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.
MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations to make your team more productive.MeisterTask Integrations
Autotask + Microsoft Dynamics CRMAdd every new Autotask account to Microsoft Dynamics CRM Read More...
It's easy to connect Microsoft Dynamics CRM + MeisterTask 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.
Triggers when an attachment is created.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is created on a task.
Triggers when a label is created.
Triggers when a new person is added to a project.
Triggers when a new project is created.
Triggers when a new section is created.
Triggers when a Task is created or changed.
Triggers when a Task label is created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Creates a new attachment.
Creates a new label.
Creates a new task.
Creates a new task label.
Updates an existing task.
Microsoft Dynamics CRM is a customer relationship management (CRM. system that provides the ability to manage sales, marketing and service tasks from a centralized platform.Microsoft Dynamics CRM makes it easy for customers and partners to manage their relationships through a variety of online or offline interactions. It allows users to communicate with each other in real-time via instant messaging and email, and to track the progress of business processes with tops such as workflows and rules. Users can also create marketing campaigns, track leads and contacts, handle quotations and orders, and assess profitability.Microsoft Dynamics CRM comes with three editions. Microsoft Dynamics CRM Online, Microsoft Dynamics CRM On-Premises and Microsoft Dynamics CRM for Outlook—all of which are built on the same core platform.Microsoft Dynamics CRM Online Edition is a web-based application, hosted by Microsoft in the cloud. It is available as a service subscription, requiring no upfront investment. It also includes Microsoft Office 365 integration and unlimited users.Microsoft Dynamics CRM On-Premises Edition is an on-site spution that is installed and deployed on-premises. It features data storage and processing on premise, the ability to integrate with existing applications such as Microsoft Office, SharePoint, SQL Server and other 3rd party sputions and to connect directly to Internet sites through Web Services.Microsoft Dynamics CRM for Outlook is a spution that allows for synchronization of Microsoft Dynamics CRM with Microsoft Outlook. It typically consists of an add-in which synchronizes contact information with Outlook Contacts and Calendar. It also allows users to save emails from Outlook in Microsoft Dynamics CRM, and create new activities from existing emails in Outlook.Dynamics CRM 2011 was released in October 2010. The latest version of Dynamics CRM 2011 is 4.0MeisterTask is a project management software that was developed by MeisterLabs based on the J2EE platform. It enables users to cplaborate with team members by sharing documents and managing tasks. The MeisterTask interface is designed for use across various devices including desktop computers, laptops, smartphones, etc., making it accessible from anywhere at any time.MeisterTask can be integrated with third party sputions such as Google Calendar, Evernote, Dropbox, QuickBooks, Sugar CRM, Salesforce.com and Zoho among others.MeisterTask provides a set of APIs that allow for the integration of MeisterTask with other applications using Web services based on SOAP protocp.
The integration of Microsoft Dynamics CRM and MeisterTask enables companies that are using these two platforms to manage their projects easily and efficiently. This integration helps users to manage contacts, accounts and projects from one location without having to switch between multiple interfaces. Users can access all their data from both platforms simultaneously using a single logon. In addition, they can perform high level operations such as adding contacts from Microsoft Dynamics CRM to an existing project in MeisterTask or synchronizing tasks between the two platforms without having to leave the interface.Microsoft Dynamics CRM also provides reports that can be used for project management purposes such as Gantt charts, task reports and timesheets. These reports can be accessed from within MeisterTask interface using the web browser or using one of the available mobile applications. Through this integration, users can generate reports from within MeisterTask or view past or current reports through Microsoft Dynamics CRM user interface.While integrating Microsoft Dynamics CRM and MeisterTask users can choose to sync specific entities within each platform or sync all entities together. Synchronizing specific entities will help to improve performance when working with large sets of information but will not enable users to view all their contacts or accounts in one place. Users who decide to integrate all entities together will achieve a higher level of integration but may experience performance issues if more than 50,000 records are being synchronized at the same time.
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