Integrate Trello with Microsoft Dynamics CRM

Trello is a top that helps you to organize your projects and work. It has gained popularity for being the easiest way to manage team’s tasks. Trello is used by millions of users and more than 200,000 businesses around the world. It is flexible enough to be used for organizing both small and large teams. You can create boards to organize your work. A board is a cplection of lists, cards, and checklists. All these components are designed to help you visualize all of your projects in an easy-to-understand way.

Microsoft Dynamics CRM is a customer relationship management software. Microsoft Dynamics CRM helps businesses to increase retention, increase sales, and improve customer service. It comes with tops like customer insights, marketing automation, and sales automation. It helps you to store all your contacts, activities, messages, and tasks in one place so that you can focus on what matters most to your business.

Trello integrates with many other applications, including Microsoft Dynamics CRM, Salesforce, Slack, Appy Pie Connect, Jira, Zendesk, Asana, Google Apps, Box, Dropbox, Evernote, OneDrive, and Outlook.

Integration of Trello and Microsoft Dynamics CRM

Because of its simplicity and ease of use, Trello is ideal for task management and project management. It has been used by a lot of companies as an alternative to the more complex project management software like Microsoft Project. Many companies use Trello to manage their software development process. Trello works great for distributed teams that work virtually. It also supports offline usage which means that you can sync your work later when you have internet access again.

The integration between Trello and Microsoft Dynamics CRM makes it easier for managers and salespeople to cplaborate with each other. With this integration, they can easily track opportunities on one board and see the status of the entire sales process in real time. The sales team can see the customer information and notes from Microsoft Dynamics CRM on the same board where they have their tasks and activities from Trello. With this integration, users can assign tasks to others directly from Microsoft Dynamics CRM. Not only that but they can also see the statuses on cards from both applications on a single board.

Benefits of Integration of Trello and Microsoft Dynamics CRM

Trello’s integration with Microsoft Dynamics CRM provides benefits in three ways:

• Tasks are assigned quickly through the integration between these two applications.
• With this integration between Trello and Microsoft Dynamics CRM, tasks are automatically created in Microsoft Dynamics CRM when you mark them as complete in Trello. This will ensure that no task gets lost or forgotten about when moving from one stage to another.
• When using this integration together with Salesforce’s integration with Trello, salespeople can see opportunity details such as contact information and notes directly from Microsoft Dynamics CRM when they have the opportunity related card open in Trello. With this integration, sales representatives can easily stay up to date with their prospects by working directly from Trello. They don’t have to switch back and forth between applications to get all the information they need about an opportunity. They can view contact information about their prospects along with any notes they need by just clicking on a card!

The process to integrate Trello 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.