Connect Agent AI and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Agent AI
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Agent AI and Microsoft Dynamics CRM automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Account
Triggers when new account is created
New Contact
Triggers when new contact is created
New Case/Incident
Triggers when new case/incident created
New Invoice
Triggers when new invoice is created
New Lead
Triggers when new lead is created
New Opportunity
Triggers when new opportunity is craeted
Do thisActions
Action is the task that follows automatically within your Agent AI integrations.
Web Page Content
Extract text content from a specified web page or domain.
Web Page Screenshot
Capture a visual screenshot of a specified web page for documentation or analysis.
YouTube Video Transcript
Fetches the transcript of a YouTube video using the video URL.
YouTube Channel Data
Retrieve detailed information about a YouTube channel, including its videos and statistics.
Get Company Earnings Info
Retrieve company earnings information for a given stock symbol over time.
Get Company Financial Profile
Retrieve detailed financial and company profile information for a given stock symbol, such as market cap and the last known stock price for any company.
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Step by step guides to integrate Agent AI and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Agent AI and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Agent AI triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Agent AI data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Agent AI and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Agent AI and Microsoft Dynamics CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Agent AI
Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.
Learn MoreAbout Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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