Microsoft

Unified Ecosystem: Salesforce Meets Microsoft

Experience a new era of collaboration and performance with effortless Salesforce and Microsoft tech stack integration. Leverage Microsoft’s familiar tools and capabilities, including Sharepoint, Office 365, Dynamics 365, etc., to streamline your workflows, drive productivity, and maximize efficiency.

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Why 200 OK?

Given the prominent presence of Microsoft Stack in organizations today, 200 OK’s specialization in becoming the best Microsoft integration platform meets a crucial market demand for seamless integration solutions, carving out a niche in the market with Salesforce native, no-code integration.

Unlock the full potential of your organization by integrating Microsoft Tech Stack with Salesforce

Explore how the robust integration capabilities of 200 OK can unite Microsoft and Salesforce, driving your organization toward success without any middleware or third party.

Cohesive document management

Empower your teams with a unified view of data and documents by connecting Salesforce & SharePoint. This integration unlocks:

  • Streamlined Access: Real-time visibility to customer information and documents across both platforms.
  • Enhanced Collaboration: Seamless teamwork with on-demand access to crucial content.
  • Improved Data Management: Simplified document management within your Salesforce & SharePoint integration.
  • Compliance & Security: Consistent data governance and security protocols across both platforms.

Prioritize data security and access control to leverage the full potential of Salesforce & SharePoint integration. Comment end

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Consistency across platforms

Simplify workflows, boost collaboration & unleash productivity with Salesforce & Office 365 integration.

  • Boost Productivity: Unify communication channels, streamline workflows, and empower teams to collaborate effortlessly between Salesforce and Office 365. Gain a holistic view of your customers and eliminate information silos for improved efficiency and data-driven decision making.
  • Automate Repetitive Tasks: Leverage integration to automatically populate data between Salesforce and Office 365, reducing manual entry and errors.
  • Salesforce and Microsoft 365 integration with applications like Outlook, Word, Excel, PowerPoint, etc. allow organizations to automate business processes and workflows. Reduce manual tasks, minimize errors, and ensure consistency and efficiency in operations.

Personalized CX like never before

Unify your data and empower your sales, marketing, and operations teams with a single source of truth.

  • Consolidate customer information from both platforms with salesforce dynamics 365 to create a comprehensive view of your customers, enabling better decision-making and personalized experiences in both Dynamics 365 Business Central or D365 F&O, whatever suits your business better.
  • By integrating Salesforce with Microsoft Dynamics 365, streamlining workflows and automating repetitive tasks across both platforms. Get a holistic view of your business by accessing data from both platforms in one place.

Streamlined appointment management

  • Create a unified scheduling experience, eliminating the need to switch between different applications and ensuring that all scheduling activities are centralized.
  • Automatically sync between the two platforms, ensuring that all scheduling information is always up-to-date. Eliminate the risk of discrepancies or missed updates and maintain data accuracy across systems.

Up your ad optimization game!

  • Maximize the impact of your marketing campaigns by seamlessly integrating Microsoft Ads with Salesforce. Capture and manage leads more efficiently by syncing data between Microsoft Ads and Salesforce, ensuring no opportunity is missed.
  • Gain a comprehensive view of your customers by consolidating data from Microsoft Ads and Salesforce, allowing for more personalized and targeted marketing strategies. Connect marketing efforts directly to revenue with closed-loop reporting, allowing for accurate attribution and ROI analysis.

Seamless data capture and transfer

  • Seamlessly collect data from Microsoft Forms and automatically sync it with Salesforce. Streamline the data collection process and ensure all relevant information is captured and stored in Salesforce.
  • By integrating Microsoft Forms with Salesforce, leads captured through Microsoft Forms can be automatically created as leads or contacts in Salesforce, enabling timely follow-up, lead nurturing activities, tailored marketing campaigns, offers, etc.

Effortless communication

  • Integrate Outlook with Salesforce to access Salesforce data, such as contacts, leads, and opportunities, directly within Outlook. Streamline communication processes by eliminating the need to switch between multiple applications, saving time and reducing workflow friction.
  • Integrate Outlook with Salesforce to ensure that important email communications and contacts are automatically synchronized between the two platforms. Reduce the risk of data duplication and ensure that all relevant information is up-to-date and accurate across both systems.

Unified team collaboration

  • Enable your teams to collaborate more effectively with Microsoft Teams integration with Salesforce by accessing Salesforce data and functionalities directly within the channels in MS Teams, fostering real-time communication and decision-making.
  • Save time and increase efficiency by accessing Salesforce records, tasks, and notifications without leaving the MS Teams interface, reducing context switching and improving workflow continuity.

Cohesive document management

  • Centralize your documents and files by syncing SharePoint libraries with Salesforce, ensuring easy access and collaboration for your teams.
  • Maintain data security and compliance by controlling access to SharePoint documents based on Salesforce user permissions, ensuring sensitive information remains protected.
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Seamless document management

  • Enable your teams to collaborate more effectively by accessing Salesforce data and functionalities directly within the channels in MS Teams, fostering real-time communication and decision-making.
  • Save time and increase efficiency by accessing Salesforce records, tasks, and notifications without leaving the MS Teams interface, reducing context switching and improving workflow continuity.

Consistency across platforms

  • Sync Microsoft 365 contacts, emails, and calendar events with Salesforce records, ensuring data consistency and accuracy across platforms. Enable a better understanding of customer interactions, preferences, and history, leading to more personalized and targeted engagement.
  •  Microsoft 365 includes productivity applications like Word, Excel, PowerPoint, and Outlook, along with additional features such as device management, security, and collaboration tools. Including Microsoft 365 would be beneficial.

Personalized CX like never before

  • Consolidate customer information from both platforms to create a comprehensive view of your customers, enabling better decision-making and personalized experiences in both Dynamics 365 Business Central or D365 F&O, whatever suits your business better.
  • Automate repetitive tasks and streamline processes by integrating workflows between both platforms. Sync sales your sales, marketing, and customer service data to provide a seamless experience for your customers.

Streamlined appointment management

  • Create a unified scheduling experience, eliminating the need to switch between different applications and ensuring that all scheduling activities are centralized.
  • Automatically sync between the two platforms, ensuring that all scheduling information is always up-to-date. Eliminate the risk of discrepancies or missed updates and maintain data accuracy across systems.

Seamlessly Synergize your Systems with Azure Integration

On top of that, integrate Salesforce with MS Azure leveraging 200 OK for advanced AI solutions, cloud migration, analytics and insights, and app development, to drive innovation and elevate business performance.

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Why 200 OK?

Offer a consolidated view of data throughout the organization. Make well-informed decisions, streamline operations, and adapt more effectively to evolving market conditions.
Being a Salesforce Native Tool, 200OK inherits all the robust Salesforce Security & Compliance features., assisting you in maintaining the integrity of the customer data and adhering to industry guidelines.
Enable a consistent customer experience by connecting data and systems across the organization. Access and leverage customer data to enhance customer service and personalize interactions.
200 OK stands as a declarative and user-friendly, no-code integration platform supported by robust functionalities. Explore a range of features, from fundamental to advanced, that streamline the integration process.
By automating routine tasks, data entry, and lead management, sales teams can focus on what matters most – building relationships and closing deals. The result? Drastically reduced manual effort, streamlined workflows, and an impressive boost in productivity. Embrace Sales Automation for a sharper sales edge, leading to a significant ROI and propelling your business towards unprecedented growth.

Popular Integration Connectors

Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools

Popular Integration Connectors

Forge Seamless Connections as 200 OK Links to a Spectrum of Apps and 3rd Party Tools

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