Connect Tally and Microsoft Dynamics 365 CRM to power AI-driven automation

Tally is accounting software that helps track and manage financial data. Our integration with Microsoft Dynamics 365 CRM allows you to automate tasks between the two platforms by setting up triggers and actions. For instance, when a new customer is added in Tally, it can automatically create a corresponding record in your Microsoft Dynamics 365 CRM.

Setting up the integration requires connecting both Tally and Microsoft Dynamics 365 CRM within our platform. Once connected, you can create workflows by defining specific triggers in Tally (like creating a new invoice) that will result in actions within Dynamics 365 CRM (such as updating an account).

Yes, our platform allows you to customize triggers based on your specific needs. For instance, you can choose a trigger for when a sales order is completed in Tally to update the sales forecast in Microsoft Dynamics 365 CRM.

You can automate actions such as creating or updating contacts, accounts, and invoices in Microsoft Dynamics 365 CRM based on data changes in Tally.

Absolutely! When an event like a payment receipt occurs in Tally, multiple actions can be triggered simultaneously such as sending notifications or updating various records within Microsoft Dynamics 365 CRM.

No technical expertise is required. We provide an intuitive interface where you can easily select triggers and define actions without any coding necessary.

We take security very seriously. Any data transferred between Tally and Microsoft Dynamics 365 CRM through our system is encrypted to ensure privacy and security.