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Microsoft Dynamics CRM + Slack Integrations

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

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 Slack

Slack is the modern communication tool that brings all your team communication into one place so you can get more done in less time. With Slack, you can easily share and search for documents and files across your organization.

Slack Integrations
Slack Alternatives

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

  • Microsoft Teams Microsoft Teams

Best Microsoft Dynamics CRM and Slack 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 Google Sheets

    Slack + Google Sheets

    Add Slack messages to a Google Sheets spreadsheet Read More...
    When this happens...
    Microsoft Dynamics CRM New Message Posted to Channel
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you want to create an archive for everything posted to your Slack channel, then this integration from Appy Pie Connect can help you save a lot of time. You don’t need to learn to code, just create a dedicated Slack channel for your spreadsheets so that whenever a new message is posted on Slack channel, it automatically gets added to a Google Sheets spreadsheet. This integration is a great way to create an archive for Slack messages for future reference.
    How It Works
    • A new message is posted on you slack channel
    • Appy Pie Connect will copy the message & paste it into a new row in your Google Sheets spreadsheet
    What You Need
    • A Google account
    • A Slack account
  • Microsoft Dynamics CRM Todoist

    Slack + Todoist

    Add new starred Slack messages to Todoist as tasks Read More...
    When this happens...
    Microsoft Dynamics CRM New Starred Message
     
    Then do this...
    Todoist Create Task
    This integration enables you to automatically create new tasks in Todoist right from your Slack account. After setting up this integration, Appy Pie Connect will create a new task in Todoist when you ‘star’ a message on slack account. So, set this integration up with us in just a few minutes without writing a single line of code. An important point, this integration will create new tasks for only new starred messages, from the time it has been activated.
    How It Works
    • You star a message in Slack
    • Appy Pie Connect will create a Todoist task fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Todoist account
  • Microsoft Dynamics CRM Trello

    Slack + Trello

    Create Trello cards from new starred Slack messages Read More...
    When this happens...
    Microsoft Dynamics CRM New Starred Message
     
    Then do this...
    Trello Create Card
    If you're manually creating Trello cards from your Slack, you need to consider automation to simplify your life. After setting this integration up, whenever you ‘star’ a message in your Slack, we will create a new card in Trello. This integration will help you manage your workflow efficiently without missing a single task. Enjoy the benefits of workflow automation, set up this integration now! Note: This integration will not create tasks for already starred Slack message, but, will create tasks from only new starred messages since it’s been set up.
    How It Works
    • Star a message in Slack
    • Appy Pie Connect will create a Trello card fetching information from the starred Slack message
    What You Need
    • A Slack account
    • A Trello account
  • Microsoft Dynamics CRM Trello

    Slack + Trello

    Create Trello Cards from a Slack Channel Read More...
    When this happens...
    Microsoft Dynamics CRM New Message Posted to Channel
     
    Then do this...
    Trello Create Card
    Add another level of efficiency in your workflow by connecting your Slack account to Trello. Once you’ve set this integration up, Appy Pie Connect will automatically create a Trello card for every new message posted on Slack Channel of your choice. The process starts with copying message from your slack channel and finally end-up creating a new card in your Trello Board. So, integrate Slack with Trello now and get most out of your team.
    How It Works
    • Someone posts a message on your Slack Channel
    • Appy Pie Connect copies the text and creates a new card in your Trello Board
    What You Need
    • A Slack account
    • A Trello account
  • Microsoft Dynamics CRM Trello

    {{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 + Slack in easier way

It's easy to connect Microsoft Dynamics CRM + Slack 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 Channel

    Triggers upon creation of a new #channel.

  • New Mention

    Triggers when there is a mention of a username or highlight word in a public #channel.

  • New Message Posted to Channel

    Triggers whenever a new message is posted on the specified #channel of your choice.

  • New Message Posted to Private Channel

    Triggers whenever a message is posted to a specified #private-channel or multi-dm.

  • New Starred Message

    Triggers when you star a message.

  • New User

    Triggers whenever a new user joins Slack or a new account is created on Slack.

    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 Reminder

    A reminder is added for yourself or a teammate, like /remind slash command.

  • Create Channel

    Creates a new channel.

  • Send Channel Message

    A new message is posted to your chosen #channel.

  • Send Direct Message

    Send a direct message to a user or yourself through the Slackbot.

  • Send Private Channel Message

    A new message is posted to your chosen private channel.

  • Set Channel Topic

    Sets the topic on a specific channel.

  • Set Status

    Updates your Slack status to the specified text & emoji.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Slack 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 Slack

Microsoft Dynamics CRM is a customer relationship management system, which allows users to manage relationships with the customers in an organized way. It also allows the users to interact directly with the customers. The top is used by the businesses worldwide, and it has become a part of everyday life of many people. The integration between Microsoft Dynamics CRM and Slack, a teamwork communication app, is a new way of communication for teams. With the integration, the users can communicate with their team members in a more convenient way.

Integration of Microsoft Dynamics CRM and Slack

Slack is a cloud-based instant messaging app that was created by Atlassian Corporation in 2013. It is designed for teams where they can talk with each other in real time over the internet. Some of the features that Slack makes possible are file sharing, screen sharing, ppls, document editing etc. The app integrates with lots of other apps such as Google Drive, Trello, Dropbox, Evernote etc.

Benefits of Integration of Microsoft Dynamics CRM and Slack

With Microsoft Dynamics CRM and Slack integration, the users can communicate with each other in a more efficient way. For example, if someone in the company needs to find out some information about a client or any email attachments from another employee, he does not have to forward all the emails to him but instead he can ask him directly via Slack. Communication becomes less time-consuming, thus allowing the employees to work faster and efficiently. Moreover, using Slack’s search feature, you do not have to go through emails one by one to find the needed information but you can just search for it on Slack.

Furthermore, if you are working on something important and need your cpleagues to provide you some input on that project or task, you can send them a direct message on Slack so that they will be aware of what you are working on and what they need to do. In this way, you will be able to get their help quickly without any problems.

In conclusion, I believe that the integration of Microsoft Dynamics CRM and Slack is something useful for workplaces as it increases efficiency of the employees and also improves communication and teamwork within the organization.

The process to integrate Microsoft Dynamics CRM and Slack 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.