Nusii + Microsoft Dynamics 365 CRM Integration

Connect Nusii to Microsoft Dynamics 365 CRM - Automate your workflows in 1-click

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Create Nusii client for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM is a great CRM tool for managing customer data, but it can be time-consuming to create a new client record in Nusii every time you add a new contact.

But don't worry anymore. With this Nusii Salesforce integration, you can connect your contact and client records, so that when a new contact is created in Microsoft Dynamics 365 CRM, you'll automatically receive a corresponding client record in Nusii.

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Create Nusii proposal for new Microsoft Dynamics 365 CRM contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within Microsoft Dynamics 365 CRM? With this integration, you can!

When you create a contact in Microsoft Dynamics 365 CRM, Nusii will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!

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Create Your Own Nusii & Microsoft Dynamics 365 CRM Integration Without Any Code

Quickly Create Custom Workflows - Set ‘trigger’ to start your workflow & ‘action’
to automate repetitive tasks between Nusii & Microsoft Dynamics 365 CRM

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Proposal is accepted in Nusii Instant
Proposal is sent in Nusii Instant
Proposal is rejected in Nusii Instant
Proposal is created in Nusii Instant
Proposal is updated in Nusii Instant
Proposal activity is created in Nusii
Client has seen the proposal in Nusii Instant
Client is created in Nusii Instant
Client is updated in Nusii Instant
Contact is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM

Create proposal in Nusii
Create client in Nusii
Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM

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Integrate Nusii & Microsoft Dynamics 365 CRM In 1 Click
And Save Time & Money Both

Integrately is 1 click integration platform for non-techies. It is the only platform with millions of ready-to-activate integrations! With Integrately, you can integrate Nusii & Microsoft Dynamics 365 CRM with 1100+ apps in the next few minutes, without any technical skills and zero learning curve. Just find your automation and activate it.

Want to automate something else in your workflow?

You Can Also Connect Nusii or Microsoft Dynamics 365 CRM With 1100+ Other Apps

With Nusii, you can create a proposal in minutes with our easy-to-use drag-and-drop interface. It's perfect for freelancers, agencies, consultants and small businesses.

See Nusii Integrations

Microsoft Dynamics 365 CRM is a powerful, integrated suite of business applications. From sales to service, finance to operations, it combines all aspects of your business, enabling you to deliver superior customer experiences.

See Microsoft Dynamics 365 CRM Integrations