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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

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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

What is Microsoft Teams?

Microsoft Teams is a communication platform that helps teams work together. It combines video calling, messaging, and file sharing into the one place for the entire team to stay connected. Teams has everything a team needs to get work done, from meetings to calls to messages and files. It allows users to communicate with each other in real time. Users can also share files, have meetings, or join video calls. It integrates with other Microsoft applications such as Office 365, Dynamics 365 and Azure. Microsoft Teams also supports third-party integrations such as SalesforceIQ and Slack.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is an application that allows users to manage their sales, marketing, customer service, and field service processes. The application allows users to automate business processes by integrating with other applications such as SharePoint. It can be used on PCs, Macs, tablets, and smartphones. The application can be deployed in the cloud or on-premises. Microsoft Dynamics CRM allows companies to grow faster by improving their sales performance and customer relationships.

Integration of Microsoft Teams and Microsoft Dynamics CRM

Microsoft Teams and Microsoft Dynamics CRM are integrated with each other so that they complement each other's functionalities. Microsoft Teams brings the power of group chat, meetings, voice calls, and video calls together to help businesses communicate more effectively. On the other hand, Microsoft Dynamics CRM enhances the power of Microsoft Teams by making it easier for users to connect with customers through email, phone call or face-to-face meetings. With the integration between Microsoft Teams and Microsoft Dynamics CRM, businesses can improve their productivity and customer engagement.

Benefits of Integration of Microsoft Teams and Microsoft Dynamics CRM

With the integration of Microsoft Teams and Microsoft Dynamics CRM, users will be able to:

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.