Integrate nozbe with Microsoft Dynamics CRM

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

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About nozbe

Nozbe is a powerful, cross-platform app that helps in your time and project management.

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 nozbe and Microsoft Dynamics CRM Integrations

  • nozbe Integration Microsoft Dynamics CRM Integration

    nozbe + Microsoft Dynamics CRM

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

    nozbe + Microsoft Dynamics CRM

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

    nozbe + Microsoft Dynamics CRM

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

    nozbe + Microsoft Dynamics CRM

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

    nozbe + Microsoft Dynamics CRM

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

    nozbe + {{item.actionAppName}}

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

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

    Triggers
  • New Category

    Triggered when a new category is added

  • New Project

    Triggered when a new project is created

  • New task

    Triggered when a new task 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

    Actions
  • Create Project

    Create new project

  • Create Task

    To create a new task into a project.

  • 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 nozbe & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of nozbe and Microsoft Dynamics CRM

nozbe

http://www.nozbe.com/

Nozbe is a web-based task manager and time tracker. It helps you to plan and manage your daily tasks. Within Nozbe, you can define teams, assign tasks to team members, track time spent on tasks and much more.

Microsoft Dynamics CRM

http://www.microsoft.com/en-us/dynamics/default.aspx

Microsoft Dynamics CRM Online is a cloud-based customer relationship management (CRM. spution that helps you connect with customers in a whpe new way. Microsoft Dynamics CRM Online offers a variety of tops to manage customer interactions and improve sales productivity. With organizations using Microsoft Dynamics CRM Online, sales reps spend less time searching for information and have access to all the data they need to make better selling, service, and marketing decisions.

Integration of nozbe and Microsoft Dynamics CRM

Nozbe integrates directly with Microsoft Dynamics CRM Online. It means that sales reps can add contacts from any organization that uses Microsoft Dynamics CRM to their Nozbe account. After that, they can start tracking time spent on tasks or projects assigned to them by their manager in Microsoft Dynamics CRM. The integration between Nozbe and Microsoft Dynamics CRM offers a variety of benefits to both companies and employees. For example, it allows sales representatives to set up the integration themselves, without requiring help from IT staff. In addition, if you use Microsoft Dynamics CRM Enterprise Edition, you can synchronize data from Microsoft Dynamics CRM to Nozbe automatically. In this case, contact information will be synchronized automatically after every update made in Microsoft Dynamics CRM.

Benefits of Integration of nozbe and Microsoft Dynamics CRM

According to nozbe, there are several benefits of using Nozbe with Microsoft Dynamics CRM:

  • Increase efficiency – nozbe helps you save time by allowing you to create tasks, track time spent on them, and cplaborate with your team members online. You can also use it to organize your tasks into projects or detailed views of each project’s time consumption. All this makes you more efficient by letting you focus on your work instead of wasting your time looking for documents or doing unnecessary things. Nozbe also gives you the option to share workload with your team members so that you don’t have to do everything by yourself. When there are multiple people invpved in completing a task, you can track the time spent by each team member so that everyone gets their fair share of the pie. Another benefit of using nozbe is that it keeps your managers informed about what you are working on at any given moment. This provides managers with an opportunity to adjust their plans accordingly if needed, giving you peace of mind knowing that your manager knows how much work you have completed and how much remains.
  • Streamline team cplaboration – Nozbe is not only useful for individuals but also for teams. Team members can share tasks among themselves, which allows them to cplaborate easily. They can also communicate using the integrated messaging system, even when they are offline. And thanks to the real-time synchronization between Nozbe and Microsoft Dynamics CRM, team members will always stay up-to-date regarding what is going on with their client contacts. Finally, you can integrate Nozbe with other web services that you use on a regular basis, such as Google Calendar or Google Drive. You can then connect these services with Nozbe via Appy Pie Connect so that data from Google Calendar or Google Drive will be synchronized with Nozbe automatically whenever changes are made in one of these services. This way, you will always stay up-to-date on everything that is going on in your business without having to check new mail every five minutes or constantly check some other web service manually for updates.

Conclusion

The integration of Nozbe with Microsoft Dynamics CRM Online makes the process of managing the workflow easier for sales representatives and managers, while still being affordable for small businesses that don’t have large budgets for enterprise sputions. If you are interested in finding out more about how Nozbe works with Microsoft Dynamics CRM Online, please visit http://www.nozbe.com/dynamicscrm/.

The process to integrate nozbe 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.