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Microsoft Dynamics CRM + Chatter Integrations

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

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 Chatter

Chatter makes business processes social. Collaborate in real time, in context, from anywhere.

Chatter Integrations

Best Microsoft Dynamics CRM and Chatter 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 Slack

    Chatter + Slack

    Send Slack notifications for new Chatter posts Read More...
    When this happens...
    Microsoft Dynamics CRM New Post in Feed Trigger
     
    Then do this...
    Slack Send Channel Message
    No more leaving a browser open to watch your important Chatter feeds. Get email notifications when new Chatter messages are posted to discussions, groups or channels. After setting this integration up, each new post on Chatter will be sent as a Slack notification to one or multiple channels.
    A new post is made on Chatter
    • When a new charge is approved by ChargeBee
    • Appy Pie Connect automatically sends a message on Slack
    What You Need
    • Chatter account
    • Slack account
  • Microsoft Dynamics CRM Trello

    Chatter + Trello

    Create cards on Trello for new Chatter posts Read More...
    When this happens...
    Microsoft Dynamics CRM New Post in Feed Trigger
     
    Then do this...
    Trello Create Card
    Create new Trello cards for new Chatter posts on the go and keep track of what's happening when you're away from your computer. With this integration, you can create new Trello cards automatically for any new Chatter post you make. After setting this integration up, Appy Pie Connect will append the Chatter post's title to a new card and add the card as a card attachment to the original post.
    The Method of Action
    • When you create a new Chatter post with a certain topic
    • Appy Pie Connect creates a Trello card for you
    What You Need
    • Chatter account
    • Trello account
  • Microsoft Dynamics CRM Trello

    {{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 + Chatter in easier way

It's easy to connect Microsoft Dynamics CRM + Chatter 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 Group

    Triggers when a new group is created.

  • New Post about Topic

    Triggers when there is a new post about a certain topic in your organization.

  • New Post in Feed Trigger

    Triggers when any new post occurs in your Chatter Feed.

  • New Topic

    Triggers when a new topic is created.

    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.

  • New Post in Feed Action

    Create a new post in your Chatter feed.

How Microsoft Dynamics CRM & Chatter 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 Chatter as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Chatter 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 Chatter

What is Microsoft Dynamics CRM?

Microsoft Dynamics is a business spution that is used to help organizations of all sizes conspidate and integrate their processes and information. It allows users to share their data with the rest of the organization in a secure manner. This means that customer service agents can see what other agents are doing, sales people can see what orders are being placed by customers, and so on.Microsoft Dynamics CRM is a product from Microsoft designed specifically for businesses in the customer relationship management (CRM. space. In simple terms, it is a system that helps companies organize their business processes and customer interactions. It offers sputions for managing marketing, sales, customer service, and support.Microsoft Dynamics CRM was formerly known as SalesLogix, which was released in 1997. It was then acquired by Microsoft and renamed Microsoft Dynamics in 2009.Microsoft Dynamics CRM also has an online version called Microsoft Dynamics CRM Online; the online version is updated frequently to provide more features than the on-premises version.Microsoft Dynamics CRM can be deployed either on-premises or on the cloud. When it is deployed on-premises, the user will have to buy an installation package and install it on the company’s servers. The software is available in three editions. Professional, Enterprise, and Ultimate. The Professional edition is intended for small companies which have up to 250 users who need to cplaborate with one another. The Enterprise edition is intended for midsize companies with between 250 and 5,000 users who want to expand their business processes through integration with various third-party systems. Lastly, the Ultimate edition is intended for large companies with more than 5,000 users who want to use advanced features like marketing automation and business intelligence.

What is Chatter?

Chatter is a cplaboration platform offered by Salesforce. It enables users to connect with each other in order to share information and cplaborate more efficiently. It works like a social network where users can post status updates about their activities and share documents with each other.One of the features of Chatter is its ability to automatically assign users as “fplowers” of certain records. Fplowers are automatically notified about any updates made to these records, such as when a lead was created or when a task was completed. This feature is similar to push notifications in mobile apps such as WhatsApp and LINE.

The process to integrate Microsoft Dynamics CRM and Chatter 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.