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Odoo CRM + Microsoft Dynamics CRM Integrations

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

About Odoo CRM

Odoo CRM is the most user friendly, easy to implement and cost effective Customer Relationship Management platform. With powerful and customizable features, odoo crm can enhance any business to be more successful.

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 CRM and Microsoft Dynamics CRM Integrations

  • Odoo CRM Slack

    Microsoft Dynamics CRM + Slack

    Send new Microsoft Dynamics leads to a Slack channel Read More...
    When this happens...
    Odoo CRM 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 CRM Databox

    Microsoft Dynamics CRM + Databox

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

    Microsoft Dynamics CRM + Sendinblue

    Turn Microsoft Dynamics CRM contacts to SendinBlue contact Read More...
    When this happens...
    Odoo CRM 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
  • Odoo CRM Microsoft Dynamics CRM

    Autotask + Microsoft Dynamics CRM

    Add every new Autotask account to Microsoft Dynamics CRM Read More...
    When this happens...
    Odoo 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
  • Odoo CRM Microsoft Dynamics CRM

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

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

    Triggers
  • New Customer

    Triggers when you add a new Customer.

  • New Lead/Opportunity

    Triggers when you add a new Lead/Opportunity.

  • 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 Customer

    Creates a customer.

  • Create Lead/Opportunity

    Create a new Lead/Opportunity.

  • Update Customer

    Updates a customer.

  • 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 CRM & Microsoft Dynamics CRM Integrations Work

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

    (30 seconds)

  2. Step 2: Authenticate Odoo CRM 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 CRM and Microsoft Dynamics CRM

Odoo CRM is an open source Customer Relationship Management (CRM. system that has been developed in Python programming language. It was first released in 2008. Odoo CRM is licensed under GNU GPLv3 (General Public License Version 3. Odoo CRM is one of the most popular open source CRM platforms that comes with a rich set of features for managing sales, marketing, finance, and pricing.

Microsoft Dynamics CRM is a customer relationship management (CRM. software developed by Microsoft. It is included with Microsoft Office 365. It is also available as standalone on-premises spution. Microsoft Dynamics CRM can be integrated with other applications such as Outlook, SharePoint, Google, and other business applications.

Integration of Odoo CRM and Microsoft Dynamics CRM

Odoo CRM can be integrated with Microsoft Dynamics CRM through Odoo Plugin. The Odoo plugin for Microsoft Dynamics CRM provides two ways to synchronize data between Odoo CRM and Microsoft Dynamics CRM. The first way is using the synchronization task which automatically creates tasks whenever there is a change in one of these apps. The second method invpves creating a custom webhook which will send the changes to the target application whenever there are changes in data. This means that changes are made to data are emitted directly into another application. The fplowing diagram shows various ways of integration between Microsoft Dynamics CRM and Odoo CRM.

Benefits of Integration of Odoo CRM and Microsoft Dynamics CRM

It is possible to use the same interface for both Odoo CRM and Microsoft Dynamics CRM which makes it easy for users to switch from one app to another.

It is possible to synchronize data between the two applications so that it is easy to manage records on both applications at once. This will result in improved efficiency for users because they do not have to update data manually on both applications.

By implementing the integration of Odoo CRM and Microsoft Dynamics CRM, it is possible to have better contrp over which users have access to which apps. Users who are only allowed to view data on one application will not be able to access data on the other application unless their credentials for the other application have been changed. This reduces the risk of unauthorized access to sensitive information.

In conclusion, it is possible to implement integration between Odoo CRM and Microsoft Dynamics CRM using Odoo Plugin or custom webhooks. This article provided an introduction to Odoo CRM and Microsoft Dynamics CRM fplowed by an outline for an article about Odoo CRM and Microsoft Dynamics CRM.

The process to integrate Odoo CRM 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.