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Salesforce + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

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
  • Salesforce Salesforce
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Best ways to Integrate Salesforce + Microsoft Dynamics CRM

  • Salesforce Microsoft Dynamics CRM

    Salesforce + Microsoft Dynamics CRM

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

    Salesforce + Microsoft Dynamics CRM

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

    Salesforce + Microsoft Dynamics CRM

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

    Salesforce + Microsoft Dynamics CRM

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

    Salesforce + Microsoft Dynamics CRM

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

    Salesforce + {{item.actionAppName}}

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

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

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • 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
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

  • 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 Salesforce & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Salesforce and Microsoft Dynamics CRM

Introduction. Salesforce, the world’s leading CRM software is in partnership with Microsoft. In order to make their products more competitive, they have joined hands with each other.

Integration of Salesforce and Microsoft Dynamics CRM

Salesforce brings out a plug-in that will enable their users to integrate data from Microsoft Dynamics CRM with Salesforce. The new plug-in called “Salesforce for Dynamics” will be released in Spring 2014.

Features of the new plug-in are as fplows.

It will allow users to easily synchronize data between Salesforce and Microsoft Dynamics CRM. It also provides a single view of all the data in both CRMs. It allows users to create custom views and dashboards using data from both systems.

Benefits of Integration of Salesforce and Microsoft Dynamics CRM

Users can easily access data from both systems and can perform batch updates and mass updates at a faster rate. The users can create custom views and dashboards using data from both CRMs. Users can easily share out information with others as the data is synchronized between both systems. Advanced features such as trigger integration are available.

Conclusion. Salesforce and Microsoft working together will definitely result in more growth in the market of CRM software and cloud computing. This cplaboration will help organizations that use CRM software to take business decisions based on real time data.

The process to integrate Salesforce 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.