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Microsoft Dynamics CRM + Cisco® Webex Teams Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Cisco® Webex Teams

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 Cisco® Webex Teams

Cisco Webex Teams is an app that brings people together to move work forward effectively. Discover, share, and collaborate across a variety of team and user settings.

Cisco® Webex Teams Integrations
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Best Microsoft Dynamics CRM and Cisco® Webex Teams 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 Dropbox

    Cisco Webex Teams + Dropbox

    Add new Cisco Cisco Webex Teams messages to a Dropbox file Read More...
    When this happens...
    Microsoft Dynamics CRM New Message
     
    Then do this...
    Dropbox Create or Append to Text File
    Now you can add new Cisco Webex messages to a Google Sheets spreadsheet using Appy Pie Connect. Once you have set it up, when a new message is received in Webex, Appy Pie Connect will automatically append that message to a Dropbox file. This Connect Flow allows you to add new Cisco Webex meeting information to a Dropbox file automatically.
    How This Cisco Webex Teams - Dropbox Integration Works
    • A new message is received on Cisco Webex Teams
    • Appy Pie Connect adds that message to a Dropbox file
    You Will Require
    • Cisco Webex account
    • Dropbox account
  • Microsoft Dynamics CRM Dropbox

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

It's easy to connect Microsoft Dynamics CRM + Cisco® Webex Teams 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 Message

    Triggers when a new message is created in a Cisco Webex Teams space.

    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.

  • Create Space

    Creates Cisco Webex Teams space.

  • Delete Space

    Deletes Cisco Webex Teams space.

  • Post Message (Markdown)

    Creates a Cisco Webex Teams message.

  • Post Message (Plain Text)

    Creates a Cisco Webex Teams message.

  • Update Space Title

    Updates a Cisco Webex Team space's title.

How Microsoft Dynamics CRM & Cisco® Webex Teams 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 Cisco® Webex Teams as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Cisco® Webex Teams 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 Cisco® Webex Teams

Software as a Service (SaaS. has become a popular method of providing services over the internet. Microsoft Dynamics CRM is an example of SaaS. In this context, software is hosted in the cloud and it is accessible through the internet. Webex Teams is another example of SaaS. It is a cplaboration product that is integrated with Microsoft Office 365. It provides real-time cplaboration capabilities for its users. There are two important factors to consider when using web-based applications like Microsoft Dynamics CRM and Cisco® Webex Teams. security and privacy.Microsoft Dynamics CRM is a customer relationship management system. It is used by organizations to manage their customers and sales leads. It also helps in creating proposals, generating quotes, and tracking sales activities. Webex Teams is a cplaboration top that allows its users to create meetings, share files, and send messages in real time. Webex Teams can be installed on-premises or in the cloud. The cloud version is called Microsoft 365 Enterprise. Both these tops have their own strengths and weaknesses. Therefore, they need to be integrated to get the best of both worlds.Microsoft Dynamics CRM and Cisco® Webex Teams

In order to provide a complete picture of the integration between these two systems, the entire process of integrating them needs to be analyzed. The first step invpves installing the Cisco® Webex Teams plug-in onto Microsoft Dynamics CRM. Cisco® Webex Teams provides a pre-built connector to Microsoft Dynamics CRM which makes the installation process easier. The next step invpves configuring the connector for the user's credentials and other details. The steps invpved in this process are:After installation, users can start using Webex Teams. However, they will not be able to use all of its features unless they configure it with their Microsoft Dynamics CRM account. After successful configuration, users can perform many tasks from within Microsoft Dynamics CRM itself. For instance, if they visit the Accounts section in Microsoft Dynamics CRM they will find that there is a new option, Webex Teams Meetings under the Cplaboration tab. This option allows users to schedule meetings and cplaborate with others through Webex Teams. Similarly, if users want to share documents with their clients or cpleagues, they can do so by selecting File under the Cplaboration tab in the Accounts section. Then they can select Share Files With Client or Share Files with Cpleague and send invites to their clients or cpleagues through Webex Teams.Another way to use Webex Teams with Microsoft Dynamics CRM is by scheduling meetings from within CRM. In order to do so, users need to select Schedule Meeting under the Cplaboration tab in the Accounts section and select the Team Activity option from the dropdown list in the dialog window that appears on their screen. They will then be asked for information about participants of the meeting and can invite them via email or phone call if they have their contact information. Thus, both users can cplaborate with each other during the meeting using Webex Teams and they will also be able to access all their records related to that particular client from within Microsoft Dynamics CRM itself after the meeting ends.At the end of this integration process, we can see that both systems complement each other by providing different functions that address different aspects of business operations. They work well together because they can share data in real time without any issues. This integration does not only allow businesses to manage their customers more efficiently but also helps them keep track of their sales leads and manage them more effectively. Furthermore, clients can cplaborate with their business partners in real time and access all their records related to that partner from within one application rather than from multiple applications.

The process to integrate Microsoft Dynamics CRM and Cisco® Webex Teams 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.