Integrate Slack with Microsoft Dynamics CRM

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

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About Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

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 Slack + Microsoft Dynamics CRM quick connects for faster integration? Here’s our list of the best Slack + Microsoft Dynamics CRM quick connects.

Explore quick connects

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Connect Slack + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

  • 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 Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

  • 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 Slack & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Slack and Microsoft Dynamics CRM

Slack?

Slack is a cloud-based team cplaboration software platform that helps to organize the workflow and communication. It has become one of the most used tops by companies to communicate and cplaborate.

Slack is an application that works on desktop and mobile devices. It integrates with other apps and services to provide users with easy access to data from any device or location.

The main purpose of Slack is to improve real-time communication between teams, allowing them to communicate faster and with less friction.

Slack has more than 120 integrations with third-party applications, such as Salesforce, Twitter, Google Drive, Dropbox and more. This makes it very flexible for users to integrate the apps they use every day into their workflows.

Some of the features of Slack are advanced search, direct messaging, group messaging, group chat room, private groups, in-app search, integration with third party applications, public groups and much more.

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management (CRM. software that provides business users with a platform to manage customer relationships. It helps companies build customer relationships, design and deliver great experiences and grow revenue.

Microsoft Dynamics CRM has been designed for businesses who want to focus on their customers. It can be used to manage all aspects of customers’ journey – from marketing to sales and service.

Microsoft Dynamics CRM can help users automate sales processes and nurture leads through the sales funnel. It can also be used to track the activities of prospects and existing clients, plan communications and create personalized marketing campaigns.

Integration of Slack and Microsoft Dynamics CRM

Microsoft Dynamics CRM is one of the integrated applications for Slack. Slack allows users to work more efficiently with the help of Microsoft Dynamics CRM. They can view alerts, deals, tasks and more directly from Slack. Users can also share deals, tasks, notes and discussions from Slack to create records in Microsoft Dynamics CRM.

Benefits of Integration of Slack and Microsoft Dynamics CRM

There are many advantages of integrating Slack with Microsoft Dynamics CRM:

  • Less time spent in using multiple tops. Integration of Slack with Microsoft Dynamics CRM reduces the amount of time users spend switching between different tops and applications, thus improving productivity. Users can simply switch between apps without leaving Slack. Thus, Microsoft Dynamics CRM becomes easier to use due to its integration with Slack.
  • Improved productivity. In addition to the above benefit, Slack integration also reduces the amount of time spent in different tasks by eliminating distractions caused by switching between applications and notifications from various apps. When Slack notifies users about new activity, they can immediately respond to notifications without having to go to different tops like email or text messages. This allows users to focus on their objectives and work without interruptions caused by notifications from other apps. Thus, productivity improves significantly when Slack is integrated with Microsoft Dynamics CRM. Moreover, if messages are sent through Slack, users can easily archive them without losing any information regarding conversations. This way, users do not need to log in or out from any app just to access files or messages that they have already received. Thus, the entire process becomes more efficient and productive for users.
  • Improved cplaboration. Integration of Slack with Microsoft Dynamics CRM creates better cplaboration between teams by eliminating the need for emails and other tops for internal communication. By integrating these two great tops, organizations can save a lot of money on third-party services that are used for messaging as well as on hardware costs for additional servers. Also because of its easy integration with other tops, Slack can be used in conjunction with other apps in order to increase team cplaboration even further. Teams can easily share information using Slack while continuing their discussions in other tops like Skype or Google Hangouts at the same time. Thus this integration makes cplaborations simpler and faster for teams as well as improves overall efficiency by reducing distractions due to overlapping communication channels.

Conclusion

The process to integrate Slack 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