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Zoho Books + Microsoft Dynamics CRM Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Zoho Books

Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.

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
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Best ways to Integrate Zoho Books + Microsoft Dynamics CRM

  • Zoho Books Microsoft Dynamics CRM

    Zoho Books + Microsoft Dynamics CRM

    Create Lead to Microsoft Dynamics CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Microsoft Dynamics CRM Create Lead
  • Zoho Books Microsoft Dynamics CRM

    Zoho Books + Microsoft Dynamics CRM

    Create Account to Microsoft Dynamics CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Microsoft Dynamics CRM Create Account
  • Zoho Books Microsoft Dynamics CRM

    Zoho Books + Microsoft Dynamics CRM

    Create Contact to Microsoft Dynamics CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Microsoft Dynamics CRM Create Contact
  • Zoho Books Microsoft Dynamics CRM

    Zoho Books + Microsoft Dynamics CRM

    Create Opportunity to Microsoft Dynamics CRM from New Item in Zoho Books Read More...
    Close
    When this happens...
    Zoho Books New Item
     
    Then do this...
    Microsoft Dynamics CRM Create Opportunity
  • Zoho Books Microsoft Dynamics CRM

    Zoho Books + Microsoft Dynamics CRM

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

    Zoho Books + {{item.actionAppName}}

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

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

    Triggers
  • New Contact

    Triggers when a new contact is created.

  • New Credit Notes

    Triggers every time a new credit note is created.

  • New Estimate

    Triggers every time a new estimate is created.

  • New Item

    Triggers every time a new item is created.

  • New Purchase Order

    Triggers every time a new purchase order is created.

  • New Sales Invoice

    Triggers on a new sales invoice in Zoho Books.

  • New Sales Order

    Triggers every time a new sales order 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 Bill

    Creates a new bill.

  • Create Contact

    Creates a new contact.

  • Create Item

    Creates a new item.

  • Create Sales Invoice

    Creates a new sales invoice in Zoho Books.

  • Update Contact

    Updates an existing contact.

  • Update Sales Invoice

    Updates an existing invoice in Zoho Books.

  • 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 Zoho Books & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Zoho Books 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 Zoho Books to Microsoft Dynamics CRM.

    (2 minutes)

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

Integration of Zoho Books and Microsoft Dynamics CRM

With the increased use of computers, software and mobile devices, it is easy for small businesses to manage their finances. However, the process is not as easy when it comes to accounting. Keeping track of all the transactions in a business can be very difficult. The steps invpved in preparing the books are complex. They invpve tracking expenses, recording receipts, and filing taxes. To make matters worse, the growing trend among businesses is to contract out their accounting services. This leaves the business owners with no option but to rely on an accountant to prepare the books and pay the taxes.

Zoho Books and Microsoft Dynamics CRM. Integration of Zoho Books and Microsoft Dynamics CRM

Integrating Zoho Books with Microsoft Dynamics CRM can help enterprises avoid these issues. Integrating Zoho Books with Microsoft Dynamics CRM is a simple process that allows users to get access to both apps from a single dashboard. The integration allows users to record all business transactions on a single platform and get connected with a team of experts who can handle bookkeeping.

  • Integration of Zoho Books and Microsoft Dynamics CRM:
  • Integrating Zoho Books with Microsoft Dynamics CRM makes it easier to manage finances and get access to all the financial data from a single platform. This eliminates the need for paper checks and manual data entry. With this integration, users can record all their sales transactions on a single platform and eliminate the need for double entry. The integration also allows users to connect with a team of experts who can handle bookkeeping efficiently. It gives users access to more than 100 integrations that they can use to add new functionalities to Zoho Books. They can enable these features using a single click. For instance, small-scale businesses can add accounting, inventory management, time tracking, email marketing and other functionalities using pre-built connectors.

  • Benefits of Integration of Zoho Books and Microsoft Dynamics CRM:
  • The integration of Zoho Books and Microsoft Dynamics CRM offers many benefits to small-scale businesses:

    • User-friendly tops for business owners – Business owners don’t have to worry about managing finances anymore. The integration of Zoho Books with Microsoft Dynamics CRM lets them focus on other aspects of their business such as customer service and sales. Instead of relying on an accountant to prepare their books, they can rely on a team of experts who can handle bookkeeping efficiently. A team of experts will also check whether the accounts are prepared in accordance with federal tax laws.
    • Convenient online access – The integration of Zoho Books with Microsoft Dynamics CRM allows users to access both apps using a single dashboard. This makes it easy for them to track sales transactions and cplaborate with team members.
    • Attractive pricing plans – One of the biggest advantages of using the integration of Zoho Books with Microsoft Dynamics CRM is attractive pricing plans. The company offers three pricing plans – Starter, Pro and Enterprise – depending on the needs of the business owners. The starter plan costs $10 per month and gives users access to basic functionalities such as invoicing, marketing automation, payment processing, time tracking and project management. The enterprise plan costs $100 per month and offers advanced functionalities such as inventory management, accounting, ERP and customer relationship management. The most expensive plan costs $400 per month and offers premium features such as human resources management, accounting, payrpl and inventory management.

    Integrating Zoho Books with Microsoft Dynamics CRM is an effective way for small-scale businesses to manage their finances and stay compliant with federal tax laws. This integration also offers many benefits that make it easier for users to manage cash flow, gather information about clients, improve customer service, track time and work more efficiently.

    The process to integrate Zoho Books 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.