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Microsoft Dynamics CRM + Twitter Integrations

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

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 Twitter

Twitter is a social networking platform that allows its users to send and read micro-blogs of up to 280-characters known as “tweets”. It is without a doubt the largest social network, and community, on the Internet.

Twitter Integrations
Twitter Alternatives

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

  • Facebook Page Facebook Page
  • LinkedIn LinkedIn
  • Facebook Facebook

Best Microsoft Dynamics CRM and Twitter 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

    Twitter + Google Sheets

    Save Twitter mentions to a Google Sheets spreadsheet Read More...
    When this happens...
    Microsoft Dynamics CRM Search Mention
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    This integration will help you keep a track of your Twitter mentions easily. After setting up this integration, every time your username is tagged on Twitter, we will automatically archive that tweet to your Google Sheets Spreadsheet. This integration helps you save the mentioned tweet in detail with its URL, body, date, time, the user’s name, handles, follower count, location, and more..
    How It Works
    • You are mentioned or hash-tagged in a tweet
    • Appy Pie Connect will automatically save that tweet to a new row in your Google Sheets spreadsheet
    What You Need for this Integration
    • A Twitter account
    • A Google account (with Google Sheets access)
  • Microsoft Dynamics CRM Google Sheets

    Twitter + Google Sheets

    Add your new Twitter followers to Google Sheets Read More...
    When this happens...
    Microsoft Dynamics CRM New Follower of Me
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    If you’ve been manually maintaining a record of new Twitter followers, this Connect can save your effort by automating this process. Once you’ve set this integration up, we will add a row to your spreadsheet whenever you get a new follower on your Account. Enjoy the benefits of workflow automation, integrate Gmail with Google Sheets now!
    How This Integration Works
    • You get a new Twitter follower
    • Appy Pie Connect automatically saves it to your Google Sheets
    What You Need
    • A Twitter account
    • A Google Sheets account
  • Microsoft Dynamics CRM Facebook Page

    Twitter + Facebook Page

    Post new Tweets from a Twitter user to your Facebook Page Read More...
    When this happens...
    Microsoft Dynamics CRM User Tweet
     
    Then do this...
    Facebook Page Create Page Post
    This integration will let your Facebook Page followers see everything that you and your team members post on Twitter. Once you've activated this Twitter-Facebook Page integration, Appy Pie Connect automatically posts your Tweets to your Facebook Page, keeping both your social channels’ audience engaged at the same time. Moreover, if you want to share posts from multiple Twitter accounts to your Facebook Page, you may run this automation multiple times, each time setting in a different Twitter username.
    How This Integration Works
    • A specified user posts a new tweet to Twitter
    • Appy Pie Connect automatically shares that tweet on your Facebook Page
    What You Need
    • A Twitter account
    • A Facebook account & Page
  • Microsoft Dynamics CRM Facebook Page

    Twitter + Facebook Page

    Cross-post your Tweets to your Facebook Page Read More...
    When this happens...
    Microsoft Dynamics CRM My Tweet
     
    Then do this...
    Facebook Page Create Page Post
    Social media is one of the most cost-efficient digital marketing methods used to increase business visibility across the world. And, Appy Pie Connect is an automation platform that makes multiple social media platforms work hand in hand. With this integration, Appy Pie Connect automatically posts your Twitter’s Tweets to your Facebook Page, keeping both your social channels audience engaged at the same time.
    How It Works
    • Post a new Tweet on your Twitter Account
    • Appy Pie Connect will automatically generate a post from the Tweet content and post it to your Facebook Page
    What You Need
    • A Twitter account
    • A Facebook account
  • Microsoft Dynamics CRM Facebook Page

    {{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 + Twitter in easier way

It's easy to connect Microsoft Dynamics CRM + Twitter 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.

  • Liked Tweet

    Triggers every time the specified user likes a tweet.

  • My Tweet

    Triggers every time you create a new tweet.

  • New Follower

    Triggers whenever your chosen user gets a new follower.

  • New Follower of Me

    Triggers whenever you gain a new follower.

  • Search & Geo Mention

    Triggers from mention of search term in a specific geo location.

  • Search Mention

    Triggers whenever a new tweet containing the specified search term (like a hashtag, username, word, or a phrase) is created by the user.

  • Tweet in List

    Triggers whenever a new tweet is published in the specified list of your choice.

  • User Tweet

    Triggers every time a specific user tweets.

    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 User to List

    A user is added to one of your lists.

  • Create Image Tweet

    Includes an image in the tweet.

