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MS Dynamics CRM

Citrix Ready Product Image / Logo

Integrate with Microsoft Dynamics CRM to monitor and manage leads, opportunities, and cases without requiring extra logins.

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Compatible with

  • Citrix Microapps Service
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This integration is developed by Citrix

Additional purchase maybe required.

Workspace service Dependency

  • Citrix Microapps Service

16 Microapps

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Accounts

Search, view, and edit accounts. Account Assigned To You (Existing) notification: When the owner of an account is changed, the new owner receives a notification. Account Assigned To You (New) notification: When a new account is assigned to a user, they receive a notification. Account Detail page: Provides details of an account with contacts listed and a link to contact details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Appointments

Search, view, and edit appointments. Appointment Assigned To You (Existing) notification: When the owner of an appointment is changed, the new owner receives a notification. Appointment Assigned To You (New) notification: When a new appointment is assigned to a user, they receive a notification. Account Detail page: Provides details of an account with contacts listed and a link to contact details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Cases

Search, view, and edit cases. Case Assigned To You (Existing) notification: When the owner of a case is changed, the new owner receives a notification. Case Assigned To You (New) notification: When a new case is assigned to a user, they receive a notification. Account Detail page: Provides details of an account with contacts listed and a link to contact details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Contacts

Search, view, and edit contacts. Contact Assigned To You (Existing) notification: When the owner of a contact is changed, the new owner receives a notification. Contact Assigned To You (New) notification: When a new contact is assigned to a user, they receive a notification. Account Detail page: Provides details of an account with contacts listed and a link to contact details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Account

Create an account. Create Account page: Provides a page for submitting a new account with details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Appointment

Create an appointment. Create Appointment page: Provides a page for submitting a new appointment with details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Case

Create a case. Create Case page: Provides a page for submitting a new case with details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Contact

Create a contact. Create Contact page: Provides a page for submitting a new contact with details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Lead

Create a lead. Create Lead page: Provides a page for submitting a new lead with details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Opportunity

Create an opportunity. Create Opportunity page: Provides a page for submitting a new opportunity with details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Phone Call

Create a phone call. Create Phone Call page: Provides a page for submitting a new phone call with details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Create Task

Create a task. Create Task page: Provides a page for submitting a new task with details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Leads

Search, view, and edit leads. Lead Assigned To You (Existing) notification: When the owner of a lead is changed, the new owner receives a notification. Lead Assigned To You (New) notification: When a new lead is assigned to a user, they receive a notification. Edit Lead page: Provides a form for updating details of a lead.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Opportunities

Search, view, and edit opportunities. Opportunity Assigned To You (Existing) notification: When the owner of an opportunity is changed, the new owner receives a notification. Opportunity Assigned To You (New) notification: When a new opportunity is assigned to a user, they receive a notification. Account Detail page: Provides details of an account with contacts listed and a link to contact details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Phone Calls

Search, view, and edit phone calls. Phone Call Assigned To You (Existing) notification: When the owner of a phone call is changed, the new owner receives a notification. Phone Call Assigned To You (New) notification: When a new phone call is assigned to a user, they receive a notification. Account Detail page: Provides details of an account with contacts listed and a link to contact details.

Citrix Ready Product Image / Logo

Last updated:

January 10, 2020

Tasks

Search, view, and edit tasks. Task Assigned To You (Existing) notification: When the owner of a task is changed, the new owner receives a notification. Task Assigned To You (New) notification: When a new task is assigned to a user, they receive a notification. Account Detail page: Provides details of an account with contacts listed and a link to contact details.