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Microsoft Dynamics CRM + Canny Integrations

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

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.

About Canny

Canny is a user feedback tool that lets you keep track of all of your user feedback in one organized place.

Canny Integrations

Best Microsoft Dynamics CRM and Canny Integrations

  • Microsoft Dynamics CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Account
     
    Then do this...
    Microsoft Dynamics CRM Create Account
    Do you love saving time and getting work done without wasting a minute of your day? Then we've got a treat for you! This connect flow will automatically create an account in Microsoft Dynamics CRM for every new account created in Autotask. The best part is that you can use the provided form fields to add important information right away, like their name and email address, which will already be added to the account when it's created.
    How This Autotask-Microsoft Dynamics Integration Works
    • A new Account is added to Autodesk
    • Appy Pie Connect adds that Account's information to Microsoft Dynamics CRM
    What You Need
    • Autotask
    • Microsoft Dynamics CRM
  • Microsoft Dynamics CRM Google Sheets

    Canny + Google Sheets

    Add new Canny votes as spreadsheet rows in Google Sheets Read More...
    When this happens...
    Microsoft Dynamics CRM New Vote
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Data doesn’t come to life until its put to use. Our Canny-Google Sheets automatically add all your Canny votes to Google Sheets, so you can get insights faster. Organize your leads, surveys, customer feedback, or anything else you want. All you have to do is set up this connect and things will happen automatically.
    How This Canny-Google Sheets Integration Works
    • A user votes on a post in Canny
    • Appy Pie Connect creates a spreadsheet row in Google Sheets
    Apps Involved
    • Calendly account
    • Google Sheets
  • Microsoft Dynamics CRM GitHub

    Canny + GitHub

    Create GitHub issues for new Canny posts Read More...
    When this happens...
    Microsoft Dynamics CRM New Post
     
    Then do this...
    GitHub Create Issue
    Never lose an issue again. This integration automatically creates a GitHub issue for every new Canny post, saving you the hassle of having yet another backlog. Set up this Canny-GitHub integration and Appy Pie Connect will automatically create an issue in GitHub whenever a new post is created in Canny. This is an excellent method for escalating and resolving more serious conflicts.
    How This Integration Works
    • A user creates a post in Canny
    • Appy Pie Connect automatically creates a GitHub issue
    What You Need
    • Canny account
    • GitHub account
  • Microsoft Dynamics CRM Airtable

    Canny + Airtable

    Create a new record in Airtable for new Canny comment Read More...
    When this happens...
    Microsoft Dynamics CRM New Comment
     
    Then do this...
    Airtable Create Record
    Everyone knows that customer feedback is crucial. But it’s hard for teams to collect and process it all, especially from multiple channels. With this Appy Pie Connect integration, adding new comments as records in Airtable helps your company track and respond to any customer interaction in one central place.
    How This Canny-Airable Integration Works
    • A user comments on a post in Canny
    • Appy Pie Connect creates a record in Airtable
    What You Need
    • Canny account
    • Airtable account
  • Microsoft Dynamics CRM Airtable

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppImage}} {{item.actionTitle}}
Connect Microsoft Dynamics CRM + Canny in easier way

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

    Triggers
  • 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 Comment

    Triggers when a new comment is created.

  • New Post

    Triggers when a new post is created.

  • New Vote

    Triggers when a new vote is created.

  • Post Status Change

    Triggers when a post's status is changed.

    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 Opportunity

    Creates a new Opportunity.

  • Change Post Status

    Changes a post's status.

How Microsoft Dynamics CRM & Canny Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft Dynamics CRM with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Canny as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Canny with Appy Pie Connect.

    (2 minutes)

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

Integration of Microsoft Dynamics CRM and Canny

Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management (CRM. software package developed by the Microsoft Corporation. According to Microsoft, Dynamics CRM combines customer relationship management, sales force automation and enterprise marketing into one easy-to-use package. It allows companies to better manage their customer interactions, and thus, increase revenue.

Canny?

Canny is a business intelligence spution that allows users to create business reports and dashboards using data pulled from a variety of sources, including Microsoft Dynamics CRM. The purpose of Canny is to help users create charts and other visual representations of their business data in order to make better business decisions.

Integration of Microsoft Dynamics CRM and Canny

One of the benefits of integrating Canny and Microsoft Dynamics CRM together is that it allows users to create business reports and dashboards using data pulled from Microsoft Dynamics CRM in order to make better business decisions. For example, if a user would like to create a visualization of his or her sales team’s performance over the course of several weeks in order to make a more informed decision about whether or not it should be reorganized, he or she could leverage the power of Canny and use data from Microsoft Dynamics CRM rather than create the visualization manually. Rather than manually entering data from multiple sources in order to create a chart, a user could simply import the information from Microsoft Dynamics CRM and have Canny automatically analyze the data for him or her. This eliminates the need for human error and increases efficiency.

Another benefit of incorporating Canny with Microsoft Dynamics CRM is that it allows users to easily share data between departments within their company. Rather than having to rely on manual reporting methods with which they may not be familiar, employees could use existing tops within their company to generate visualizations of their business data and share those visualizations with co-workers. This makes it much easier to communicate important information across departments and facilitates cplaboration between employees within an organization. It also makes it easier for employees to track important business metrics, such as the number of clients they have, their sales figures and their open accounts.

The integration of Canny and Microsoft Dynamics CRM provides organizations with a single location where they can track important business statistics and share them with other employees within the company. As a result, it makes it easier for organizations to make well-informed business decisions based on accurate data regarding their customers’ behavior.

The process to integrate Microsoft Dynamics CRM and Canny 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.