Connect Tally to Microsoft Dynamics 365 CRM
Workload lets you integrate Tally with Microsoft Dynamics 365 CRM in just a few clicks. Now you can automate your work and have more time for what matters most — no code required.
If this happens in Tally...
Then do this action in Microsoft Dynamics 365 CRM!
How to Integrate Tally and Microsoft Dynamics 365 CRM
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1. Authenticate your Tally and Microsoft Dynamics 365 CRM accounts.
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2. Use one of the apps as a trigger to start the workflow.
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3. Choose one of the actions from the other app.
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4. Map the data fields you want to pass from one app to the other.
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5. If you get stuck, we’re here to help! Request help directly from the web application.
Video Tutorial: Integrate Tally and Microsoft Dynamics 365 CRM Using Workload
Integrate your business software in minutes
From small workflows with just two steps to large critical operations, Workload automates work so teams aren’t bottlenecked with repetitive tasks.
Supported Tally + Microsoft Dynamics 365 CRM Integrations
About Tally
The simplest way to create beautiful forms & surveys, for free.
Related CategoriesForms & Surveys
Similar Tally Apps
Yes! Tally and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Tally through it’s OAuth2.0 connection.
Prices for Tally vary according to usage. For the most accurate pricing, visit https://tally.com/pricing for more details.
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Related CategoriesCRM (Customer Relationship Management)
Similar Microsoft Dynamics 365 CRM Apps
Yes! Microsoft Dynamics 365 CRM and Workload are integrated via API. You don’t have to worry about your api keys because we are securely connected to Microsoft Dynamics 365 CRM through it’s OAuth2.0 connection.
Prices for Microsoft Dynamics 365 CRM vary according to usage. For the most accurate pricing, visit https://microsoft-dynamics-crm.com/pricing for more details.