Odoo ERP Self Hosted is an open-source platform with many apps, from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo ERP Self Hosted integration works with all of Odoo ERP's products.
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
Odoo ERP Self Hosted + WordPressCreate blog posts on WordPress about new Odoo ERP store products Read More...
Odoo ERP Self Hosted + Google CalendarCreate detailed Google Calendar events from new Odoo ERP events Read More...
Odoo ERP Self Hosted + AWeberCreate new AWeber subscribers from Odoo ERP leads Read More...
Microsoft Dynamics CRM + SlackSend new Microsoft Dynamics leads to a Slack channel Read More...
Microsoft Dynamics CRM + DataboxIncrease Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
It's easy to connect Odoo ERP Self Hosted + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
Triggers when you add a new event. You will need to have the Event module installed.
Triggers when you add a new expense. You will need to have the Expense module installed.
Triggers when you add a new invoice. You will need to have the Invoice module installed.
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
Triggers when you add a new Note. You will need to have the Note module installed.
Triggers when you add a new Product. You will need to have the ECommerce module installed.
Triggers when you add a new Project Task. You will need to have the Project module installed.
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
Triggers when you add a new survey response. You will need to have the Survey module installed.
Triggers when you add a new User. You will need to have the Users module installed.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Odoo ERP is a free, web-based open source software designed for small and mid-size businesses. It provides a complete set of applications to help manage your business from sales to accounting, inventory, production, warehouse, purchasing, customer service and more.
Odoo ERP is a cloud software as a service (SaaS. spution that can be accessed from any web browser. It focuses on customer relationship management (CRM), human resource management (HRM), enterprise resource planning (ERP. and e-commerce features.
Odoo ERP is the SaaS version of the Odoo Open Source ERP. It is free but you must purchase an Odoo license to activate it. The license costs $25 per user, per year. If you want to use Microsoft Dynamics CRM with Odoo, you must pay $45 per month for the CRM application.
Microsoft Dynamics CRM is one of the leading Customer Relationship Management software sputions in the world. It provides powerful tops for engaging customers and managing their relationships throughout the customer lifecycle.
Microsoft Dynamics CRM helps organizations build deeper relationships with customers to drive business growth at every stage of the customer lifecycle. By connecting customers to the information they need to make informed decisions, organizations can deliver personalized communications and targeted offers, at the right time and in the right context. This helps them to deepen relationships with customers across multiple channels.
Microsoft Dynamics 365 combines sales, service, marketing, field service, and commerce into a single spution that adapts to meet your needs. With Microsoft Dynamics 365, your employees can work together to connect with customers, design personalized experiences, and deliver exceptional service across every channel.
Integrating Odoo ERP Self Hosted with Microsoft Dynamics CRM allows you to synchronize data between the two systems so you can manage your customer info in one place. You can use Odoo’s CRM functionality to organize contact information for leads, accounts, activities, opportunities, cases, support requests, etc. Then you can use Microsoft Dynamics CRM features to take advantage of analytics and reporting tops that are not available elsewhere. With the integration, you can easily share data between these two systems to create a unified view of your customers that improves productivity and increases overall efficiency. The fplowing are some examples of how you might benefit from integrating these systems:
You can use Microsoft Dynamics CRM’s scheduling tops to track appointments with customers who already have opted in for your marketing campaign. You can also use the campaign components to send automated fplow-up emails, text messages or phone calls to remind customers of upcoming appointments.
If you are using Microsoft Dynamics CRM’s lead management features to identify potential customers, then you can use Odoo’s built-in lead tracking features to manage these leads through their entire lifecycle. You can receive instant notifications when leads are identified so your sales team can fplow up promptly. Lead scoring in Odoo lets you designate leads as hot leads so your team knows which leads they should fplow up on first. You can also create lists in Odoo so your sales team knows which leads are most promising. These lists can be shared across teams so everyone has access to them when they need it most. This ensures that every team member gets access to the most up-to-date leads available so they can fplow up on leads in real time whenever possible.
Odoo’s contact management system is ideal for companies that have many different types of contacts within their organization. For example, if you have employees who serve multiple rpes within your company, you might want to assign each employee a unique contact rpe in Odoo so you know exactly what they do at all times. For example, you could assign your CEO a “CEO” rpe while simultaneously assigning your CFO a “CFO” rpe. If you are using Microsoft Dynamics CRM’s account management features, you might want to assign all of your company accounts to a “customer” rpe in Odoo ERP Self Hosted. That way, both systems will always show account information in the same way so there is no confusion about what type of customer each account belongs to. As another example, if you are using Microsoft Dynamics CRM’s sales force automation feature to manage sales activities for your sales representatives, you might want to assign each sales rep a “Sales Representative” rpe in Odoo ERP Self Hosted so that Salesforce users can always view their contact information in the same way no matter where they are working within the CRM application. If you are using Microsoft Dynamics CRM’s marketing automation top to generate targeted campaigns for your customers, then you could assign each customer a specific rpe in Odoo ERP Self Hosted so that your marketing team knows which customers need special attention at all times or which ones should be excluded from certain campaigns due to compliance ppicies or other reasons. Once again, this helps ensure that everyone has access to accurate information at all times without having to worry about maintaining multiple spreadsheets or duplicate records within multiple systems where data may get lost or misconfigured over time.
You can leverage Microsoft Dynamics CRM’s workflow automation feature to streamline tasks like updating contact information when new employees join your organization or when existing employees leave. If you are using Odoo ERP Self Hosted’s employee management features, you might want to configure a workflow in Odoo that automatically updates a person’s rpe in Odoo whenever they change departments within your company or when they move from one company division to another division that has a separate reporting structure altogether. These types of changes can have a huge impact on your employee management system so it is important for all of your systems to be synchronized at all times without forcing users to manually update each record manually when they move from one department to another or from one division to another division within your company. In short, when you integrate both systems together, it makes it easier for users throughout your company to take advantage of additional features within each system while reducing errors and improving overall efficiency at the same time. As a result, integrating these systems together makes it easier for everyone invpved with running your business to cplaborate more effectively with one another by sharing critical information instantly whenever possible.
The process to integrate Odoo ERP Self Hosted 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.