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Get Started FreeTriggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when a new asset is added.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Creates a new asset.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when a new asset is added.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Creates a new asset.
Choose Microsoft Dynamics CRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Asset Panda as the action app from the list.
Connect your Asset Panda account & authenticate it.
Select the data you want to send from Microsoft Dynamics CRM to Asset Panda & your AI Agent is ready!
New Contact
Create Asset
New Lead
Create Asset
New Account
Create Asset
New Case
Create Asset
New Invoice
Create Asset
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.
Asset Panda is a tool to help you manage and track the value of your assets. It combines almost total customizability with excellent support for mobile devices, reporting, and even cloud connectivity.
The integration between Microsoft Dynamics CRM and Asset Panda 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:
While assessing the security of integrating Microsoft Dynamics CRM with Asset Panda, 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 Microsoft Dynamics CRM-Asset Panda integration:
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