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Wave + Microsoft Dynamics CRM Integrations

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

  • No code
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  • Lightning Fast Setup
Wave Integrations
About Wave

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.

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.

Microsoft Dynamics CRM Integrations
Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Zoho CRM
  • Salesforce Salesforce
  • Pipedrive Pipedrive

Best ways to Integrate Wave + Microsoft Dynamics CRM

  • Wave Microsoft Dynamics CRM

    Wave + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Wave Microsoft Dynamics CRM

    Wave + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Wave Microsoft Dynamics CRM

    Wave + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Wave Microsoft Dynamics CRM

    Wave + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Wave Microsoft Dynamics CRM

    Wave + Microsoft Dynamics CRM

    Create Case to Microsoft Dynamics CRM from New Customer in Wave Read More...
    Close
    When this happens...
    Wave New Customer
     
    Then do this...
    Microsoft Dynamics CRM Create Case
  • Wave {{item.actionAppName}}

    Wave + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Wave + Microsoft Dynamics CRM in easier way

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

    Triggers
  • New Customer

    Triggers when a new customer is added to a business you choose.

  • New Invoice

    Triggers when a new invoice is created.

  • 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 Customer

    Creates a customer in a business that you choose.

  • Create Invoice

    Creates a new invoice.

  • Create Product or Service

    Creates a product or service in a business that you choose.

  • Record Transaction

    Records a transaction in a business.

  • 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

Show All

How Wave & Microsoft Dynamics CRM Integrations Work

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

    (2 minutes)

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

Integration of Wave and Microsoft Dynamics CRM

Wave

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

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.

Integration of Wave and Microsoft Dynamics CRM

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.

Benefits of Integration of Wave and Microsoft Dynamics CRM

Integration of Wave and Microsoft Dynamics CRM provides many benefits such as:

  • Data and files can be shared more easily between users and teams;
  • Cplaborative workflows can be created by linking some tops like SharePoint Online or Google Apps with Microsoft Dynamics CRM;
  • Data from one system is always available in another system without requiring any custom programming;
  • People can communicate more effectively because they can interact with documents that are stored in wave;
  • It allows people to work with multiple documents simultaneously because they can access multiple documents at a time;
  • Users can keep track of activity streams so they can stay up-to-date on what’s happening with their files;
  • It is easy to invite cpleagues to edit or comment on documents, spreadsheets, presentations, images, etc.;
  • Users can discuss document with others;
  • Users can invite cpleagues to edit or comment on documents when they are offline;
  • Users can add files that were created outside of wave into a Wave;
  • In a wave, users can add files that were created outside of wave into a wave;
  • Users can add data from outside sources into a Wave;
  • Users can add data from outside sources into a Wave;
  • It gives the users the ability to share content outside of their team without having to give out confidential information;
  • It helps companies to get more value out of existing data because it allows users to get their hands on it easily;

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.

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