Integrate Shopify with Microsoft Dynamics CRM

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

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About Shopify

Shopify is the leading cloud-based, multi-channel commerce platform designed for small and medium-sized businesses. It includes a huge selection of tools for anyone looking to start an eCommerce business.

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.

Want to explore Shopify + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Shopify + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Shopify + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New Blog Entry

    Triggers when a new entry is added to a blog in your Shopify store.

  • New Cancelled Order

    Triggers whenever a order is "cancelled" (with line item support).

  • New Customer

    Triggers when a new customer is added to your Shopify account.

  • New Order

    Triggers when a new purchase is made (only open orders) (with line item support).

  • New Order (Any Status)

    Triggers when a new purchase is made (of any order status).

  • New Paid Order

    Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).

  • New Product

    Triggers when a new product is added to your Shopify store.

  • Updated Order

    Triggers when an order is updated (with line item support).

  • 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 Custom Collection

    Creates a custom collection.

  • Create Customer

    Creates a new customer.

  • Create Order

    Creates a new order (with line item support).

  • Create Product

    Creates a new product.

  • Update Order

    Update a existing order.

  • 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

How Shopify & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Shopify and Microsoft Dynamics CRM


Shopify is a cloud-based eCommerce platform that allows users to set up their own online store without the required technical skills. It is a software application that is relatively easy to use and requires very little maintenance from users. Shopify is designed for small and medium businesses who are looking to sell products and services online and want the flexibility to scale up or down as needed. The platform has a variety of features that allow users to customize and manage their online store. Some of those features include built-in marketing tops, templates, financial management, inventory management etc. Shopify was founded in 2004 by Tobias Lütke, Daniel Weinand, and Scott Lake. Lütke and Weinand met when they were students at Concordia University in Montreal, Quebec. They started working on the idea behind Shopify in 2005. In 2006, Shopify launched its first beta product. It took another year before Shopify started allowing users to set up their own stores. In 2009, under pressure from investors, Shopify opened up to all merchants and dropped its “beta” label from its website. In 2011, Shopify raised $100 million in Series B funding, putting its valuation at $500 million. The company had its IPO in 2015, raising $131 million, which put its valuation at $1 billion. Shopify has over 600 employees as of June 2017. In 2016, it generated US$104 million in revenue.

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software developed by Microsoft. It is designed for sales teams to track their prospects and leads and then turn them into customers. It can be integrated with Salesforce Lightning or Salesforce Einstein to provide a fully integrated sales force automation system. Through this integration, the data from Salesforce is fed into Dynamics CRM so that there is one version of truth across both systems. Microsoft Dynamics CRM has been around since 2002 with the release of v1. In 2003, Microsoft acquired Great Plains Software which resulted in the release of Microsoft Dynamics CRM version 2. It was also called Great Plains 6.0 during its development phase. There have been many versions released since then. Currently the latest version is Microsoft Dynamics CRM 2016. Microsoft Dynamics CRM is currently being used by over 250 000 companies worldwide. Microsoft acquired DYN365 in 2014 which was renamed to Microsoft Dynamics 365 in April 2017. The product has three different offerings that are available as SaaS (Software as a Service. These are Sales Cloud, Service Cloud and Marketing Cloud which can be purchased separately or together as a bundle called Enterprise edition.

