline using a single platform. It provides a comprehensive set of tops that help businesses improve sales processes, increase employee productivity, and measure results.

Integration of Microsoft Teams and Microsoft Dynamics CRM

Microsoft Teams and Microsoft Dynamics CRM provide tops to help organizations work smarter. They provide the ability to communicate quickly and easily with teammates, share ideas with customers, and use data to make decisions that drive business success. In addition, they are designed to work together at every stage of business—from marketing to sales to service.

The integration of Microsoft Teams and Microsoft Dynamics CRM allows teams to make every interaction count by working smarter together. The two platforms complement each other with shared goals for helping teams be more productive, cplaborative, and efficient regardless of where they are or how they work best. This integration will continue to get better through the regular updates from both teams.

Microsoft Teams’ intelligent search capability enables users to quickly find the files they need by not just searching a person’s name or document title, but also by searching across documents related to conversations in Teams. Once text is found in any conversation or file attachment, users can click the “Search” button to retrieve a full list of relevant files across their organization. Users can also search for information outside of their organization by searching on the web or Wikipedia.

Microsoft Dynamics CRM’s integration with Teams allows users to search within CRM records directly within Teams conversations. Users can open their CRM record into a new tab within Teams so they can easily review and update information that’s relevant for the conversation. To take advantage of this feature, organizations must have an active Office 365 subscription that includes both CRM Online and Teams as well as a standalone license for Dynamics CRM Online on premises or online. Organizations that do not have a license for Dynamics CRM Online can get this feature with the Dynamics CRM Essentials plan or by adding an Azure Active Directory Premium plan with Office 365 Business Premium.

Benefits of Integration of Microsoft Teams and Microsoft Dynamics CRM

The integration of Microsoft Teams and Microsoft Dynamics CRM provides several benefits for organizations:

Increase productivity. Intelligent search within Microsoft Teams can help users find information quickly and eliminate time wasted searching for files across multiple apps and systems.

Intelligent search within Microsoft Teams can help users find information quickly and eliminate time wasted searching for files across multiple apps and systems. Improve efficiency. With easy access to CRM records in Microsoft Teams, users can quickly find the information they need without leaving their team workspace. And with chat-based communication in both applications, users can provide quick responses from within Teams without switching contexts between different applications. Being able to see what’s happening in real time in both spaces increases the efficiency of teams overall.

With easy access to CRM records in Microsoft Teams, users can quickly find the information they need without leaving their team workspace. And with chat-based communication in both applications, users can provide quick responses from within Teams without switching contexts between different applications. Being able to see what’s happening in real time in both spaces increases the efficiency of teams overall. Increase user adoption. With built-in integration, there’s no additional setup required for users who already have accounts on either platform. By connecting accounts with Azure Active Directory Connect or another identity provider, users will automatically be provided access to all features associated with the incoming account when they sign into one application or another. This will ensure that everyone in your organization has access to the tops that help them be more productive and successful at work.

In conclusion, I think that it is important that we should add an integration between Microsoft Teams and Microsoft Dynamics CRM because it will benefit us as students (since it will save us a lot of time researching.

The process to integrate Microsoft Teams 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.