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Integrate Paypal with Microsoft Dynamics CRM

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

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About Paypal

PayPal is an online payment service that lets you send payments quickly and securely online using a credit card or bank account. It is the quicker, safer way to pay and get paid online, in stores and more.

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 Paypal and Microsoft Dynamics CRM Integrations

  • Paypal Integration Microsoft Dynamics CRM Integration

    Paypal + Microsoft Dynamics CRM

    Create Lead from Microsoft Dynamics CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Lead
  • Paypal Integration Microsoft Dynamics CRM Integration

    Paypal + Microsoft Dynamics CRM

    Create Account from Microsoft Dynamics CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Account
  • Paypal Integration Microsoft Dynamics CRM Integration

    Paypal + Microsoft Dynamics CRM

    Create Contact from Microsoft Dynamics CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Contact
  • Paypal Integration Microsoft Dynamics CRM Integration

    Paypal + Microsoft Dynamics CRM

    Create Opportunity from Microsoft Dynamics CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Opportunity
  • Paypal Integration Microsoft Dynamics CRM Integration

    Paypal + Microsoft Dynamics CRM

    Create Case from Microsoft Dynamics CRM from Successful Sale to Paypal Read More...
    Close
    When this happens...
    Paypal Integration Successful Sale
     
    Then do this...
    Microsoft Dynamics CRM Integration Create Case
  • Paypal Integration {{item.actionAppName}} Integration

    Paypal + {{item.actionAppName}}

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

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

    Triggers
  • Refunded Sale

    Only refunded payments trigger this.

  • Successful Sale

    Only successfully payment data trigger this.

  • 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
  • Add tracking information

    Add tracking information with or without tracking numbers

  • Create Draft Invoice

    Creates a draft invoice.

  • Create Order

    Creates an order

  • Send invoice

    Sends or schedules an invoice, by ID, to be sent to 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 Paypal & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Paypal and Microsoft Dynamics CRM

Paypal is a leading global online payments company. People can send / receive money from friends and family anywhere in the world, as long as they have an email address or mobile phone number. Paypal also includes an eBay-integrated payment spution that helps people pay for eBay items quickly and easily. Paypal processes transactions through its subsidiary company, Braintree, which acquired Venmo, a mobile payment spution.

Microsoft Dynamics CRM is a customer relationship management application developed by Microsoft. It was originally developed by Great Plains Software, which Microsoft bought in 2001. Dynamics CRM is now a component of the overall Microsoft Dynamics product line. As with many other Microsoft server applications, it is designed to run on Windows Server operating systems. A client component is also available for Microsoft Windows, OS X, Linux, iOS and Android.

Paypal is one of the largest online payment services in the world. It is one of the leading competitor against the biggest internet company in China, Mobile Payment (Alipay. In China, Alipay dominates the market because it has more than 500 million users and supports all major credit cards and debit cards in China. As a result, Alibaba’s share price has been rising rapidly since 2009 because of its growing revenues from Alipay. However, Alipay does not support non-Chinese credit cards. To compete with Alipay, Paypal has launched its unified cross-border payment service, which supports international bank card payment via Paypal. This is the first time that Paypal has had this function in China. Because Paypal does not charge transaction fees to merchants when they use this service, Paypal hopes that the service will attract Chinese consumers to choose Paypal over Alipay.

Microsoft’s Dynamics CRM is a customer relationship management software that manages all your customer interactions across channels and devices from one place. The CRM system allows you to connect to partners and customers to improve customer experience and drive revenue growth. You can also manage multiple business units from a single conspe. CRM can help you provide better customer experience across multiple channels including web, email, phone, and social media. CRM helps you increase productivity by automating routine activities such as sales leads and fplow up tasks using workflow automation. It also helps you empower staff to sell more with self-service capabilities like chat and social media engagement.

Paypal will be more favorable to set up a payment platform for Chinese merchants as it may attract Chinese consumers to use their services. Paypal will benefit from launching unified cross-border payment service because it can attract Chinese customers and expand their market share in China through providing a new cross-border payment service. If Paypal attracts more Chinese customers, they may gain more profits from their business in China. Coupled with the growth of Paypal’s popularity in China, Paypal’s market value will rise also if they are able to record more Chinese users each year. Ultimately, Paypal will continue to grow as an online payment services provider in China as well as in other countries around the world.

Microsoft aims to make Dynamics CRM a global product by emphasizing on its flexibility and ability to connect with other products like Skype for business and Power BI. By integrating these products into the system, Dynamics CRM can become a one-stop platform for businesses and organizations. This will allow Dynamics CRM to compete more effectively against other similar products like Salesforce and Oracle Siebel. However, there is still no clear advantage of Dynamics CRM over its competitors due to Microsoft’s incomplete product development process.

The process to integrate Paypal 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.