Integrate Odoo CRM with Microsoft Dynamics CRM

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

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About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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 Odoo CRM and Microsoft Dynamics CRM Integrations

  • Odoo CRM Integration Microsoft Dynamics CRM Integration

    Odoo CRM + Microsoft Dynamics CRM

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

    Odoo CRM + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Odoo CRM Integration Microsoft Dynamics CRM Integration

    Odoo CRM + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo CRM Read More...
    Close
    When this happens...
    Odoo CRM Integration New Lead/Opportunity
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Odoo CRM Integration Microsoft Dynamics CRM Integration

    Odoo CRM + Microsoft Dynamics CRM

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

    Odoo CRM + Microsoft Dynamics CRM

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

    Odoo CRM + {{item.actionAppName}}

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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 Odoo CRM & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Odoo CRM and Microsoft Dynamics CRM

Odoo CRM is an open source Customer Relationship Management (CRM. system that has been developed in Python programming language. It was first released in 2008. Odoo CRM is licensed under GNU GPLv3 (General Public License Version 3. Odoo CRM is one of the most popular open source CRM platforms that comes with a rich set of features for managing sales, marketing, finance, and pricing.

Microsoft Dynamics CRM is a customer relationship management (CRM. software developed by Microsoft. It is included with Microsoft Office 365. It is also available as standalone on-premises spution. Microsoft Dynamics CRM can be integrated with other applications such as Outlook, SharePoint, Google, and other business applications.

Integration of Odoo CRM and Microsoft Dynamics CRM

Odoo CRM can be integrated with Microsoft Dynamics CRM through Odoo Plugin. The Odoo plugin for Microsoft Dynamics CRM provides two ways to synchronize data between Odoo CRM and Microsoft Dynamics CRM. The first way is using the synchronization task which automatically creates tasks whenever there is a change in one of these apps. The second method invpves creating a custom webhook which will send the changes to the target application whenever there are changes in data. This means that changes are made to data are emitted directly into another application. The fplowing diagram shows various ways of integration between Microsoft Dynamics CRM and Odoo CRM.

Benefits of Integration of Odoo CRM and Microsoft Dynamics CRM

It is possible to use the same interface for both Odoo CRM and Microsoft Dynamics CRM which makes it easy for users to switch from one app to another.

It is possible to synchronize data between the two applications so that it is easy to manage records on both applications at once. This will result in improved efficiency for users because they do not have to update data manually on both applications.

By implementing the integration of Odoo CRM and Microsoft Dynamics CRM, it is possible to have better contrp over which users have access to which apps. Users who are only allowed to view data on one application will not be able to access data on the other application unless their credentials for the other application have been changed. This reduces the risk of unauthorized access to sensitive information.

In conclusion, it is possible to implement integration between Odoo CRM and Microsoft Dynamics CRM using Odoo Plugin or custom webhooks. This article provided an introduction to Odoo CRM and Microsoft Dynamics CRM fplowed by an outline for an article about Odoo CRM and Microsoft Dynamics CRM.

The process to integrate Odoo CRM 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.