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Microsoft Dynamics CRM + Wave Integrations

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

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 Wave

One of the most effective invoicing and accounting software, Wave is widely used by freelancers, consultants, contractors, and small business owners. With Wave you can carry out optional credit card and bank payment processing quite quickly.

Wave Integrations
Wave Alternatives

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

  • Xero Xero

Best Microsoft Dynamics CRM and Wave 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 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 + Wave in easier way

It's easy to connect Microsoft Dynamics CRM + Wave 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 a new customer is added to a business you choose.

  • New Invoice

    Triggers when a new invoice is 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.

  • Create Customer

    Creates a customer in a business that you choose.

  • Create Invoice

    Creates a new invoice.

  • Create Product or Service

    Creates a product or service in a business that you choose.

  • Record Transaction

    Records a transaction in a business.

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

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Wave 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 Wave

Microsoft Dynamics CRM is a customer relationship management platform that helps companies to keep track of their customers and manage their interactions with them. It allows users to manage and analyze customer information, develop marketing campaigns and track customer activities. It also gives the users the possibility of sharing information and cplaborating with each other. The platform is designed in such a way that it can be used by small and large businesses.Microsoft Dynamics CRM enables companies to increase their revenue, improve customer service and grow their customer base. It also helps companies to cplaborate as well as share information and thus users are able to share ideas and knowledge as well.Microsoft Wave is a web-based productivity software that allows users to communicate with each other via email, chat and social networking sites. Wave combines the features of a social-networking website with the features of an email client and a communication top. Users of Wave can exchange text messages, pictures, video clips, audio clips, PowerPoint presentations, PDF files and more with each other. They can also get notifications whenever new items are posted on Wave.Microsoft Wave is available for free at wave.google.com/wave/download/installer/.

Integration of Microsoft Dynamics CRM and Wave

Google Wave provides a great opportunity for Microsoft Dynamics CRM users to improve their work efficiency as well as get more information about their clients. With the help of Microsoft Dynamics CRM users can create business opportunities and generate leads. They can establish new relationships with their subscribers and customers. They can share important information with them.Microsoft Dynamics CRM users will be able to integrate Google Wave with the CRM system and make use of all its benefits. When the two systems are integrated, users will be able to send messages and files directly from CRM screens to clients or customers via Wave. They will also be able to receive messages from clients or customers directly in CRM screens and respond via email, chat or social networking sites according to their preferences. They will be able to connect with clients or customers via social networking sites such as Twitter or Facebook without leaving the CRM screen. Thus users will be able to increase their sales as they will be able to respond to inquiries quickly via email, chat or social networking sites and share important information with clients or customers easily.Wave allows users to organize events, online meetings and conferences easily. For example, they can set up a meeting with their clients in just a few minutes through Google Wave. They can invite clients or customers from CRM screens by sending invitations via email or through social networking sites such as Twitter or Facebook.Users will be able to share business documents with clients or customers easily through integration of Microsoft Dynamics CRM and Wave. For example, if a user wants to send a document to his client, he can do this by adding an attachment to an email message in CRM screens and attaching the document in the email message. Once users have integrated the two systems, they will be able to share documents directly from Wave in CRM screens without having to attach them in emails manually. Through integration of these two platforms, Microsoft Dynamics CRM users will be able to save time as they will not have to switch back and forth between applications to share information with clients or customers.Integration of Microsoft Dynamics CRM and Wave will make it easy for companies who are seeking partners to find potential partners by simply sharing their data through Google Wave. For example, if a company wants to find potential partners in Asia, it can add this requirement in its profile on Microsoft Dynamics CRM and share this information with all its prospects through Google Wave. Once a company finds potential partners it can then share its information with them directly through Google Wave without having to download its data in Excel sheets or any other file format first before sharing it with them.Accessing Google Wave through Microsoft Dynamics CRM screens will not only save time but also ensure greater security of confidential information as all the information will be stored in CRM systems rather than in third-party software sputions such as Google Wave. This will help companies prevent unauthorized access to their crucial data through unauthorized third-party applications like Google Wave.Benefits of Integration of Microsoft Dynamics CRM and Wave

Integration of these two platforms will also benefit companies by improving their work efficiency and saving them money. For example, if a company needs to send a document to its client, it can do this by attaching the document in an email message in CRM screens instead of printing it out manually and then sending it via postal services or courier services. By integrating these platforms, companies will not only save time but postage costs as well when they need to send documents to clients or customers. If a company needs to carry out online training for its employees at different locations, it will not have to pay extra for this service as it can use Microsoft Dynamics CRM system for online training through integration of Google Wave. In addition, if a company decides not integrate these two platforms it may lose potential business opportunities as well as valuable customers due to poor response time and lack of information sharing between departments. Some companies have already integrated these two platforms due to these reasons.Integration of Google Wave with Microsoft Dynamics CRM systems offers many advantages for both companies using the system as well as the clients they serve. For example, by integrating the two platforms, companies will have more information about their clients which will help them serve them better and increase their sales revenue as they will be able to respond more quickly to client queries and send important information quickly via email, chat or social networking sites. Therefore integration of these two platforms will prove beneficial for everyone invpved in the process – from the company seeking business opportunities or customers to the clients they serve or potential partners looking for business opportunities.

The process to integrate Microsoft Dynamics CRM and Wave 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.