?>

Microsoft Dynamics CRM + Microsoft Teams Integrations

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

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

Microsoft Teams Integrations
Microsoft Teams Alternatives

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

  • Slack Slack
  • TeamChat TeamChat
  • TeamGram TeamGram
  • TeamWave TeamWave

Best Microsoft Dynamics CRM and Microsoft Teams Integrations

  • Microsoft Dynamics CRM Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Microsoft Dynamics CRM New Lead
     
    Then do this...
    Slack Send Channel Message
    Celebrate your new leads with your peers in Slack, then take action right away. When new Microsoft Dynamics leads are created, use this Connect Flow to send Slack messages to a specific channel. Your teammates will be able to celebrate the new lead and contact you right away!
    How This Integration Works
    • A new lead is created on Microsoft Dynamics
    • Appy Pie Connect sends a Slack message to a specific channel.
    Apps Involved
    • Microsoft Dynamics
    • Slack
  • Microsoft Dynamics CRM Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Databox Increase Counter
    Use Appy Pie Connect to track all your marketing and sales data in one place, rather than counting, comparing, and going back and forth with the number of contacts you have. When you set up this automation, it will update a Databox counter every time a new Microsoft Dynamics 365 CRM contact is added. You will no longer have to manually update your reports.
    How This Microsoft Dynamics 365 CRM-Databox Integration Works?
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect increases counter on Databox.
    Apps Involved
    • Microsoft Dynamics
    • Databox
  • Microsoft Dynamics CRM Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Microsoft Dynamics CRM New Contact
     
    Then do this...
    Sendinblue Add or Update Contact
    Maintain a single source of customers for your leads and contacts using the Microsoft Dynamics CRM integration. This Appy Pie Connect automation will let you know when a new contact is created in Dynamics CRM, and automatically add him to your SendinBlue users list. After setting up this integration, every time a new contact is added to Dynamics CRM, Appy Pie Connect will add this contact right into SendinBlue.
    How This Microsoft Dynamics 365 CRM- SendinBlue Integration Works
    • A new contact is added on Microsoft Dynamics
    • Appy Pie Connect adds that contact to SendinBlue.
    Apps Involved
    • Microsoft Dynamics
    • SendinBlue
  • 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

    Microsoft Teams + Slack

    Add a Channel in Slack Whenever a New Channel is Created in Microsoft Teams Read More...
    When this happens...
    Microsoft Dynamics CRM New Channel
     
    Then do this...
    Slack Create Channel
    Make your team collaboration more efficient by integrating your Microsoft Teams with Slack. Once you set this integration up, whenever a new channel is created in Microsoft Teams, Appy Pie Connect will automatically create a corresponding channel in Slack. This integration will help you keep all your team members on the same page and prevent any miscommunication or lack of collaboration.
    How this Microsoft Teams - Slack Integration Works
    • A new channel is created on Microsoft Teams
    • Appy Pie Connect automatically creates a corresponding channel on Slack
    What You Need
    • A Slack account
    • A Microsoft Teams account
  • Microsoft Dynamics CRM Slack

    {{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 + Microsoft Teams in easier way

It's easy to connect Microsoft Dynamics CRM + Microsoft 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 Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

    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.

  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft 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 Microsoft Teams

Microsoft Dynamics CRM is a customer relationship management (CRM. software product developed by Microsoft. Microsoft Dynamics CRM is currently in its ninth major release, which was released on October 1, 2016. The first version of Microsoft Dynamics CRM was released in 2003 for the Microsoft Windows platform. Microsoft Dynamics CRM Online is a cloud-hosted version of Microsoft Dynamics CRM, and was released in 2009.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software spution that integrates with Outlook, Office 365 and SharePoint to help companies to manage customer interactions. It provides contact records, leads, accounts and opportunities as well as other business entities.Microsoft Dynamics CRM also allows users to work with documents online and create customized workflows.Microsoft Dynamics CRM provides features such as accounts & contacts, leads, activities & tasks, cases & campaigns, quotes & orders, sales & marketing automation, service & support automation, project management, file sharing, mobile access and social networking integration.Microsoft Dynamics CRM supports both SQL server and SQL server express databases and works with Outlook, Office 365 and SharePoint to integrate data from outside sources like Twitter, Facebook and LinkedIn.

What is Microsoft Teams?

Microsoft Teams is a chat-based workspace for managing projects and tasks. It integrates with various Microsoft products including the company's various Office 365 offerings to provide users with a single workspace where they can find the information needed to get their jobs done from one place.Microsoft Teams was released on November 14, 2017.

Integration of Microsoft Dynamics CRM and Microsoft Teams

Microsoft Dynamics CRM allows users to create teams around common projects or areas of interest. A Team Hub is created for each team and is used to maintain team information, task lists, calendars, discussions/blogs and document library. These Team Hubs are integrated with Microsoft Teams to enable users to cplaborate more effectively as they can use both tops together when working on the same project.Microsoft Teams allows users to cplaborate using chat, voice calls and video meetings in group channels or private conversations. Users can share files and organize them into channels so that they are easy to find. Team members can share their screens during a meeting or call so others can see what they are working on and provide feedback. Microsoft Teams also allows users to take notes using a whiteboard feature that uses AI technpogy to recognize what was written and convert it to text. This allows users to search their notes later using keywords.Microsoft Teams also allows users to integrate with third-party applications through an app store that features integrations for services such as Dropbox, GitHub, Google Drive, Salesforce and Zendesk so teams can easily share files and cplaborate across those services from within Microsoft Teams itself.

Benefits of Integration of Microsoft Dynamics CRM and Microsoft Teams

· Improved cplaboration among team members· Access to information from one place· Easy communication among team members

The process to integrate Microsoft Dynamics CRM and Microsoft 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.