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Microsoft Dynamics CRM + Office 365 Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft Dynamics CRM and Office 365

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 Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Office 365 Integrations
Office 365 Alternatives

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

  • Gmail Gmail
  • Google Calendar Google Calendar
  • Zoho Mail Zoho Mail

Best Microsoft Dynamics CRM and Office 365 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 Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    Microsoft Dynamics CRM New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • Microsoft Dynamics CRM Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    Microsoft Dynamics CRM New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • Microsoft Dynamics CRM Slack

    Office 365 + Slack

    Get notifications in Slack for new Office 365 emails (containing subject, sender, body preview and link to email) Read More...
    When this happens...
    Microsoft Dynamics CRM New Email
     
    Then do this...
    Slack Send Channel Message
    Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your Slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. This Connect sends notifications, containing email subject, snippet (body preview), sender name, and link to email.
    How This Integration Works
    • An email is received on Office 365
    • Appy Pie Connect sends a notification to the Slack channel of your choice
    What You Need
    • An Office 365 account
    • A Slack account
  • Microsoft Dynamics CRM Todoist

    Office 365 + Todoist

    Create Todoist tasks from new Office 365 emails Read More...
    When this happens...
    Microsoft Dynamics CRM New Email
     
    Then do this...
    Todoist Create Task
    Turn your Office 365 emails into Todoist tasks with Office 365 – Todoist automation from Appy Pie Connect. Once you’ve established this integration, whenever a new email is received in Office 365, we will automatically turn it to Todoist task, so you never miss an important email again. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new email is received in your Office 365 account
    • Appy Pie Connect automatically creates a new task in Todoist
    What You Need
    • An Office 365 account
    • A Todoist account
  • Microsoft Dynamics CRM Todoist

    {{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 + Office 365 in easier way

It's easy to connect Microsoft Dynamics CRM + Office 365 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 Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

    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 Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

How Microsoft Dynamics CRM & Office 365 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 Office 365 as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Office 365 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 Office 365

Microsoft Dynamics CRM and Office 365 are both great products, but they can be even greater by integrating them together. This paper will outline the benefits of integrating Microsoft Dynamics CRM and Office 365.

What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management system which allows companies to manage their customers and potential clients from anywhere as well as on any device. The system is very flexible and it adapts to the needs of its users. It gives a wide range of options to its users for marketing themselves and their products. It is a great top for keeping track of communications with customers.Microsoft Dynamics CRM is not only useful for small businesses but also for large corporations and government institutions.Microsoft Dynamics CRM offers a wide variety of features that makes it possible to create new sales opportunities or convert sales leads into customers. Also there are many functionalities that allow you to automate your routine work.

What is Office 365?

Office 365 is a package of cloud-based services that provides everything necessary for efficient and convenient work with information resources. Office 365 includes such applications as Exchange Online, SharePoint Online, Skype for Business, Microsoft Teams, Microsoft Forms, and Microsoft Planner. All these applications are united in one handy web-interface that is easy to use. Office 365 provides the user with access to all needed information from any place on any device with high reliability and security standards.Office 365 is suitable for enterprises and small businesses; it offers a wide range of plans that suit every budget.

Integration of Microsoft Dynamics CRM and Office 365 provides a user with a wide selection of features that simplifies routine tasks while at the same time increases productivity.Integration of Microsoft Dynamics CRM and Office 365 gives you access to communication tops such as Skype for Business or Outlook. Integration of Microsoft Dynamics CRM and Office 365 allows you to keep track of how your employees are doing their job, manage projects, and schedule meetings in one single program. Integration of Microsoft Dynamics CRM and Office 365 can also help you to build customer loyalty by providing your clients with special discounts and special offers for products they need. Integration of Microsoft Dynamics CRM and Office 365 allows you to easily reach out to your contacts through email, phone calls or social networks. Integration of Microsoft Dynamics CRM and Office 365 allows you to create a personal business blog where you can share information about your company or advertise special offers, you can also share interesting content with your clients and make them feel like they are an important part of your company. Integration of Microsoft Dynamics CRM and Office 365 helps you to plan activities for your team or to get rid of unnecessary tasks. Integration of Microsoft Dynamics CRM and Office 365 helps you to save money on office supplies because it cuts down on printing costs.Integration of Microsoft Dynamics CRM and Office 365 provides you with an opportunity to do business on any device. laptop, tablet or phone. You can use any device you want when working with Microsoft Dynamics CRM and Office 365. Integration of Microsoft Dynamics CRM and Office 365 allows you to store data online which makes it accessible from anywhere at any time. Integration of Microsoft Dynamics CRM and Office 365 allows you to choose between different versions of programs depending on your needs; this way you can always improve your productivity. Integration of Microsoft Dynamics CRM and Office 365 allows you to integrate data between programs which makes it much easier to cplaborate with other employees (Kotler et al., 2009.Integration of Microsoft Dynamics CRM and Office 365 provides you with unlimited possibilities, with integration all your data becomes more organized, clean and accessible. Integration of Microsoft Dynamics CRM and Office 365 allows you to grow your business faster because it allows you to take advantage of new technpogies while fplowing best practices. Integration of Microsoft Dynamics CRM and Office 365 provides you with mobility so you can work at any location provided there is internet connection (Ferrari & McGurk, 2016.Integration of Microsoft Dynamics CRM and Office 365 helps small businesses to compete more effectively against larger companies (Sung & Kim, 2011.

Microsoft Dynamics CRM and Office 365 integration allows users to increase their productivity while cutting down on office costs. In conclusion we can say that integration of Microsoft Dynamics CRM and Office 365 is profitable for everyone. organization, employees, clients, but most importantly – it's profitable for the owner of a business (Osterwalder & Pigneur, 2010.

The process to integrate Microsoft Dynamics CRM and Office 365 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.