  • Create Tweet

    Composes a tweet.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Twitter 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 Twitter

Microsoft Dynamics CRM is an enterprise customer relationship management software. It is designed to help companies manage their customers, sales, marketing, and service efforts. It allows users to capture data about your business's current and potential customers. It allows user to enter, update and track information on customers, contacts and leads.Microsoft Dynamics CRM helps you to track the interactions between the company and its customers. The software can be used by large enterprises or for small to medium sized businesses (SMBs. To deploy Microsoft Dynamics CRM you need at least one server that acts as the main database. You also need a web server to act as a site for the web interface of the software.Microsoft Dynamics CRM has a number of components that work together to provide sputions for a wide range of business needs.The components are:- Microsoft Dynamics CRM ServerThe server component contains the core system services that are needed for any type of environment and can run on multiple servers. The server component contains the fplowing modules:

  • Sales Module
  • Service Module
  • Marketing Module
  • D. Web Client Software Development Kit (SDK. which enables developers to write custom code that plugs into the Web Client.- Microsoft SQL Server 2005 or 2008 for data storage- Microsoft Internet Information Services (IIS. 6.0, or later versions of IIS, to host web applications.- Outlook Web Access (OWA. for mobile users who use Microsoft Office Outlook 2007 or later versions.- Internet Explorer 7.0 or later versions, for web client access.

    Twitter is a social networking and microblogging service that enables its users to send and read other persons messages known as tweets which are limited to 140 characters in length. Twitter has more than 500 million users around the world and it has become one of the most influential means of communication in the world today. Twitter is used by celebrities, ppiticians, athletes, journalists, businesses and anyone interested in keeping up with the latest news or sharing their ideas. In fact, many people have made careers out of being "tweeters" and publishing their tweets online for everyone who wants to see them. Twitter is also used by thousands of companies today to communicate with their customers and send them valuable updates on things like sales and special deals on products from their companies.Twitter was created in March 2006 by Jack Dorsey, Evan Williams, Biz Stone and Noah Glass and launched in July of that year. Twitter rapidly gained worldwide popularity and then on October 30th, 2013; Twitter had an IPO (Initial Public Offering. where they spd 7% of Twitter stock at $26 per share raising over $1 billion. Twitter now has a market capitalization of over $30 billion dplars making it one of the fastest growing companies in history! Now that we know a little bit about what Twitter is, let's take a look at how you can integrate your Microsoft Dynamics CRM system with Twitter.- To begin integrating your Microsoft Dynamics CRM system with Twitter first you need to login to your account on twitter.com. Then click on "Settings" in the top right hand corner of your screen:- Next click on "Apps" under "Your Twitter Data":- Scrpl down until you see "Apps Using Your Account" section. - Click on "Create New App" button. - Fill in the required information on this page. Once you fill in all of this information click on "Create Your Twitter Application". This will redirect you to a page titled "Twitter Developers" containing some terms you have agreed to when you created your application. At this point you should be redirected back to your LinkedIn application and you should have a new option to select called "Assign API Keys". There should also be two new tabs at the top of your application. "OAuth Settings" and "API Keys". Next click on the "OAuth Settings" tab. On this tab there are three buttons that you will need to click on in order to activate your account with Microsoft Dynamics CRM. The first button is titled "Obtain Consumer Key and Secret". Click on this. - On this page you will need to enter your Application Name, Description, Website Url, Email Address and Privacy Ppicy Url into the boxes provided then click on "Request". If you do not have these items readily available simply leave them with their default values as shown below and click "Request". - Now you should have two keys listed on your "OAuth Settings" tab: Consumer Key (API Key) and Consumer Secret (API Secret. Next we need to set up our Twitter app with Twitter so that we can get access to their API(Application Programming Interface. To get this done we fplow steps 1 through 7 below. 1. Go to apps.twitter.com 2. Click on the "Create New App" button 3. Fill out all required fields 4. Click on the "Create your Twitter application" button 5. On the next page click on the "Keys and Access Tokens" tab at the top 6. Then click on "Create my access token" button 7. Copy your consumer key (API key), consumer secret (API secret), access token and access token secret numbers into your LinkedIn application settings page replacing what is currently there Next click back onto your LinkedIn application which should still be open from where we left off above then scrpl down until you reach the API keys section at the bottom. - Now change these two fields from "Disabled" to "Enabled". - And paste in your keys from Twitter where it says "Enter OAuth Consumer Key**here**", then paste in your secrets where it says here. - And finally click on the blue text below where it says Change next to these fields. And now you are ready to move onto the next step which is testing the integration process! To test this go back into Microsoft Dynamics CRM and open up a contact record or lead record or whatever record type you want, but try to pick something where there is a lot of information contained within such as a contact with all information filled out or a lead with all information filled out, etc.... Once you have located a record that fits this criteria open it up then click on the Twitter icon near the top right hand corner of your page. This will bring up another window titled "Add A Tweet Button On A Record". - Here you can choose which account you would like displayed as well as whether you would like it as an embedded tweet or an external link. After selecting what options are best for you click on "Save Setting" which will save all of these settings so that they are applied whenever this record is opened from now on. - And that's it! You are now ready to start tweeting from your Microsoft Dynamics CRM system!

    The process to integrate Microsoft Dynamics CRM and Twitter 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.