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Odoo ERP Self Hosted Microsoft Dynamics CRM Integration using AI Agents

Appy Pie Automate allows you to Integrate Odoo ERP Self Hosted with Microsoft Dynamics CRM using AI Agents

  • No credit card required
  • 7 days free trial
  • Lightning Fast Setup
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Simplify Odoo ERP Self Hosted Microsoft Dynamics CRM Integration with seamless setup

Easily set up Odoo ERP Self Hosted Microsoft Dynamics CRM Integration without coding. Start automating your workflows and Integrate Odoo ERP Self Hosted with Microsoft Dynamics CRM today.

How Odoo ERP Self Hosted and Microsoft Dynamics CRM Integrations Work

Follow the steps below to start setting up your Odoo ERP Self Hosted integrations using Appy Pie Automate: using Appy Pie Automate:

  1. Steps

    Step 1: Select Trigger

    Choose Odoo ERP Self Hosted as the trigger app, select event, authenticate & successfully Test

  2. Steps

    Step 2: Select Action

    After completing the trigger test, select Microsoft Dynamics CRM as the action app from the list.

  3. Steps

    Step 3: Authenticate

    Connect your Microsoft Dynamics CRM account & authenticate it.

  4. Steps

    Step 4: Setup & Test

    Select the data you want to send from Odoo ERP Self Hosted to Microsoft Dynamics CRM & your AI Agent is ready!

Popular Templates for Odoo ERP Self Hosted and Microsoft Dynamics CRM Integration

Discover our most popular templates, designed to simplify and optimize your automation processes

  • Odoo ERP Self Hosted Integration
  • Microsoft Dynamics CRM Integration

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

  1. When this happens:

    New Calendar Event

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Calendar Event

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Calendar Event

  2. Then do this:

    Create Contact

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

Create Opportunity to Microsoft Dynamics CRM from New Calendar Event in Odoo ERP Self Hosted

  1. When this happens:

    New Calendar Event

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Calendar Event

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Note

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Note

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Note

  2. Then do this:

    Create Contact

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

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

  1. When this happens:

    New Note

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Note

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Lead/Opportunity

  2. Then do this:

    Create Lead

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

Create Account to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo ERP Self Hosted

  1. When this happens:

    New Lead/Opportunity

  2. Then do this:

    Create Account

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

Create Contact to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo ERP Self Hosted

  1. When this happens:

    New Lead/Opportunity

  2. Then do this:

    Create Contact

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

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

  1. When this happens:

    New Lead/Opportunity

  2. Then do this:

    Create Opportunity

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

Create Case to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo ERP Self Hosted

  1. When this happens:

    New Lead/Opportunity

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Product

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Product

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Product

  2. Then do this:

    Create Contact

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

Create Opportunity to Microsoft Dynamics CRM from New Product in Odoo ERP Self Hosted

  1. When this happens:

    New Product

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Product

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Project Task

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Project Task

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Project Task

  2. Then do this:

    Create Contact

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

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

  1. When this happens:

    New Project Task

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Project Task

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New User

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New User

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New User

  2. Then do this:

    Create Contact

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

Create Opportunity to Microsoft Dynamics CRM from New User in Odoo ERP Self Hosted

  1. When this happens:

    New User

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New User

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Blog Post

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Blog Post

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Blog Post

  2. Then do this:

    Create Contact

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

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

  1. When this happens:

    New Blog Post

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Blog Post

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Sale Quotation

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Sale Quotation

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Sale Quotation

  2. Then do this:

    Create Contact

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

Create Opportunity to Microsoft Dynamics CRM from New Sale Quotation in Odoo ERP Self Hosted

  1. When this happens:

    New Sale Quotation

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Sale Quotation

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Invoice

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Invoice

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Invoice

  2. Then do this:

    Create Contact

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

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

  1. When this happens:

    New Invoice

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Invoice

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Survey Response

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Survey Response

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Survey Response

  2. Then do this:

    Create Contact

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

Create Opportunity to Microsoft Dynamics CRM from New Survey Response in Odoo ERP Self Hosted

  1. When this happens:

    New Survey Response

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Survey Response

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Expense

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Expense

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Expense

  2. Then do this:

    Create Contact

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

Create Opportunity to Microsoft Dynamics CRM from New Expense in Odoo ERP Self Hosted

  1. When this happens:

    New Expense

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Expense

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Event

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Event

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Event

  2. Then do this:

    Create Contact

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

Create Opportunity to Microsoft Dynamics CRM from New Event in Odoo ERP Self Hosted

  1. When this happens:

    New Event

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Event

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Blog Post

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Blog Post

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Blog Post

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Calendar Event

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Calendar Event

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Calendar Event

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Event

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Event

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Event

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Expense

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Expense

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Expense

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Invoice

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Invoice

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Invoice

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Lead/Opportunity

  2. Then do this:

    Create Note

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

Update Case in Microsoft Dynamics CRM when New Lead/Opportunity is created in Odoo ERP Self Hosted

  1. When this happens:

    New Lead/Opportunity

  2. Then do this:

    Update Case

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

Update Task in Microsoft Dynamics CRM when New Lead/Opportunity is created in Odoo ERP Self Hosted

  1. When this happens:

    New Lead/Opportunity

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Note

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Note

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Note

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Product

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Product

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Product

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Project Task

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Project Task

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Project Task

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Sale Quotation

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Sale Quotation

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Sale Quotation

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Survey Response

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New Survey Response

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Survey Response

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Account

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

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

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Case

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

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

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Contact

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

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

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Lead

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

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

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Note

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

Create Opportunity to Microsoft Dynamics CRM from New Ticket in Odoo ERP Self Hosted

  1. When this happens:

    New Ticket

  2. Then do this:

    Create Opportunity

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

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

  1. When this happens:

    New Ticket

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New Ticket

  2. Then do this:

    Update Task

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

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

  1. When this happens:

    New User

  2. Then do this:

    Create Note

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

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

  1. When this happens:

    New User

  2. Then do this:

    Update Case

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

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

  1. When this happens:

    New User

  2. Then do this:

    Update Task

Use template for free

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Microsoft Dynamics CRM Alternatives

Looking for the Microsoft Dynamics CRM Alternatives? Here is the list of top Microsoft Dynamics CRM Alternatives

  • Zoho CRM Integration Zoho CRM
  • Salesforce Integration Salesforce
  • Pipedrive Integration Pipedrive
  • HubSpot CRM Integration HubSpot CRM
  • Freshsales Integration Freshsales
  • Oracle E-Business Suite Integration Oracle E-Business Suite
  • ClickUp Integration ClickUp
  • Copper CRM Integration Copper CRM

Frequently Asked Questions

Page reviewed by Abhinav Girdhar  | Last Updated on October 13, 2024, 5:18 am

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