Connect Contextual AI and Microsoft Dynamics CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Contextual AI
Choose an Action
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Ready to use Contextual 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 Contextual AI integrations.
Create Datastore
Create a new Datastore.
List Datastores
Retrieve a list of Datastores.
Get Datastore Metadata
Get the details of a given Datastore, including its name, create time, and the list of Agents which are currently configured to use the Datastore.
Reset Datastore
Reset the give Datastore. This operation is irreversible and it deletes all the documents associated with the datastore.
Delete Datastore
Delete a given Datastore, including all the documents ingested into it. This operation is irreversible.
List Documents
Get list of documents in a given Datastore, including document id, name, and ingestion job status.
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Step by step guides to integrate Contextual AI and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Contextual AI and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Contextual AI triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Contextual 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 Contextual 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 Contextual 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 Contextual AI
Contextual AI is a cutting-edge platform that leverages artificial intelligence to provide context-aware solutions. It helps businesses and developers create applications that understand and respond to the context of user interactions, enhancing user experience and engagement.
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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