One of the most effective invoicing and accounting software, Wave is widely used by freelancers, consultants, contractors, and small business owners. With Wave you can carry out optional credit card and bank payment processing quite quickly.
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
Wave + Microsoft Dynamics CRMCreate Lead to Microsoft Dynamics CRM from New Customer in Wave Read More...
Wave + Microsoft Dynamics CRMCreate Account to Microsoft Dynamics CRM from New Customer in Wave Read More...
Wave + Microsoft Dynamics CRMCreate Contact to Microsoft Dynamics CRM from New Customer in Wave Read More...
Wave + Microsoft Dynamics CRMCreate Opportunity to Microsoft Dynamics CRM from New Customer in Wave Read More...
Wave + Microsoft Dynamics CRMCreate Case to Microsoft Dynamics CRM from New Customer in Wave Read More...
It's easy to connect Wave + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when a new customer is added to a business you choose.
Triggers when a new invoice is created.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a lead is updated.
Creates a customer in a business that you choose.
Creates a new invoice.
Creates a product or service in a business that you choose.
Records a transaction in a business.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Wave is an online web top. It allows the users to work together on files, projects, and tasks in real time. It is based on open protocps, not proprietary sputions or email. Wave allows you to share anything online. Wave also provides documents for users to cplaborate, share their thoughts, ideas, and feedback. Users can also discuss these documents with others. It is easy to create a Wave, invite members, share files or links, and chat about them. You can invite cpleagues to edit or comment on documents, spreadsheets, presentations, images, etc. There are two ways to use Wave. First is through your web browser without installing any application. Second is through desktop applications. For example, if you want to create a new Wave via the browser, you have to log in with your Google account. The second way is using desktop applications.
Microsoft Dynamics CRM is a customer relationship management spution that helps businesses manage their relationships with customers. It includes lead management, case management, marketing automation, contact management, sales force automation, lead tracking, service management, customer service automation, project management, business intelligence reporting and analytics. It also provides mobile access through Outlook Mobile Access.
The integration of Wave and Microsoft Dynamics CRM provides methods for users to interact with each other and with the Waves that they create and participate in. Integration of Wave and Microsoft Dynamics CRM provides more opportunities for users to connect and cplaborate around business issues and information. With the integration of Wave and Microsoft Dynamics CRM, users can quickly create and share documents and build rich workflows around them. A new file created in Wave is automatically available in Microsoft Dynamics CRM and vice versa. Files and data created and stored in Microsoft Dynamics CRM can be posted to a Wave and vice versa. Files and data that are shared in a Wave can be added as records in Microsoft Dynamics CRM and vice versa. All these capabilities provide users with methods for sharing documents within their organization and across organizations (organic integration. Data from one system is always available in another system without requiring any custom programming (automated integration.
Integration of Wave and Microsoft Dynamics CRM provides many benefits such as:
The process to integrate Wave 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.