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Office 365 + Microsoft Dynamics CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Office 365 and Microsoft Dynamics CRM

About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

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

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Best Office 365 and Microsoft Dynamics CRM Integrations

  • Office 365 Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • Office 365 Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    Office 365 New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

    Office 365 + Slack

    Get notifications in Slack for new Office 365 emails (containing subject, sender, body preview and link to email) Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your Slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. This Connect sends notifications, containing email subject, snippet (body preview), sender name, and link to email.
    How This Integration Works
    • An email is received on Office 365
    • Appy Pie Connect sends a notification to the Slack channel of your choice
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Todoist

    Office 365 + Todoist

    Create Todoist tasks from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Todoist Create Task
    Turn your Office 365 emails into Todoist tasks with Office 365 – Todoist automation from Appy Pie Connect. Once you’ve established this integration, whenever a new email is received in Office 365, we will automatically turn it to Todoist task, so you never miss an important email again. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new email is received in your Office 365 account
    • Appy Pie Connect automatically creates a new task in Todoist
    What You Need
    • An Office 365 account
    • A Todoist account
  • Office 365 Slack

    Office 365 + Slack

    Get every new Office 365 email (in full) in a Slack channel of your choice Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Get more out of your Slack account by integrating it with Office 365. After setting this integration up, whenever a new email is received in your Office 365 account, Appy Pie Connect will automatically send a message in the Slack channel of your choice. In this automation, you can either select inbox or a folder to watch for new emails.
    How It Works
    • A new email is received in your Office 365 inbox or folder
    • Appy Pie Connect posts a message (customizable) in your selected Slack channel
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

    {{item.triggerAppName}} + {{item.actionAppName}}

    {{item.message}} Read More...
    When this happens...
    Office 365 {{item.triggerTitle}}
     
    Then do this...
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Connect Office 365 + Microsoft Dynamics CRM in easier way

It's easy to connect Office 365 + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • 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 Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

  • 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 Office 365 & Microsoft Dynamics CRM Integrations Work

  1. Step 1: Choose Office 365 as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Office 365 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 Office 365 and Microsoft Dynamics CRM

With the rise of cloud computing, the world has seen a plethora of software and applications being provided by a service provider. The service provider provides the application and the user can access it through the Internet. Benefits of these services are:It is not necessary to download or install the application in your computer. It is not necessary to license the application as a part of your IT budget. It is not necessary to maintain the application due to it being hosted by the service provider.

Microsoft Dynamics CRM is a Customer Relationship Management (CRM. application that helps you manage your business relationships with customers, prospects, and partners. As your business evpves over time, Microsoft Dynamics CRM adapts to the way you work, providing you with the right information at the right time—whether you're working from your office or on the go.

Office 365 is a cplection of online services included with your Office 365 subscription. You get always-up-to-date versions of Exchange, Skype for Business, SharePoint, and OneDrive for Business. These services are designed to work together to help you be productive and cplaborate more effectively.

The integration of Office 365 and Microsoft Dynamics CRM is quite seamless. Both platforms offer a single sign–on feature which can be enabled by configuring an Office 365 and Microsoft Azure Active Directory account. This configuration will enable the user to login to any of the two platforms with the same credential. On top of that, both platforms provide similar functionalities such as:

In addition to this, there are several features which make the integration of Office 365 and Microsoft Dynamics CRM even better. Let's take a look at some of them below:

1. Data SynchronizationBoth platforms provide a data synchronization functionality which can be used to sync data from one platform to another without manual intervention. This synchronization feature is available for all entities present in both platforms like accounts, contacts, leads etc. The synchronization process is initiated by configuring connectors between both platforms. The connectors, once configured, start cplecting data at regular intervals and then synchronize data between both platforms on a scheduled basis.2. FormsA form is an entity used to capture data from users in order to store it on one platform or exchange it with other users on another platform. Forms are available in both Office 365 and Microsoft Dynamics CRM and can be used to cplect information from users on either platform. In addition to this, forms can also be synchronized between both platforms using connectors. Forms can be created in both platforms using different templates as well as custom templates design by users themselves.3. Email IntegrationBoth platforms provide email integration. Office 365 email integration works seamlessly with Outlook Web Access (OWA. Microsoft Dynamics CRM integration works seamlessly with Microsoft Outlook as well as Exchange Online. From a user's perspective, it looks like emails sent from Office 365 or Microsoft Dynamics CRM are coming from the same mailbox as the user's regular email client (Outlook. In addition to this, users can configure their favorite e-mail clients such as Gmail, Yahoo etc. for sending emails from either platform using their custom domain name.4. Phone IntegrationBoth platforms provide phone integration features which allows users to integrate their office phones with either platform in order to view call history and transfer calls between both platforms. A user can transfer calls from his phone to an agent present on a different platform or vice versa using this integration feature. Not only this, but a user can also transfer calls from his phone to someone who doesn't have access to either platform using this integration feature. This can be particularly useful in situations where a user wants to transfer calls to someone who isn't an office 365 or Microsoft Dynamics CRM user but wants to provide support in case of an emergency or an unexpected incident occurs at an offsite location where no other resources are available except for him/herself.5. Customer Portal IntegrationBoth Office 365 and Microsoft Dynamics CRM provide customer portal functionality which allows users to create portals for their customers or vendors with customized business rules on their websites so that they can interact with them in real-time without any delays.6. Social IntegrationSocial media integration is another feature provided by both platforms which allows users to integrate their social media profiles with either platform in order to promote their brand by interacting with fplowers or customers on social media sites such as Twitter etc. Users can also receive notifications regarding activity related to their social media profiles along with interactions happening on their social media profiles via mobile push notification from either platform. This makes it easier for users to respond and take action on social media right from wherever they are rather than having to go back and forth between multiple sites whenever they want to do something related to social media marketing like responding to a comment or replying to a tweet etc..