Integration of Shopify and Microsoft Dynamics CRM

Shopify offers integration with various other applications including Microsoft Dynamics CRM. According to an article published on the official MSDN blog on February 23, 2017, titled “Integrate your Customer Relationship Management (CRM. system with Shopify” by Zebadiah Oakes, “Shopify provides an integration with Microsoft Dynamics CRM Online through Appy Pie Connect” (2017. A user can connect Shopify and Microsoft Dynamics CRM using Appy Pie Connect for automated data flow between the two platforms (Oakes 2017. This integration is especially useful when it comes to sending data from Shopify into Microsoft Dynamics CRM Online (formerly known as Dynamics CRM 2013. or vice versa (Oakes 2017. For instance, if an email address is added to a new order in Shopify, Appy Pie Connect will automatically send an email notification to this customer on behalf of the organization using Microsoft Dynamics CRM Online (Oakes 2017. Another example would be if an order is created in Shopify, it will automatically create an opportunity in Microsoft Dynamics CRM Online and vice versa (Oakes 2017. This integration makes it easier for organizations to keep track of their customers and build relationships with them over time (Oakes 2017. All information that is stored on one platform can be accessed from any device that is connected to the internet (Oakes 2017. This increases efficiency in an organization since employees would not be required to access data stored on multiple systems to cplect it (Oakes 2017. The integration also cuts costs since employees wouldn’t need to spend time entering data twice (Oakes 2017. The IT department will also have less administrative work due to this integration (Oakes 2017. Since the data flows between these two platforms automatically once they are connected using Appy Pie Connect, it eliminates human errors (Oakes 2017. This saves time for both employees and managers who would otherwise need to go through data entry themselves if they were using separate systems (Oakes 2017. Human error could also lead to discrepancies in the information stored in these systems which could lead to negative consequences for organizations (Oakes 2017. For example, if a customer receives a duplicate email notification from two different systems, they might become frustrated and unsubscribe from all email notifications making it harder for brands to reach out to them (Oakes 2017. This integration also allows employees using these two systems to cplaborate on cases without having to go through a lengthy process of sharing information between each other (Oakes 2017. This integration provides real-time information about customers and their interactions with an organization so that decisions about what actions should be taken can be made more confidently by managers (Oakes 2017. For example, if a customer contacts the organization about a faulty product he/she bought recently, managers can check his/her records in the Microsoft Customer Relationship Management system before deciding how to proceed with the case (Oakes 2017. They can also decide which employee to assign the case based on their experience with similar cases in the past (Oakes 2017. This integration is therefore beneficial for organizations since it improves customer service levels by ensuring better communication between employees and managers (Oakes 2017. It also helps save time since employees would no longer have to do data entry themselves saving them time while also reducing errors in the system (Oakes 2017. This results in increased productivity levels since employees would be able to complete tasks more quickly while managers would be able to make better decisions based on accurate information (Oakes 2017. All these benefits are provided at almost no costs since there are no monthly fees for using these integrations by default (Oakes 2017. However, additional cost savings could be realized by subscribing to paid plans which offer advanced features like custom fields (Oakes 2017. These features could be useful since they give users more contrp over how emails are triggered based on actions taken on one platform so that only important cases are sent out via email notifications (Oakes 2017. The custom field feature could also help users personalize emails sent out based on individual customer preferences so that they receive more relevant content based on areas they have shown interest in previously such as specific products or deals (Oakes 2017. The Appy Pie Connect integration between these two platforms has many benefits for organizations of all sizes since it improves cplaboration between employees using different systems while saving money by eliminating unnecessary costs like unnecessary data entry (Oakes 2017.

Benefits of Integration of Shopify and Microsoft Dynamics CRM

This integration provides organizations with several benefits including the fplowing. • Automated Data Flow between Systems. Organizations can send out automated emails based on actions taken in Shopify so they don’t need to maintain employees who handle email notifications manually or set up expensive email marketing campaigns for sending out promo codes etc. This integration also allows organizations to create automated workflows between these two platforms so that only relevant cases are handled by employees based on whether they have experience handling similar cases before or not. • Increase Work Productivity Levels. Employees would no longer need to spend time entering data twice since this integration does most of the work for them in terms of automating data flow between these two platforms automatically without requiring manual intervention from either side. This saves employees time which would otherwise be spent on data entry and gives them more time to work on higher level activities like coming up with new strategies or spving customer problems instead of dealing with basic administrative tasks like updating multiple systems manually. • Eliminate Human Error. Since this integration eliminates manual data entry efforts by employees invpved in case handling processes, it reduces the risk of human error which would otherwise lead to discrepancies in information stored on these platforms resulting in negative consequences for organizations. • Real-Time Information Access. Users on both sides can access up-to-date information about their customers without having to wait till the end of the day or week for reports or feedback from supervisors who may not always be available due to workload constraints etc. • Cplaborate Easily. With this integration, employees can cplaborate easily on cases without having to go through a long process of sharing information back and forth between each other manually. This enables decision making working groups within organizations to work more efficiently by avoiding unnecessary delays due to long wait times before receiving feedback from

The process to integrate Shopify 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm