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
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.
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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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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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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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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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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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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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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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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
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:
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Step 1: Select Trigger
Choose Odoo ERP Self Hosted as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select Microsoft Dynamics CRM as the action app from the list.
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Step 3: Authenticate
Connect your Microsoft Dynamics CRM account & authenticate it.
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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
Create Lead to Microsoft Dynamics CRM from New Calendar Event in Odoo ERP Self Hosted
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When this happens:
New Calendar Event
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Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Calendar Event in Odoo ERP Self Hosted
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When this happens:
New Calendar Event
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Calendar Event in Odoo ERP Self Hosted
-
When this happens:
New Calendar Event
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Calendar Event in Odoo ERP Self Hosted
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When this happens:
New Calendar Event
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Calendar Event in Odoo ERP Self Hosted
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When this happens:
New Calendar Event
-
Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Note in Odoo ERP Self Hosted
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When this happens:
New Note
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Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Note in Odoo ERP Self Hosted
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When this happens:
New Note
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Note in Odoo ERP Self Hosted
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When this happens:
New Note
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Note in Odoo ERP Self Hosted
-
When this happens:
New Note
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Note in Odoo ERP Self Hosted
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When this happens:
New Note
-
Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo ERP Self Hosted
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When this happens:
New Lead/Opportunity
-
Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo ERP Self Hosted
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When this happens:
New Lead/Opportunity
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo ERP Self Hosted
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When this happens:
New Lead/Opportunity
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo ERP Self Hosted
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When this happens:
New Lead/Opportunity
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo ERP Self Hosted
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When this happens:
New Lead/Opportunity
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Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Product in Odoo ERP Self Hosted
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When this happens:
New Product
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Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Product in Odoo ERP Self Hosted
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When this happens:
New Product
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Product in Odoo ERP Self Hosted
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When this happens:
New Product
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Product in Odoo ERP Self Hosted
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When this happens:
New Product
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Product in Odoo ERP Self Hosted
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When this happens:
New Product
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Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Project Task in Odoo ERP Self Hosted
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When this happens:
New Project Task
-
Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Project Task in Odoo ERP Self Hosted
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When this happens:
New Project Task
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Project Task in Odoo ERP Self Hosted
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When this happens:
New Project Task
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Project Task in Odoo ERP Self Hosted
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When this happens:
New Project Task
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Project Task in Odoo ERP Self Hosted
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When this happens:
New Project Task
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Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New User in Odoo ERP Self Hosted
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When this happens:
New User
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Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New User in Odoo ERP Self Hosted
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When this happens:
New User
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New User in Odoo ERP Self Hosted
-
When this happens:
New User
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New User in Odoo ERP Self Hosted
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When this happens:
New User
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New User in Odoo ERP Self Hosted
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When this happens:
New User
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Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Blog Post in Odoo ERP Self Hosted
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When this happens:
New Blog Post
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Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Blog Post in Odoo ERP Self Hosted
-
When this happens:
New Blog Post
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Blog Post in Odoo ERP Self Hosted
-
When this happens:
New Blog Post
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Blog Post in Odoo ERP Self Hosted
-
When this happens:
New Blog Post
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Blog Post in Odoo ERP Self Hosted
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When this happens:
New Blog Post
-
Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Sale Quotation in Odoo ERP Self Hosted
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When this happens:
New Sale Quotation
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Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Sale Quotation in Odoo ERP Self Hosted
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When this happens:
New Sale Quotation
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Sale Quotation in Odoo ERP Self Hosted
-
When this happens:
New Sale Quotation
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Sale Quotation in Odoo ERP Self Hosted
-
When this happens:
New Sale Quotation
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Sale Quotation in Odoo ERP Self Hosted
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When this happens:
New Sale Quotation
-
Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Invoice in Odoo ERP Self Hosted
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When this happens:
New Invoice
-
Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Invoice in Odoo ERP Self Hosted
-
When this happens:
New Invoice
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Invoice in Odoo ERP Self Hosted
-
When this happens:
New Invoice
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Invoice in Odoo ERP Self Hosted
-
When this happens:
New Invoice
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Invoice in Odoo ERP Self Hosted
-
When this happens:
New Invoice
-
Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Survey Response in Odoo ERP Self Hosted
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When this happens:
New Survey Response
-
Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Survey Response in Odoo ERP Self Hosted
-
When this happens:
New Survey Response
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Survey Response in Odoo ERP Self Hosted
-
When this happens:
New Survey Response
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Survey Response in Odoo ERP Self Hosted
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When this happens:
New Survey Response
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Survey Response in Odoo ERP Self Hosted
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When this happens:
New Survey Response
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Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Expense in Odoo ERP Self Hosted
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When this happens:
New Expense
-
Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Expense in Odoo ERP Self Hosted
-
When this happens:
New Expense
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Expense in Odoo ERP Self Hosted
-
When this happens:
New Expense
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Expense in Odoo ERP Self Hosted
-
When this happens:
New Expense
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Expense in Odoo ERP Self Hosted
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When this happens:
New Expense
-
Then do this:
Create Case
Create Lead to Microsoft Dynamics CRM from New Event in Odoo ERP Self Hosted
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When this happens:
New Event
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Then do this:
Create Lead
Create Account to Microsoft Dynamics CRM from New Event in Odoo ERP Self Hosted
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When this happens:
New Event
-
Then do this:
Create Account
Create Contact to Microsoft Dynamics CRM from New Event in Odoo ERP Self Hosted
-
When this happens:
New Event
-
Then do this:
Create Contact
Create Opportunity to Microsoft Dynamics CRM from New Event in Odoo ERP Self Hosted
-
When this happens:
New Event
-
Then do this:
Create Opportunity
Create Case to Microsoft Dynamics CRM from New Event in Odoo ERP Self Hosted
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When this happens:
New Event
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Then do this:
Create Case
Create Note to Microsoft Dynamics CRM from New Blog Post in Odoo ERP Self Hosted
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When this happens:
New Blog Post
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Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Blog Post is created in Odoo ERP Self Hosted
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When this happens:
New Blog Post
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Blog Post is created in Odoo ERP Self Hosted
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When this happens:
New Blog Post
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Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Calendar Event in Odoo ERP Self Hosted
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When this happens:
New Calendar Event
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Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Calendar Event is created in Odoo ERP Self Hosted
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When this happens:
New Calendar Event
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Calendar Event is created in Odoo ERP Self Hosted
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When this happens:
New Calendar Event
-
Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Event in Odoo ERP Self Hosted
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When this happens:
New Event
-
Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Event is created in Odoo ERP Self Hosted
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When this happens:
New Event
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Event is created in Odoo ERP Self Hosted
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When this happens:
New Event
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Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Expense in Odoo ERP Self Hosted
-
When this happens:
New Expense
-
Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Expense is created in Odoo ERP Self Hosted
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When this happens:
New Expense
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Expense is created in Odoo ERP Self Hosted
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When this happens:
New Expense
-
Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Invoice in Odoo ERP Self Hosted
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When this happens:
New Invoice
-
Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Invoice is created in Odoo ERP Self Hosted
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When this happens:
New Invoice
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Invoice is created in Odoo ERP Self Hosted
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When this happens:
New Invoice
-
Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Lead/Opportunity in Odoo ERP Self Hosted
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When this happens:
New Lead/Opportunity
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Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Lead/Opportunity is created in Odoo ERP Self Hosted
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When this happens:
New Lead/Opportunity
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Lead/Opportunity is created in Odoo ERP Self Hosted
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When this happens:
New Lead/Opportunity
-
Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Note in Odoo ERP Self Hosted
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When this happens:
New Note
-
Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Note is created in Odoo ERP Self Hosted
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When this happens:
New Note
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Note is created in Odoo ERP Self Hosted
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When this happens:
New Note
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Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Product in Odoo ERP Self Hosted
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When this happens:
New Product
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Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Product is created in Odoo ERP Self Hosted
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When this happens:
New Product
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Product is created in Odoo ERP Self Hosted
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When this happens:
New Product
-
Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Project Task in Odoo ERP Self Hosted
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When this happens:
New Project Task
-
Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Project Task is created in Odoo ERP Self Hosted
-
When this happens:
New Project Task
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Project Task is created in Odoo ERP Self Hosted
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When this happens:
New Project Task
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Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Sale Quotation in Odoo ERP Self Hosted
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When this happens:
New Sale Quotation
-
Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Sale Quotation is created in Odoo ERP Self Hosted
-
When this happens:
New Sale Quotation
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Sale Quotation is created in Odoo ERP Self Hosted
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When this happens:
New Sale Quotation
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Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New Survey Response in Odoo ERP Self Hosted
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When this happens:
New Survey Response
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Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New Survey Response is created in Odoo ERP Self Hosted
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When this happens:
New Survey Response
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Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Survey Response is created in Odoo ERP Self Hosted
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When this happens:
New Survey Response
-
Then do this:
Update Task
Create Account to Microsoft Dynamics CRM from New Ticket in Odoo ERP Self Hosted
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When this happens:
New Ticket
-
Then do this:
Create Account
Create Case to Microsoft Dynamics CRM from New Ticket in Odoo ERP Self Hosted
-
When this happens:
New Ticket
-
Then do this:
Create Case
Create Contact to Microsoft Dynamics CRM from New Ticket in Odoo ERP Self Hosted
-
When this happens:
New Ticket
-
Then do this:
Create Contact
Create Lead to Microsoft Dynamics CRM from New Ticket in Odoo ERP Self Hosted
-
When this happens:
New Ticket
-
Then do this:
Create Lead
Create Note to Microsoft Dynamics CRM from New Ticket in Odoo ERP Self Hosted
-
When this happens:
New Ticket
-
Then do this:
Create Note
Create Opportunity to Microsoft Dynamics CRM from New Ticket in Odoo ERP Self Hosted
-
When this happens:
New Ticket
-
Then do this:
Create Opportunity
Update Case in Microsoft Dynamics CRM when New Ticket is created in Odoo ERP Self Hosted
-
When this happens:
New Ticket
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New Ticket is created in Odoo ERP Self Hosted
-
When this happens:
New Ticket
-
Then do this:
Update Task
Create Note to Microsoft Dynamics CRM from New User in Odoo ERP Self Hosted
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When this happens:
New User
-
Then do this:
Create Note
Update Case in Microsoft Dynamics CRM when New User is created in Odoo ERP Self Hosted
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When this happens:
New User
-
Then do this:
Update Case
Update Task in Microsoft Dynamics CRM when New User is created in Odoo ERP Self Hosted
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When this happens:
New User
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Then do this:
Update Task
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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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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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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The integration between Odoo ERP Self Hosted and Microsoft Dynamics CRM 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 Odoo ERP Self Hosted and Microsoft Dynamics CRM. 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 Odoo ERP Self Hosted with Microsoft Dynamics CRM, 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 Odoo ERP Self Hosted-Microsoft Dynamics CRM 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 Odoo ERP Self Hosted and Microsoft Dynamics CRM 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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