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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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  • Lightning Fast Setup
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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.

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:

  1. Steps

    Step 1: Select Trigger

    Choose Microsoft Dynamics CRM as the trigger app, select event, authenticate & successfully Test

  2. Steps

    Step 2: Select Action

    After completing the trigger test, select Odoo ERP Self Hosted as the action app from the list.

  3. Steps

    Step 3: Authenticate

    Connect your Odoo ERP Self Hosted account & authenticate it.

  4. Steps

    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

  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Note to Odoo ERP Self Hosted from New Contact in Microsoft Dynamics CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Note

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Project Task to Odoo ERP Self Hosted from New Contact in Microsoft Dynamics CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Project Task

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Blog Post to Odoo ERP Self Hosted from New Contact in Microsoft Dynamics CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Create Blog Post

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Note to Odoo ERP Self Hosted from New Lead in Microsoft Dynamics CRM

  1. When this happens:

    New Lead

  2. Then do this:

    Create Note

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Project Task to Odoo ERP Self Hosted from New Lead in Microsoft Dynamics CRM

  1. When this happens:

    New Lead

  2. Then do this:

    Create Project Task

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Blog Post to Odoo ERP Self Hosted from New Lead in Microsoft Dynamics CRM

  1. When this happens:

    New Lead

  2. Then do this:

    Create Blog Post

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Note to Odoo ERP Self Hosted from New Account in Microsoft Dynamics CRM

  1. When this happens:

    New Account

  2. Then do this:

    Create Note

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Project Task to Odoo ERP Self Hosted from New Account in Microsoft Dynamics CRM

  1. When this happens:

    New Account

  2. Then do this:

    Create Project Task

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Blog Post to Odoo ERP Self Hosted from New Account in Microsoft Dynamics CRM

  1. When this happens:

    New Account

  2. Then do this:

    Create Blog Post

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Note to Odoo ERP Self Hosted from New Case in Microsoft Dynamics CRM

  1. When this happens:

    New Case

  2. Then do this:

    Create Note

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Project Task to Odoo ERP Self Hosted from New Case in Microsoft Dynamics CRM

  1. When this happens:

    New Case

  2. Then do this:

    Create Project Task

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Blog Post to Odoo ERP Self Hosted from New Case in Microsoft Dynamics CRM

  1. When this happens:

    New Case

  2. Then do this:

    Create Blog Post

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Note to Odoo ERP Self Hosted from New Invoice in Microsoft Dynamics CRM

  1. When this happens:

    New Invoice

  2. Then do this:

    Create Note

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Project Task to Odoo ERP Self Hosted from New Invoice in Microsoft Dynamics CRM

  1. When this happens:

    New Invoice

  2. Then do this:

    Create Project Task

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Blog Post to Odoo ERP Self Hosted from New Invoice in Microsoft Dynamics CRM

  1. When this happens:

    New Invoice

  2. Then do this:

    Create Blog Post

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Note from Odoo ERP Self Hosted from Updated Lead to Microsoft Dynamics CRM

  1. When this happens:

    Updated Lead

  2. Then do this:

    Create Note

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Project Task from Odoo ERP Self Hosted from Updated Lead to Microsoft Dynamics CRM

  1. When this happens:

    Updated Lead

  2. Then do this:

    Create Project Task

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Blog Post from Odoo ERP Self Hosted from Updated Lead to Microsoft Dynamics CRM

  1. When this happens:

    Updated Lead

  2. Then do this:

    Create Blog Post

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Update Ticket in Odoo ERP Self Hosted when New Account is created in Microsoft Dynamics CRM

  1. When this happens:

    New Account

  2. Then do this:

    Update Ticket

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Update Ticket in Odoo ERP Self Hosted when New Case is created in Microsoft Dynamics CRM

  1. When this happens:

    New Case

  2. Then do this:

    Update Ticket

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Update Ticket in Odoo ERP Self Hosted when New Contact is created in Microsoft Dynamics CRM

  1. When this happens:

    New Contact

  2. Then do this:

    Update Ticket

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Update Ticket in Odoo ERP Self Hosted when New Invoice is created in Microsoft Dynamics CRM

  1. When this happens:

    New Invoice

  2. Then do this:

    Update Ticket

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Update Ticket in Odoo ERP Self Hosted when New Lead is created in Microsoft Dynamics CRM

  1. When this happens:

    New Lead

  2. Then do this:

    Update Ticket

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Blog Post to Odoo ERP Self Hosted from New Task in Microsoft Dynamics CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Blog Post

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Note to Odoo ERP Self Hosted from New Task in Microsoft Dynamics CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Note

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Create Project Task to Odoo ERP Self Hosted from New Task in Microsoft Dynamics CRM

  1. When this happens:

    New Task

  2. Then do this:

    Create Project Task

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Update Ticket in Odoo ERP Self Hosted when New Task is created in Microsoft Dynamics CRM

  1. When this happens:

    New Task

  2. Then do this:

    Update Ticket

Use template for free
  • Microsoft Dynamics CRM Integration
  • Odoo ERP Self Hosted Integration

Update Ticket in Odoo ERP Self Hosted when Updated Lead is added to Microsoft Dynamics CRM

  1. When this happens:

    Updated Lead

  2. Then do this:

    Update Ticket

Use template for free

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Odoo ERP Self Hosted Alternatives

Looking for the Odoo ERP Self Hosted Alternatives? Here is the list of top Odoo ERP Self Hosted Alternatives

  • Odoo CRM Integration Odoo CRM
  • Microsoft Dynamics 365 Business Central Integration Microsoft Dynamics 365 Business Central

Frequently Asked Questions

Page reviewed by Abhinav Girdhar  | Last Updated on October 13, 2024, 3:14 am

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