Integrate Vend with Microsoft Dynamics CRM

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

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About Vend

Vend is a cloud-based point of sale system for retailers of all types and sizes. Vend gives you access to the tools and insights you need to take care of your business—on any device, from anywhere.

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

Explore quick connects

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Connect Vend + Microsoft Dynamics CRM in easier way

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

  • Triggers
  • New / Updated Customer

    Trigger when new customer added or update any old customer.

  • New / Updated Product

    Trigger when new product added or update any old product.

  • New Register Closures

    Trigger when a new register closures

  • New Sale

    Trigger when new sale added.

  • New Sale (Line Item Support)

    Trigger when new sale added.

  • New Supplier

    Trigger when new supplier added.

  • New Updated Consignment

    Trigger when new consignment is added or existing one is updated.

  • Updated Inventory

    Trigger when a inventory 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.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • Actions
  • Create / Update Product

    Create / Update Product

  • Create Order

    Create a new order.

  • Create or Update Customer

    Create or update a customer.

  • Update Customer

    Update a existing customer.

  • Update Inventory By Product

    Update Inventory Details By Product.

  • 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 Vend & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Vend and Microsoft Dynamics CRM

  • Vend is an online POS software that enables you to manage your business effectively. It helps you to manage, sell and track your products, handle inventory, calculate taxes and more. You can access it from any location using any device. This is one of the reasons why Vend has become so popular with small businesses.
  • Microsoft Dynamics CRM is a customer relationship management software. It provides a comprehensive spution for your business enabling you to manage all client relationships through every step of the sales process. This includes managing leads, opportunities, contacts, tasks, activities, appointments, notes, etc.
  • Integration of Vend and Microsoft Dynamics CRM

    Vend and Microsoft Dynamics CRM are two different pieces of software that can work together. Vend is an ecommerce platform that allows you to sell products online. Microsoft Dynamics CRM is a customer relationship management software. Vend does not have a native integration with Microsoft Dynamics CRM, but with some custom development you can connect the two platforms which will enable you to manage your customer relationships while still maintaining a great ecommerce spution.

    Benefits of Integration of Vend and Microsoft Dynamics CRM

    The benefits of integration between these two platforms are numerous:

    · Connecting the two systems will help you keep track of your customers’ activity across different channels. For example, you can use this connection to help you identify customers who do not move beyond the shopping cart in your ecommerce store and try to call or email them to see if they need assistance with their purchase.

    · The connection between these two systems means that you will get a better picture of your customers (including those who purchased from your ecommerce store. and can provide them with better service by way of higher quality insights into their behavior. Additionally, your customer engagement team may be able to understand your customers better and offer them more relevant promotions.

    In conclusion, it is clear that the integration of Vend and Microsoft Dynamics CRM is extremely beneficial. You can use the two systems together to get a better understanding of all your customers and track their activity across different channels and devices. If you would like to learn more about integration between these two platforms, please contact our support team at [email protected]

    The process to integrate Vend 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