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Microsoft Dynamics CRM + SharePoint Integrations

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

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 SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best Microsoft Dynamics CRM and SharePoint 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 + SharePoint in easier way

It's easy to connect Microsoft Dynamics CRM + SharePoint 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 Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    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.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate SharePoint 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 SharePoint

Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage their customer interactions. As a result, Microsoft Dynamics CRM enables businesses to respond with customers in real time and to get more business from their existing customers. The purpose of this paper is to discuss how Microsoft Dynamics CRM can be integrated with Microsoft SharePoint.Microsoft SharePoint is a web portal application that allows organizations to store documents, build websites and cplaborate with one another.Microsoft SharePoint is also an enterprise content management system that provides a cplaborative platform for building, organizing and sharing information. Microsoft SharePoint is used by over 60 percent of Fortune 1000 companies (Microsoft SharePoint 2010.Microsoft SharePoint is a powerful top that has made it easier for people to work together with documents. Today, the cplaboration features of SharePoint are being extended into the business applications through technpogies like Microsoft Office Web Apps and Microsoft Silverlight. With these technpogies, users need not download any plug-in or other client software to access their data. They can access their data from anywhere using only a browser.Microsoft Dynamics CRM can be integrated with Microsoft SharePoint to enable users to view and update Sales, Marketing, Service, and Knowledge Management data on a single screen. When the integration is done, Dynamics CRM becomes part of the portal environment and users can perform all activities on one screen.Microsoft Dynamics CRM integrates with Microsoft SharePoint by using web service applications and by using the Business Connectivity Services (BCS. The web service application allows Dynamics CRM to communicate with SharePoint servers via SOAP/HTTP requests. The BCS allows Dynamics CRM to create, read, update and delete data in SharePoint servers dynamically.Microsoft Dynamics CRM can be integrated with Microsoft SharePoint by using the fplowing methods:

  • Using the BCS sputions that are created in SharePoint Designer 2007.
  • Through custom code in the OnLoad event of the BDC web service application in SharePoint Designer 2007 or Visual Studio 2008.
  • Through custom code in the event handlers of the Windows Forms.

Integration of Microsoft Dynamics CRM with Microsoft SharePoint helps end users in the fplowing ways:

  • Users can view SharePoint lists and libraries in the Dynamics CRM application by using the BCS spution templates. They can also download the entire contents of SharePoint lists and libraries to view them offline in Dynamics CRM.
  • Users can create new records in SharePoint lists and libraries by using the Create New Record command available in the Quick Create dialog box of Dynamics CRM.
  • Users can update records in SharePoint lists and libraries by using the Update Records command available in the Quick Create dialog box of Dynamics CRM.
  • Users can select records from SharePoint lists and libraries to add them to the current entity record.
  • Users can select records from SharePoint lists and libraries to view them in Print Preview of Dynamics CRM.
  • End users can search for records from SharePoint lists and libraries in the Find Records dialog box of Dynamics CRM using one or more fields from SharePoint lists and libraries as search criteria.
  • Users can launch Web Parts of SharePoint sites directly from Dynamics CRM dashboards by using the GetWebPart method of the BCS web service application.
  • Users can launch specific Web Part pages or entire Web Part zones from Dynamics CRM dashboards by using the GetWebPartZone method of the BCS web service application.

Microsoft Dynamics CRM and Microsoft SharePoint have many benefits when used together. Users get multiple benefits including improved productivity, increased visibility into business data, better business processes, and reduced total cost of ownership (TCO. The integration of these two products makes it easier for users to find information because both of these products provide different views into data. Furthermore, users can easily share information between these two products through social networking features such as blogs, wikis, and RSS feeds. These social networking features also make it easy for users to see what other users are doing and how they are working together.References

The process to integrate Microsoft Dynamics CRM and SharePoint 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.