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Microsoft To-Do + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Microsoft To-Do and Microsoft Dynamics CRM

About Microsoft To-Do

Microsoft To Do is the task management app that makes it easy to stay organized and manage your life. It's simple, smart, and a whole new way to get work done in less time.

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.

Microsoft Dynamics CRM Integrations
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Best Microsoft To-Do and Microsoft Dynamics CRM Integrations

  • Microsoft To-Do Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Microsoft To-Do 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 To-Do Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Microsoft To-Do 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 To-Do Sendinblue

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Microsoft To-Do 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 To-Do Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Microsoft To-Do 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 To-Do Microsoft Dynamics CRM

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    {{item.message}} Read More...
    When this happens...
    Microsoft To-Do {{item.triggerTitle}}
     
    Then do this...
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Connect Microsoft To-Do + Microsoft Dynamics CRM in easier way

It's easy to connect Microsoft To-Do + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New List

    Triggers when a new list is created.

  • New Task

    Triggers when a new task is created.

  • Updated Task

    Triggers when any task is update.

  • 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.

    Actions
  • Create List

    Creates a new list.

  • Create Task

    Creates a new task

  • 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 To-Do & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Microsoft To-Do as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Microsoft To-Do with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Microsoft Dynamics CRM as an action app.

    (30 seconds)

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

    (10 seconds)

  5. Step 5: Authenticate Microsoft Dynamics CRM 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 To-Do and Microsoft Dynamics CRM

Microsoft To-Do is a free task management app that helps to manage your tasks in an easy way. It is available on desktop, Windows Mobile, and Android. You can add your tasks in To-Do by using voice input. Microsoft To-Do syncs your tasks across all your devices. It also allows you to cplaborate with other people using task sharing and comments.

Microsoft Dynamics CRM is a Customer Relationship Management (CRM. application. It is available as a cloud-based software and as an on-premises spution. With the help of this application, you can manage customer interactions. You can use it to create and manage contacts, leads, accounts, opportunities, and cases. You can also perform marketing activities such as lead management, email campaigns, and web form submissions.

Integration of Microsoft To-Do and Microsoft Dynamics CRM

Microsoft To-Do and Microsoft Dynamics CRM can be integrated with each other. The integration helps you to view and interact with your tasks and records from Microsoft To-Do inside Microsoft Dynamics CRM. With the help of this integration, you will be able to use your mouse and keyboard shortcuts for creating and editing records from Microsoft Dynamics CRM inside Microsoft To-Do.

Integration between these two applications helps you to transfer your tasks into Microsoft Dynamics CRM cases or lead records. When you create a new record in Microsoft Dynamics CRM, the lead or case will be automatically linked to the new record. Then you will be able to track your tasks without leaving the platform.

You can also export the record from a form in Microsoft Dynamics CRM as a task in Microsoft To-Do by clicking on Export button on the top right side of the form. After exporting the record as a task in Microsoft To-Do, you will have the option to change its name or description if required. You can also send a task to another person by sharing it with him/her.

Benefits of Integration of Microsoft To-Do and Microsoft Dynamics CRM

The integration between Microsoft To-Do and Microsoft Dynamics CRM helps both users and organizations. The users can now access their tasks from any device that has Microsoft To-Do installed on it. They do not have to switch between different applications to manage their tasks. Organizations also benefit from this integration because they can now access their project information from anywhere through any kind of device at any time. This integration saves time and makes projects easier to manage.

In this article, we have discussed about Integration of Microsoft To-Do and Microsoft Dynamics CRM. In the end, we have also summarized the benefits of this integration for both users and organizations.

The process to integrate Microsoft To-Do and Microsoft Dynamics CRM 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.