Microsoft Dynamics CRM Odoo ERP Self Hosted Integration using AI Agents
Appy Pie Automate allows you to Integrate Microsoft Dynamics CRM with Odoo ERP Self Hosted using AI Agents
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Simplify Microsoft Dynamics CRM Odoo ERP Self Hosted Integration with seamless setup
Easily set up Microsoft Dynamics CRM Odoo ERP Self Hosted Integration without coding. Start automating your workflows and Integrate Microsoft Dynamics CRM with Odoo ERP Self Hosted today.
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New Account
Triggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when a new task is created.
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Updated Lead
Triggers when a lead is updated.
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New Blog Post
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
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New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
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New Event
Triggers when you add a new event. You will need to have the Event module installed.
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New Expense
Triggers when you add a new expense. You will need to have the Expense module installed.
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New Invoice
Triggers when you add a new invoice. You will need to have the Invoice module installed.
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New or Updated Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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New Note
Triggers when you add a new Note. You will need to have the Note module installed.
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New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
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New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
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New Sale Quotation
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
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New Survey Response
Triggers when you add a new survey response. You will need to have the Survey module installed.
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New Ticket
Triggers when you add a new ticket.You need to install the helpdesk module.
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New User
Triggers when you add a new User. You will need to have the Users module installed.
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Update Product
Triggers when you add a update Product. You will need to have the ECommerce module installed.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
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Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Note
Create Note
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Create Opportunity
Creates a new Opportunity.
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Update Case
Updates an existing case.
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Update Task
Updates an existing task
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Create Blog Post
Create a blog post
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Create Invoice
Create a new Invoice.
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Create Note
Create a new Note.
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Create Project Task
Create a new Project Task.
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Update Ticket
Update a existing Ticket
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New Account
Triggers when a new account is created.
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New Case
Triggers when a new case is created.
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New Contact
Triggers when a new contact is created.
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New Invoice
Triggers when a new invoice is created.
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New Lead
Triggers when a new lead is created.
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New Task
Triggers when a new task is created.
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Updated Lead
Triggers when a lead is updated.
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New Blog Post
Triggers when you add a new Blog Post. You will need to have the Blog module installed.
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New Calendar Event
Triggers when you add a new Calendar Event. You will need to have the Calendar module installed.
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New Event
Triggers when you add a new event. You will need to have the Event module installed.
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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.
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New or Updated Lead/Opportunity
Triggers when you add a new Lead/Opportunity. You will need to have the CRM module installed.
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New Note
Triggers when you add a new Note. You will need to have the Note module installed.
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New Product
Triggers when you add a new Product. You will need to have the ECommerce module installed.
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New Project Task
Triggers when you add a new Project Task. You will need to have the Project module installed.
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New Sale Quotation
Triggers when you add a new Sale Quotation. You will need to have the Sale module installed.
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New Survey Response
Triggers when you add a new survey response. You will need to have the Survey module installed.
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New Ticket
Triggers when you add a new ticket.You need to install the helpdesk module.
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New User
Triggers when you add a new User. You will need to have the Users module installed.
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Update Product
Triggers when you add a update Product. You will need to have the ECommerce module installed.
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Create Account
Creates a new account.
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Create Case
Creates a new case.
-
Create Contact
Creates a new contact.
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Create Lead
Creates a new lead.
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Create Note
Create Note
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Create Opportunity
Creates a new Opportunity.
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Update Case
Updates an existing case.
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Update Task
Updates an existing task
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Create Blog Post
Create a blog post
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Create Invoice
Create a new Invoice.
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Create Note
Create a new Note.
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Create Project Task
Create a new Project Task.
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Update Ticket
Update a existing Ticket
How Microsoft Dynamics CRM and Odoo ERP Self Hosted Integrations Work
Follow the steps below to start setting up your Microsoft Dynamics CRM integrations using Appy Pie Automate: using Appy Pie Automate:
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Step 1: Select Trigger
Choose Microsoft Dynamics CRM as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Odoo ERP Self Hosted as the action app from the list.
