Connect Dust and Microsoft Dynamics CRM
Integrate Dust with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when New Document Created in Dust
Create Contact in Microsoft-dynamics-crm when New Document Created in Dust
Create Opportunity in Microsoft-dynamics-crm when New Document Created in Dust
Create Lead in Microsoft-dynamics-crm when New Document Created in Dust
Create Case/Incident in Microsoft-dynamics-crm when New Document Created in Dust
Popular Dust + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Dust
When this happens...
New Document Created
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when New Document Created in Dust
Use this flowCreate Contact in Microsoft-dynamics-crm when New Document Created in Dust
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New Document Created in Dust
Use this flowCreate Lead in Microsoft-dynamics-crm when New Document Created in Dust
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New Document Created in Dust
Use this flowCreate Order in Microsoft-dynamics-crm when New Document Created in Dust
Use this flowTalk to an Agent in Dust when New Account in Microsoft-dynamics-crm
Use this flowList All Spaces from Dust when New Account in Microsoft-dynamics-crm
Use this flowList All Data Sources from Dust when New Account in Microsoft-dynamics-crm
Use this flowTalk to an Agent in Dust when New Contact in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Dust and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Created
New or updated document alert
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
Do thisActions
Action is the task that follows automatically within your Dust integrations.
Talk to an Agent
Send a message to a Dust a gent and retrieve the answer.
Upload Document
Upload document to data source
Search Agent
Search for agent configurations by name in the workspace.
List All Spaces
Show all spaces in workspace
List All Data Sources
List data sources in a space
List All Documents
List documents in data source
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Dust and Microsoft Dynamics CRM workflows.
Learn how to automate Dust and Microsoft Dynamics CRM workflows.
Learn how to automate Dust and Microsoft Dynamics CRM workflows.
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About Dust
Dust.tt is a comprehensive workflow automation platform designed to seamlessly integrate and manage data across various sources. It provides robust tools for automating document workflows, data management, and API integrations, helping businesses streamline their operations. Whether it's cloud storage, document handling, or real-time data syncing, Dust.tt allows users to efficiently manage data sources and automate processes to boost productivity.
Learn more
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Dust and Microsoft Dynamics CRM accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Dust and Microsoft Dynamics CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where Dust triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Dust. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Dust and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Dust and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
