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Zoho People + Microsoft Dynamics CRM Integrations

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

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

Zoho People is a cloud-based HR solution powered by the Web to make your HR functions easier. It is specifically designed for organizations of all sizes.

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 People + Microsoft Dynamics CRM

  • Zoho People Microsoft Dynamics CRM

    Zoho People + Microsoft Dynamics CRM

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

    Zoho People + Microsoft Dynamics CRM

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

    Zoho People + Microsoft Dynamics CRM

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

    Zoho People + Microsoft Dynamics CRM

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

    Zoho People + Microsoft Dynamics CRM

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

    Zoho People + {{item.actionAppName}}

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

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

    Triggers
  • New Record

    Triggers every time a record is added in a specific form.

  • 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 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 People & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Zoho People 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 People 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 People and Microsoft Dynamics CRM

Zoho People

Zoho People is an online customer relationship management software that is helpful for businesses to manage their customers, leads, and operations. Zoho People can be integrated with other Zoho applications like Zoho CRM, Zoho Campaign, Zoho Meeting (formerly known as Zoho Meeting Center), Zoho Desk, Zoho Invoice, etc.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an enterprise-level customer relationship management software. It is a cloud-based CRM spution. The spution is supported by Microsoft Azure (cloud computing), SharePoint (cplaboration), and SQL Server (relational database.

Integration of Zoho People and Microsoft Dynamics CRM

Zoho People can be integrated with Microsoft Dynamics CRM using the Zoho CRM Connector for Dynamics CRM. The integration offers features like tracking activities from the CRM system into the Zoho People system, maintaining related activities from multiple systems in a single view, and updating contacts from the CRM system into the Zoho People system. This helps in reducing duplicate data entry and streamlining business processes.

Zoho outlined the scenario of a small e-commerce store using both Zoho People and Microsoft Dynamics CRM to illustrate the benefits of integration of Zoho People and Microsoft Dynamics CRM:

“Using Zoho CRM Connector for Dynamics CRM, a small e-commerce store can automatically create a new customer when a new lead is entered into the CRM from the store's website. The customer's contact information is automatically populated from the website into the CRM. In addition, when a customer updates their information on the website, these changes are automatically synchronized to the CRM with the click of one button.”

Zoho also offers integration with other popular third-party applications such as Google Apps, Salesforce.com, SugarCRM, ServiceMax, etc.

Benefits of Integration of Zoho People and Microsoft Dynamics CRM

The integration offers a wide array of benefits for small business owners:

The process to integrate Zoho People 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.