Integrations D-iD Microsoft Dynamics CRM
D-iD + Microsoft Dynamics CRM

Connect D-iD and Microsoft Dynamics CRM to Build Intelligent Automations

Choose a Trigger

D-iD

When this happens...

Choose an Action

Microsoft Dynamics CRM

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Knowledge Base

New Knowledge Base

Triggers When new Knowledge Base is created.

New Video Translation

New Video Translation

Triggers When new Video Translation is created.

New Animation

New Animation

Triggers When new animation is created.

New Account

New Account

Triggers when new account is created

New Contact

New Contact

Triggers when new contact is created

New Case/Incident

New Case/Incident

Triggers when new case/incident created

Do thisActions

Action is the task that follows automatically within your D-iD integrations.

Create Consent

Create Consent

Creates a Consent.

Generate Video Translation

Generate Video Translation

Generate a Video Translation

Delete Video Translate

Delete Video Translate

Delete an Existing video translate.

Create Knowledge Base

Create Knowledge Base

Creates a Knowledge Base.

Create Document

Create Document

Creates a Document.

Create Talk

Create Talk

Creates a Talk.

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Step by step guides to integrate D-iD and Microsoft Dynamics CRM

Frequently Asked Questions

How do I start an integration between D-iD and Microsoft Dynamics CRM?

To start, connect both your D-iD and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in D-iD triggers actions in Microsoft Dynamics CRM (or vice versa).

Can we customize how data from D-iD is recorded in Microsoft Dynamics CRM?

Absolutely. You can customize how D-iD 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.

How often does the data sync between D-iD and Microsoft Dynamics CRM?

The data sync between D-iD and Microsoft Dynamics CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from D-iD to Microsoft Dynamics CRM?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between D-iD and Microsoft Dynamics CRM?

Yes, you can set conditional logic to control the flow of data between D-iD 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.

D-iD

About D-iD

D-iD is a cutting-edge platform specializing in AI-driven solutions for creating and managing digital identities. It offers advanced tools for generating realistic avatars and digital personas, enhancing user interaction and personalization in various applications.

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Microsoft Dynamics CRM

About 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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