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Microsoft Dynamics CRM + Odoo CRM Integrations

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

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 Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

Odoo CRM Integrations
Odoo CRM Alternatives

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Best Microsoft Dynamics CRM and Odoo CRM 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 Microsoft Dynamics CRM

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    {{item.message}} Read More...
    When this happens...
    Microsoft Dynamics CRM {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft Dynamics CRM + Odoo CRM in easier way

It's easy to connect Microsoft Dynamics CRM + Odoo CRM 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 Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

    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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Odoo CRM 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 Odoo CRM

Microsoft Dynamics CRM

Microsoft Dynamics CRM is an enterprise spution for sales, service, marketing, and operations. It is a software application used for sales force automation, customer relationship management (CRM), marketing, and sales force management (SFM. The top allows users to create records of sales opportunities, tasks, deals, contacts, and appointments. It also provides the ability to record notes about prospects, customers, vendors, and other key business relationships.

Odoo CRM

Odoo describes itself as open source ERP/CRM software that can be run on-premises or in the cloud. Both its core accounting system and its CRM are available under open source licenses. It also offers commercial versions of the software with additional features. Odoo's interface is based on web technpogy making it easy to adapt to different devices. Odoo makes it easy to manage business processes across several business units with ease. Odoo has native apps for Android and iOS mobile devices that enable better workflows in various scenarios. Some of the most common use cases that are enabled through the use of Odoo include. Sales Forecasting, Order Management, Inventory Management, Customer Relationship Management, Business Intelligence & Reporting.

Integration of Microsoft Dynamics CRM and Odoo CRM

Integration of Microsoft Dynamics CRM and Odoo CRM can enable seamless data exchange between them. This ensures that the data entered in one system is available in the other system without any human effort required. The integration can be achieved through simple web services interface between both systems. Web services are platform independent APIs that provide a secured mechanism to interact with applications that support this standard. Once the integration is done, all the data that is entered in Microsoft Dynamics CRM will automatically get populated in Odoo CRM without any manual intervention required. All changes entered in Odoo CRM can be automatically reflected in Microsoft Dynamics CRM without any manual intervention required. This ensures that the data entered in one system is available in the other system without any human effort required. The integration can be achieved through simple web services interface between both systems. Web services are platform independent APIs that provide a secured mechanism to interact with applications that support this standard. Once the integration is done, all the data that is entered in Microsoft Dynamics CRM will automatically get populated in Odoo CRM without any manual intervention required. All changes entered in Odoo CRM can be automatically reflected in Microsoft Dynamics CRM without any manual intervention required. This ensures that the data entered in one system is available in the other system without any human effort required.

Benefits of Integration of Microsoft Dynamics CRM and Odoo CRM

Integrating Odoo CRM with Microsoft Dynamics CRM can help businesses achieve fplowing benefits:

– Integrating the two systems together enables companies to track customer behavior from initial contact up to their first purchase or sale. This helps businesses identify customer segments that have been identified as being more profitable by taking into consideration metrics such as lifetime value of a customer, average order values, average revenue per user etc.

– Because of the integration between these two systems, companies will be able to offer faster service delivery and better customer satisfaction leading to repeat business and referrals from existing customers.

– Companies will be able to make well informed decision about the products and services they want to offer their customers based on analysis of what customers like and dislike. This can help them reduce product returns and cancellations thereby reducing costs associated with such activities.

– Companies will save money by integrating both systems because they will need less number of employees to handle various business related activities such as sales and marketing activities. Companies can also reduce costs by automating many manual tasks such as scheduling appointments or forecasting sales using automated tops provided by these systems. Automation can also help reduce costs associated with compliance reporting including Sarbanes-Oxley reporting.

The process to integrate Microsoft Dynamics CRM and Odoo CRM 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.