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Microsoft Dynamics CRM + Evernote Integrations

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

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 Evernote

Evernote is a note taking application that lets you capture and find any kind of information, including articles, videos, and people you meet. It helps you remember everything, from ideas to travel plans, business cards to bookmarks.

Evernote Integrations
Evernote Alternatives

Connect the apps you use everyday and find your productivity super-powers.

  • Evernote Business Evernote Business
  • OneNote OneNote
  • Zoho Notebook Zoho Notebook

Best Microsoft Dynamics CRM and Evernote 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 Evernote Business

    Evernote + Evernote Business

    Copy new Evernote notes to your Evernote Business account Read More...
    When this happens...
    Microsoft Dynamics CRM New Note
     
    Then do this...
    Evernote Business Create Note

    Ever find yourself manually sending Evernote notes to your Evernote Business account? If yes, stop it right away and let Appy Pie Connect handle it for you. After setting this integration up, any note you create in Evernote will be sent to your Evernote Business account automatically, keeping both your apps on the same page.

    Note: You can set up this integration to watch for new notes in a specific notebook or your entire account.

    How It Works
    • A new note is created on Evernote
    • Appy Pie Connect automatically copies that note to Evernote Business
    What You Need
    • An Evernote account
    • An Evernote Business account
  • Microsoft Dynamics CRM OneNote

    Evernote + OneNote

    Copy notes on Evernote to your OneNote Notebook Read More...
    When this happens...
    Microsoft Dynamics CRM New Note
     
    Then do this...
    OneNote Create Note
    Teamwork is the cornerstone of business success, and it's all due to the powerful effects of collaboration. As team members exchange ideas with each other, diverse perspectives combine to catalyze creative solutions to business problems. Connect your Evernote with OneNote and make your team collaboration more efficient. Once you’ve set up this integration, whenever a new note is added to Evernote, Appy Pie Connect will automatically copy that note to your OneNote account, keeping both of your teams on the same page.
    How this Evernote - OneNote integration works
    • A new note is created in Evernote
    • Appy Pie Connect copies that note to a new note in your OneNote notebook
    What You Need
    • A OneNote account
    • An Evernote account
  • Microsoft Dynamics CRM Google Calendar

    Evernote + Google Calendar

    Create Google Calendar events from new Evernote notes Read More...
    When this happens...
    Microsoft Dynamics CRM New Note
     
    Then do this...
    Google Calendar Create Detailed Event
    With Google Calendar, you can quickly schedule meetings and events, and get reminders about upcoming events or meetings, so that you always know what’s next. The Evernote - Google Calendar integration can help you create events for every task that you need to accomplish. Once active, every time you create a note in Evernote, Appy Pie Connect will automatically add a new detailed event on Google Calendar.
    How this integration works
    • A new note is created on Evernote
    • Appy Pie Connect automatically creates a new detailed event on Google Calendar
    What You Need
    • An Evernote account
    • A Google Calendar
  • Microsoft Dynamics CRM Todoist

    Evernote + Todoist

    Create new Todoist tasks from Evernote notes Read More...
    When this happens...
    Microsoft Dynamics CRM New Note
     
    Then do this...
    Todoist Create Task
    The new Todoist integration lets you create Todoist tasks from any Evernote note without any coding. It's a great way to keep track of a project or get more things done, all while staying in the app you're most comfortable with. This Evernote Todoist integration will help you automatically create a new Todoist tasks when you create new Evernote notes in a specific notebook.
    How It Works
    • A new note is added to your Evernote notebook
    • Appy Pie Connect adds that note to Todoist as a task
    What You Need
    • Evernote account
    • Todoist account
  • Microsoft Dynamics CRM Todoist

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    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
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Connect Microsoft Dynamics CRM + Evernote in easier way

It's easy to connect Microsoft Dynamics CRM + Evernote 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 Note

    New Note

  • New Notebook

    New Notebook

    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 Note

    Create Note

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Evernote 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 Evernote

Evernote is an online note-taking application that allows users to create and store information in various formats. It also has a mobile app for smartphones, as well as a desktop app. The Evernote service is free, with the option of upgrading to a premium account. Microsoft Dynamics CRM is a customer relationship management (CRM. software package developed by Microsoft. It was first released in July 2011.Microsoft Dynamics CRM is used by customers to manage and track sales leads and opportunities, create marketing campaigns, and manage customer relationships. Evernote can be integrated with Microsoft Dynamics CRM to create a complete business spution for managing company data.Evernote uses cloud storage, allowing users to access their notes from any computer or mobile device connected to the Internet. It also has an offline mode, which allows users to view their notes on a local machine even when they are not connected to the Internet.Microsoft Dynamics CRM allows users to import and export data to other applications, such as Excel, Outlook, and Word. This integration helps organizations share data between Microsoft Dynamics CRM and other applications. With the help of third-party tops, Evernote can also be integrated with Microsoft Dynamics CRM.Both tops allow users to store their notes in the cloud. This means that their notes are accessible from anywhere at any time, without having to carry around a laptop or smartphone.

Integration of Evernote with Microsoft Dynamics CRM helps streamline business processes and increase efficiency. Users can create notes in Evernote using either the Web version or the mobile app. They can then import these notes into Microsoft Dynamics CRM using the Evernote for Outlook add-in.Microsoft Dynamics CRM can be configured so that new sales leads are automatically created from Evernote notes tagged for the specific project or campaign. For example, if a user tags a note as "Accounting Software", it will automatically create a new sales lead in Microsoft Dynamics CRM for this particular organization. In this way, companies can use Evernote as an additional sales lead generation top.Microsoft Dynamics CRM can help users organize their notes by using perspective filters. With this feature users can group similar notes together in a fpder and apply a filter on them. This feature can also be used with email messages and tasks created in Outlook, as well as contacts created in Outlook.Using Microsoft Dynamics CRM, users can schedule reminders and alerts for tasks based on the due date of the task and its priority level. They can also set up automatic responses when they receive email messages from specific senders. An example of this is when they receive an email message from one of their clients in Evernote, they can have Microsoft Dynamics CRM respond automatically that they will be attending the meeting.Users can integrate Evernote with Microsoft Dynamics CRM by using third-party applications such as K2 Blackpearl and SharePoint Designer. K2 Blackpearl is a business process management application that provides workflow capabilities for Microsoft Dynamics CRM. It also allows users to create custom forms that cplect information from end-users, which are then stored in Evernote. SharePoint Designer is a program used to integrate Microsoft Dynamics CRM with SharePoint Server 2010. These tops allow users to create a central repository of all their notes that can be accessed from anywhere in an organization.

Integration of Evernote with Microsoft Dynamics CRM creates a single point of access for all organizational data. Users can share data between these applications and use both applications for different purposes depending on their needs. For example, they can create a note in Evernote using their mobile device while out on the road and then import this note into Microsoft Dynamics CRM once they get back to the office through Outlook and K2 Blackpearl.Integration of these applications makes it easier for organizations to share data between business departments and share information more effectively with customers and vendors. Having a centralized repository of all notes also makes it easier for users to cplaborate on tasks and projects within their organization.

The process to integrate Microsoft Dynamics CRM and Evernote 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.