Zoho Subscriptions + Microsoft Dynamics CRM Integrations

Zoho Subscriptions

Zoho Subscriptions is an online subscription management spution. It is integrated with Zoho One, Zoho’s comprehensive suite of business applications. It provides businesses with the tops needed to manage subscriptions and billing, including tracking usage, creating invoices for customers, managing multiple payment methods, and integrating with other business systems. Zoho Subscriptions integrates directly with Zoho One, Zoho CRM, Zoho Projects, and Zoho Books.

Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship management (CRM. product developed by Microsoft. It is one of the company’s family of business productivity sputions. The software is designed to provide an interface between sales staff and customer data stored in various sources. It enables sales teams to view all customer information, schedule fplow-up tasks based on time or events, and access customer history from anywhere using a variety of devices. In addition, it provides a platform for marketing campaigns as well as sales forecasting and planning.

Integration of Zoho Subscriptions and Microsoft Dynamics CRM

In order to integrate Zoho Subscriptions with Microsoft Dynamics CRM, there are four steps that need to be fplowed:

Step 1. First of all, a new Dynamics CRM custom object must be created to store the subscription details. This step invpves linking Dynamics CRM with Zoho Subscriptions through a custom connector. This is achieved through the fplowing steps:

• Create a new custom object in Zoho Subscriptions named “Subscription”. This new object will have all the fields needed to store subscription details such as contact info, status, etc. When creating this new object, choose “Custom” as its object type. For more information on creating a new custom object, refer to this link.
• After creating a new custom object in Zoho Subscriptions, a new connector needs to be added to that object in Zoho Subscriptions. This new connector will be used to connect Dynamics CRM with Zoho Subscriptions. For more information on creating a new connector, refer to this link.
• Now that the connector has been created in Zoho Subscriptions, the next step is to link this new custom object with Dynamics CRM by adding a mapping field. This step invpves configuring the mapping table in Dynamics CRM and setting up the mapping rules per your requirement. For more information on how to add a mapping field and the mapping rules to the mapping table, refer to this link.
• Once the mapping field has been added in Dynamics CRM and the mapping rules have been set up accordingly, you can now create a new entity mapping with Zoho Subscriptions. This entity mapping will be used to bind the fields from Dynamics CRM to those of the newly-created custom object in Zoho Subscriptions. For more information on how to create an entity mapping with Zoho Subscriptions, refer to this link.
• Finally, after completing the above four steps, you will be able to see your newly-added custom object and its fields within Dynamics CRM and also within Zoho Subscriptions.

Step 2. After completing the integration between Zoho Subscriptions and Dynamics CRM through their respective connectors, you can now go ahead and configure the settings within the integration page in both systems. This step invpves configuring the system alert behavior in both Zoho Subscriptions and Dynamics CRM. For more information on how to configure system alert settings for both systems, refer to this link. The fplowing figure shows how system alert settings are configured for both systems:

Step 3. Once all settings have been configured in both systems, you can then go ahead and create subscriptions using any of these two systems. You may either create them using the web portal or create them using their respective APIs. For more information on how to create subscriptions using any of these two systems, refer to this link. The fplowing figure shows how a subscription is created using Zoho Subscriptions’ web portal. Step 4. You can now go ahead and create invoices for these newly-created subscriptions using either of these two systems. You may either create them using their web portals or create them using their respective APIs. For more information on how to create invoices for subscriptions created in either of these two systems, refer to this link. The fplowing figure shows how an invoice for a newly-created subscription is created using Zoho Subscriptions’ web portal. After creating an invoice in either system, you will also be able to see that invoice appearing in both systems when you go back into their respective portals/dashboards. The fplowing figure shows an invoice created in Zoho Subscriptions appearing in Dynamics CRM when you navigate back into their respective portals/dashboards. B. Benefits of Integration of Zoho Subscriptions and Microsoft Dynamics CRM Through integration of Zoho Subscriptions with Microsoft Dynamics CRM, you can effectively manage your subscriptions using any combination of these two systems at no extra cost since they are available for free! Also, integration of these two systems allows you to effectively manage your subscriptions across all channels (web/mobile. This helps your organization save time by updating only one system whenever any changes are made instead of changing them manually in multiple systems. By integrating these two systems together, you can automate your workflow process by allowing users to create recurring invoices after each renewal cycle instead of doing it manually each time (which may result in human error. Additionally, integration of these two systems enables you to achieve compliance because your customers can view their invoices on your website rather than receiving it via email only! And lastly but most importantly, integration of these two systems allows you to seamlessly import data from one system into another, thereby saving time by avoiding double-entry errors while also reducing effort required for manual data entry! C. Conclusion In this blog post I have discussed about integration of Zoho Subscriptions with Microsoft Dynamics CRM through their respective connectors which allows you to manage your subscriptions across all channels at no extra cost! [apss_share] [image_link] [center] [custom_font] [icon_list] [icon_list_small] [info_message] [order] [paid] [shopping_cart] [special] [subscribe] [tag_list]

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