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Odoo ERP Self Hosted + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Odoo ERP Self Hosted and Microsoft Dynamics CRM

About Odoo ERP Self Hosted

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.

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
Microsoft Dynamics CRM Alternatives

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

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Best Odoo ERP Self Hosted and Microsoft Dynamics CRM Integrations

  • Odoo ERP Self Hosted WordPress

    Odoo ERP Self Hosted + WordPress

    Create blog posts on WordPress about new Odoo ERP store products Read More...
    When this happens...
    Odoo ERP Self Hosted New Product
     
    Then do this...
    WordPress Create Post
    With this Appy Pie Connect integration you can automatically create new blog entries about your products. Once active, Appy Pie Connect will transfer the product information you specify and produce a new blog post in your WordPress blog whenever you add a new product to your OpenERP store. Then all you have to do is add more information about the product and publish—no more copying and pasting data from OpenERP into WordPress.
    How It Works
    • A new products is added to your Odoo ERP store
    • Appy Pie Connect create a new post on WordPress.
    What You Need
    • Odoo ERP account
    • WordPress account
  • Odoo ERP Self Hosted Google Calendar

    Odoo ERP Self Hosted + Google Calendar

    Create detailed Google Calendar events from new Odoo ERP events Read More...
    When this happens...
    Odoo ERP Self Hosted New Calendar Event
     
    Then do this...
    Google Calendar Create Detailed Event
    Do you need some assistance keeping your calendar up to date with your OpenERP events? Set up this OpenERP Google Calendar integration to make the connection smooth from then on. When you do, any new event you enter in OpenERP will instantly create a new comprehensive event in Google Calendar, complete with all the details you need to stay on top of what's coming up.
    How This Odoo ERP-Google Calendar Integration Works
    • A new calendar event is added to your Odoo ERP store
    • Appy Pie Connect create a detailed event on Google Calendar.
    What You Need
    • Odoo ERP account
    • Google Calendar account
  • Odoo ERP Self Hosted AWeber

    Odoo ERP Self Hosted + AWeber

    Create new AWeber subscribers from Odoo ERP leads Read More...
    When this happens...
    Odoo ERP Self Hosted New Lead/Opportunity
     
    Then do this...
    AWeber Create Subscriber
    Set up this Odoo ERP- Mailchimp integration and let us take care of keeping your leads up to date with your newsletters and announcements. When you do, every new lead uploaded to Odoo ERP will add a new subscriber to your AWeber list automatically and reliably, ensuring that your marketing reaches all of those potential customers.
    How This Integration Works
    • A new lead is added to Odoo ERP
    • Appy Pie Connect creates a new subscriber to AWeber.
    What You Need
    • Odoo ERP account
    • AWeber account
  • Odoo ERP Self Hosted Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Odoo ERP Self Hosted 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
  • Odoo ERP Self Hosted Databox

    Microsoft Dynamics CRM + Databox

    Increase Databox counters with new contacts in Microsoft Dynamics 365 CRM Read More...
    When this happens...
    Odoo ERP Self Hosted 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
  • Odoo ERP Self Hosted Databox

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    {{item.message}} Read More...
    When this happens...
    Odoo ERP Self Hosted {{item.triggerTitle}}
     
    Then do this...
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Connect Odoo ERP Self Hosted + Microsoft Dynamics CRM in easier way

It's easy to connect Odoo ERP Self Hosted + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Blog Post

    Triggers when you add a new Blog Post. You will need to have the Blog module installed.

  • New Calendar Event

    Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.

  • New Event

    Triggers when you add a new event. You will need to have the Event module installed.

  • New Expense

    Triggers when you add a new expense. You will need to have the Expense module installed.

  • New Invoice

    Triggers when you add a new invoice. You will need to have the Invoice module installed.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.

  • New Note

    Triggers when you add a new Note. You will need to have the Note module installed.

  • New Product

    Triggers when you add a new Product. You will need to have the ECommerce module installed.

  • New Project Task

    Triggers when you add a new Project Task. You will need to have the Project module installed.

  • New Sale Quotation

    Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.

  • New Survey Response

    Triggers when you add a new survey response. You will need to have the Survey module installed.

  • New User

    Triggers when you add a new User. You will need to have the Users module installed.

  • 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 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 Odoo ERP Self Hosted & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Odoo ERP Self Hosted as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Odoo ERP Self Hosted 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 Odoo ERP Self Hosted and Microsoft Dynamics CRM

Odoo ERP Self Hosted

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

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.

Integration of Odoo ERP Self Hosted and Microsoft Dynamics CRM

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.

Benefits of Integration of Odoo ERP Self Hosted and Microsoft Dynamics CRM

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.