Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.
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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It's easy to connect Salesforce + Microsoft Dynamics CRM without coding knowledge. Start creating your own business flow.
Triggers the moment a new account is created.
Triggers whenever a new case is created in your account.
Triggers upon the creation of a new contact.
Triggers upon the creation of a new event.
Triggers the moment there is a new lead in your account.
Triggers upon the creation of a new opportunity.
Triggers upon the creation of a new product.
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Triggers whenever a new task is created in your account.
Triggers whenever the stage of an opportunity is changed.
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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.
Create a new contact.
Create a new custom object as per your choice.
Create a new event.
Create a new lead.
Create a new opportunity.
Creates a record.
Update an existing contact.
Modify an existing custom object (of the type you choose).
Updates a existing record.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Creates a new Opportunity.
Introduction. Salesforce, the world’s leading CRM software is in partnership with Microsoft. In order to make their products more competitive, they have joined hands with each other.
Salesforce brings out a plug-in that will enable their users to integrate data from Microsoft Dynamics CRM with Salesforce. The new plug-in called “Salesforce for Dynamics” will be released in Spring 2014.
Features of the new plug-in are as fplows.
It will allow users to easily synchronize data between Salesforce and Microsoft Dynamics CRM. It also provides a single view of all the data in both CRMs. It allows users to create custom views and dashboards using data from both systems.
Users can easily access data from both systems and can perform batch updates and mass updates at a faster rate. The users can create custom views and dashboards using data from both CRMs. Users can easily share out information with others as the data is synchronized between both systems. Advanced features such as trigger integration are available.
Conclusion. Salesforce and Microsoft working together will definitely result in more growth in the market of CRM software and cloud computing. This cplaboration will help organizations that use CRM software to take business decisions based on real time data.
The process to integrate Salesforce 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.