Harmony Umbraco Dynamics CRM Integration

Introducing Harmony: the Umbraco CMS and Dynamics CRM connector

By Lisa Curry

 

We are very excited to unveil our new bespoke plugin, Harmony, created by our in-house development team.

Harmony connects and integrates Umbraco CMS with Microsoft Dynamics CRM via a two-way data sync. Harmony fully integrates with Umbraco, is simple to set up and reflects the same intuitive look and feel of Umbraco, allowing webmasters to create forms that sync with CRM without any need for coding or development. We found that there was a gap in the market with no simple connector between the two systems, yet it was a requirement our clients kept asking for. Harmony was our answer. 

 

For businesses using Microsoft Dynamics CRM and running their website on Umbraco CMS, connecting your internal facing system with your external facing system brings a great number of possibilities and can streamline internal processes. Harmony makes this possible without the associated time and cost of using in-house development.

 

So what can you do?

It’s more a case of what can’t you do… Harmony does all the hard work so you simply have to decide what data you want target and how you want it shown. You can create, edit and view information that's stored within CRM – whether it’s out of the box or custom developed.

 

A few examples of what you could use it for (which are all available to demo for free) are:

 

Website-EnquiryWebsite enquiry: Automatically create a lead within Dynamics CRM when a form is submitted on your website, such as an enquiry form.

 

 

Edit-ProfileEdit Profile: Logged-in users can update their own contact record on your website, which then automatically updates the record within CRM.

 


Report-IssueReport an issue: Streamline customer service by allowing customers to log a case via your website, which automatically creates a case in CRM that is associated to the contact and account.

 


Case-DetailsView your open cases: Logged-in users can view any open customer service issues they have with you – so they can check the status and information independently.

 

 

Harmony has huge potential to enhance the way we engage digitally with our clients. Having seen the product in action we’ve identified opportunities where Harmony can raise our client’s online experience in areas such as self-service. We’re excited by the possibilities that Harmony offers and eagerly anticipate the future developments that are planned for the next release - particularly the offline capabilities. Lifetime Training Group
CRM Website Integration Plugin

Benefits

  • Full integration with Umbraco
  • Intuitive and simple to use
  • Removes double handling of information
  • No need for coding or development
  • Automatically updates information via two-way data sync
  • Install Harmony as you would any other Umbraco package
  • All forms created in Harmony mimic your website’s styling
  • Compatible with Umbraco 7
  • Compatible with Dynamics CRM 2011, 2013 & 2015

Try it for yourself!

We have created an online demo, so that you can try Harmony for yourself and see how powerful it is. Our Harmony website also includes videos and resources and will continually be updated with new information as we extend Harmony in future releases. If you want to book a demonstration or find out about pricing and purchasing, please fill in the form below or go to

harmony.chorus.co

Harmony Website 

Contact Us