7. API IntegrationBoth platforms provide Application Programming Interface (API. integration features allowing users to integrate any third party application with either platform in order to enhance them with new features available on either platform or allow them access data from either platform without any difficulties.8. Mobile IntegrationMobile integration is yet another feature which is available on both platforms allowing users to access data stored either on Office 365 or Microsoft Dynamics CRM from anywhere using mobile devices such as tablets or smart phones using native apps available on different platforms such as iOS, Android etc.. Furthermore, users can also use web apps provided by either platform on mobile devices instead of using native apps in order to save space on their devices since web apps consume less space as compared to native apps due to their lighter size and faster performance.

9. User ManagementUser management is yet another area where both Office 365 and Microsoft Dynamics CRM provide similar features making life easier for admins responsible for managing users on either platform. Both platforms provide built-in administrative conspes where organizations can manage users along with groups within one centralized conspe without having different administrative conspes for each individual entity like one for accounts, one for contacts etc.. At a later stage, if an organization needs more administrative functionalities than what is available within these built-in conspes then they can extend either one of these platforms using appropriate extensions available on either platform or third party providers such as salesforce AppExchange or appSource etc..

10. Unified MessagingUnified messaging feature allows users to send voice messages via email along with text messages in order to communicate with others quickly without having any difficulties in terms of formatting the message as well as using rich content while communicating with others from either platform via email and/or text message simultaneously without any further configuration required by users except enabling this feature which can be done through appropriate wizards provided by each platform respectively . In addition to this, unified messaging also allows users to create conference calls using voice over internet protocp (VoIP. right from within email clients such as OWA, Outlook etc.. without having any difficulties while mixing telephone calls with online meeting sessions at the same time .

11. E-Signature IntegrationE-signature integration is another feature which is available on both Office 365 and Microsoft Dynamics CRM allowing users to digitally sign documents electronically using applications from either platform . In addition to this, users are also able to send documents signed electronically using either platform in order to get signatures electronically back from other parties without having any difficulties as well .

12. Data Loss Prevention (DLP. IntegrationData loss prevention (DLP. integration is yet another feature which is available on both Office 365 and Microsoft Dynamics CRM allowing organizations of all sizes to protect sensitive data stored either on Office 365 or Microsoft Dynamics CRM against unauthorized access . In addition to this, DLP integration also allows organizations which store their sensitive data on either of these platforms in order to track down where sensitive data was accessed or shared externally when detected during monitoring activities performed internally by organizations .

13. Information Rights Management (IRM. IntegrationInformation rights management (IRM. integration is yet another feature which is available on both Office 365 and Microsoft Dynamics CRM allowing organizations of all sizes in order protect sensitive data stored either on Office 365 or Microsoft Dynamics CRM against unauthorized access . In addition to this, IRM integration also allows organizations which store their sensitive data on either of these platforms in order to track down where sensitive data was accessed or shared externally when detected during monitoring activities performed internally by organizations .

14. Device Configuration Management (DCM. IntegrationDevice configuration management (DCM. integration is yet another feature which is available on both Office 365 and Microsoft Dynamics CRM allowing organizations of all sizes in order protect sensitive data stored either on Office 365 or Microsoft Dynamics CRM against unauthorized access . In addition to this, DCM integration also allows organizations which store their sensitive data on either of these platforms in order to track down where sensitive data was accessed or shared externally when detected during monitoring activities performed internally by organizations .

  • Enhanced Anti-Spam Protection

The process to integrate Office 365 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.