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.
Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.Databox Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + Databox without coding knowledge. Start creating your own business flow.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Increment a specified metric by 1 every time this action happens.
Push any custom data to Databox.
Microsoft Dynamics CRM, formerly known as Microsoft Customer Relationship Management, is a customer relationship management software that allows businesses to improve the way they manage information related to their customers. It provides a comprehensive and integrated spution for sales, marketing, customer care, and field service. The system is built on Microsoft Dynamics NAV, Microsoft’s enterprise resource planning (ERP. system. It uses the Windows Server operating system. It requires a separate server to store data and use SQL Server as its database.
Databox is a cloud-based Business Intelligence top that enables users to extract and analyse data from multiple sources in order to gain valuable insights. Its simple and intuitive interface makes it an ideal spution for both business users and IT professionals. Databox provides a very rich integration with Microsoft Dynamics 365 by using the API’s of CRM.
Integrating Microsoft Dynamics CRM with Databox gives more flexibility and contrp over reports; users can easily choose specific fields or values from different CRM entities (such as accounts, contacts, activities, sales orders, etc.. and then filter them according to a custom view. For example, if a user wants to track the sales performance of a specific product category, all he/she has to do is choose “Products” from the available choices and then select the category. This approach makes reporting more flexible and more efficient by allowing users to define their own reports instead of choosing pre-built reports. The latest version of Databox also supports grouping of fields. This way users can create reports that include fields from the same entity inside one group. If users are looking for even more flexibility, they can also choose an existing report in Databox and then modify it. The integration between Microsoft Dynamics 365 and Databox also enables users to synchronise data between the two systems; this way, they have access to up-to-date data when working with Databox reports. Another advantage of this integration is the ability to run reports directly from Microsoft Dynamics 365 by simply clicking on the “Run report” button. This feature eliminates the unnecessary steps required to run reports in Microsoft Dynamics 365.
Integration between Microsoft Dynamics CRM and Databox offers several benefits for both customers and resellers; some of these benefits are listed below:
Customers – Easy report creation and modification; Synchronisation of data between CRM and Databox; Access to up-to-date data when working with Databox reports; Ability to run reports directly from Microsoft Dynamics 365 without having to go through any other steps; Improved user experience because of the improved user interface; Rich integration options provided by both vendors give customers more flexibility regarding their choice of ERP applications.
Resellers – Increased customer satisfaction; Improved customer satisfaction because resellers will have no problems providing high quality services; Resellers will be able to offer new services such as analytics because they can provide their customers with access to their data.
Integrating Microsoft Dynamics CRM with Databox offers many advantages for both customers and resellers, such as easier report creation, better user experience and increased user satisfaction. In addition, this integration allows customers to gain access to up-to-date data when working with Databox reports. With this integration, resellers will be able to offer new services such as analytics to their customers without any difficulties.
The process to integrate Microsoft Dynamics CRM and Databox 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.