Connect AX Semantics and Microsoft Dynamics CRM to Build Intelligent Automations
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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 AX Semantics integrations.
List Collections
To get all the collections.
Get a single collection
Fetch details of a specific collection
Overall progress status
Display a combined status of all ongoing tasks.
Get all documents
get a list of all documents.
Add a document in a collection
Put a new document into a collection.
Delete a collection data
Delete all data from a collection
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Step by step guides to integrate AX Semantics and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your AX Semantics and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in AX Semantics triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how AX Semantics 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 AX Semantics 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 AX Semantics 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 AX Semantics
AX Semantics is an AI-powered content generation platform that enables users to automate the creation of written content across various languages and formats.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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