Integrate Microsoft Dynamics 365 CRM with Good Grants

Reduce the need for manual data entry and minimise errors by integrating Good Grants with Microsoft Dynamics 365 CRM.

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Ensure consistency in data across systems

Graphic showing Good Grants integrating with Microsoft Dynamics

Microsoft Dynamics 365 CRM is a cloud-based suite of business applications that enables businesses to manage and improve customer relationships. Integrating Good Grants with Microsoft Dynamics 365 CRM allows you to add new contacts or leads to Microsoft Dynamics from applications submitted or new applicants registered in Good Grants.

Create an opportunity in Microsoft Dynamics when:

  • A grant is approved in Good Grants

When an application is submitted or updated in Good Grants, you can automatically:

  • Create a contact in Microsoft Dynamics 

  • Add new application data to Microsoft Dynamics 365 CRM as notes

  • Update record in Microsoft Dynamics when application status has changed 

Create a task in Microsoft Dynamics when:

  • A reviewer completes a task in Good Grants

To integrate Good Grants and Microsoft Dynamics 365 CRM,
you have three options:

Zapier

  • Minimal technical knowledge required
  • Least flexible

The most popular automation software on the market today. Zapier will allow you to easily pass information between both Microsoft Dynamics and Good Grants with the least amount of effort or technical expertise.

Learn how

Make

  • Some technical knowledge required
  • Very flexible

Make is an automation software similar Zapier. It is slightly more technical in comparison to Zapier but offers more automation flexibility. 

Learn how

API and webhooks

  • Most technical to implement
  • Most flexible

Use our comprehensive API and webhooks to leverage all the power of Good Grants with Microsoft Dynamics.

View our API documentation

Other features you may like

Integration API

Feature is only available on Enterprise and Premium plans.

Create custom integrations with your other business systems via the Good Grants API.

Salesforce integration

Available as a paid add-on for Premium plans.

Facilitating native data exchange, Good Grants allows you to choose what information is exchanged from Good Grants to your Salesforce account. No developer effort is required either.

Audit log

Available as a paid add-on for Premium plans.

Ensure your program compliance with the audit log. It allows you to maintain a detailed and searchable record of all user activity within your Good Grants program.

 

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