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Step 3: Authenticate
Connect your Odoo ERP Self Hosted account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from Microsoft Dynamics CRM to Odoo ERP Self Hosted & your AI Agent is ready!
Popular Templates for Microsoft Dynamics CRM and Odoo ERP Self Hosted Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Create Note to Odoo ERP Self Hosted from New Contact in Microsoft Dynamics CRM
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When this happens:
New Contact
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Contact in Microsoft Dynamics CRM
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When this happens:
New Contact
-
Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Contact in Microsoft Dynamics CRM
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When this happens:
New Contact
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Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Lead in Microsoft Dynamics CRM
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When this happens:
New Lead
-
Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Lead in Microsoft Dynamics CRM
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When this happens:
New Lead
-
Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Lead in Microsoft Dynamics CRM
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When this happens:
New Lead
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Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Account in Microsoft Dynamics CRM
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When this happens:
New Account
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Account in Microsoft Dynamics CRM
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When this happens:
New Account
-
Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Account in Microsoft Dynamics CRM
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When this happens:
New Account
-
Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Case in Microsoft Dynamics CRM
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When this happens:
New Case
-
Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Case in Microsoft Dynamics CRM
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When this happens:
New Case
-
Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Case in Microsoft Dynamics CRM
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When this happens:
New Case
-
Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Invoice in Microsoft Dynamics CRM
-
When this happens:
New Invoice
-
Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Invoice in Microsoft Dynamics CRM
-
When this happens:
New Invoice
-
Then do this:
Create Project Task
Create Blog Post to Odoo ERP Self Hosted from New Invoice in Microsoft Dynamics CRM
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When this happens:
New Invoice
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Then do this:
Create Blog Post
Create Note from Odoo ERP Self Hosted from Updated Lead to Microsoft Dynamics CRM
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When this happens:
Updated Lead
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Then do this:
Create Note
Create Project Task from Odoo ERP Self Hosted from Updated Lead to Microsoft Dynamics CRM
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When this happens:
Updated Lead
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Then do this:
Create Project Task
Create Blog Post from Odoo ERP Self Hosted from Updated Lead to Microsoft Dynamics CRM
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When this happens:
Updated Lead
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Then do this:
Create Blog Post
Update Ticket in Odoo ERP Self Hosted when New Account is created in Microsoft Dynamics CRM
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When this happens:
New Account
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Case is created in Microsoft Dynamics CRM
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When this happens:
New Case
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Contact is created in Microsoft Dynamics CRM
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When this happens:
New Contact
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Invoice is created in Microsoft Dynamics CRM
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When this happens:
New Invoice
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when New Lead is created in Microsoft Dynamics CRM
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When this happens:
New Lead
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Then do this:
Update Ticket
Create Blog Post to Odoo ERP Self Hosted from New Task in Microsoft Dynamics CRM
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When this happens:
New Task
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Then do this:
Create Blog Post
Create Note to Odoo ERP Self Hosted from New Task in Microsoft Dynamics CRM
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When this happens:
New Task
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Then do this:
Create Note
Create Project Task to Odoo ERP Self Hosted from New Task in Microsoft Dynamics CRM
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When this happens:
New Task
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Then do this:
Create Project Task
Update Ticket in Odoo ERP Self Hosted when New Task is created in Microsoft Dynamics CRM
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When this happens:
New Task
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Then do this:
Update Ticket
Update Ticket in Odoo ERP Self Hosted when Updated Lead is added to Microsoft Dynamics CRM
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When this happens:
Updated Lead
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Then do this:
Update Ticket
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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.
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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.
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The integration between Microsoft Dynamics CRM and Odoo ERP Self Hosted is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between Microsoft Dynamics CRM and Odoo ERP Self Hosted. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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While assessing the security of integrating Microsoft Dynamics CRM with Odoo ERP Self Hosted, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Microsoft Dynamics CRM-Odoo ERP Self Hosted integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by Microsoft Dynamics CRM and Odoo ERP Self Hosted integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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