Connect Joget and Microsoft Dynamics CRM
Integrate Joget 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 CRM Account in Joget
Create Contact in Microsoft-dynamics-crm when New CRM Account in Joget
Create Opportunity in Microsoft-dynamics-crm when New CRM Account in Joget
Create Lead in Microsoft-dynamics-crm when New CRM Account in Joget
Create Case/Incident in Microsoft-dynamics-crm when New CRM Account in Joget
Popular Joget + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Joget
When this happens...
New CRM Account
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 CRM Account in Joget
Use this flowCreate Contact in Microsoft-dynamics-crm when New CRM Account in Joget
Use this flowCreate Opportunity in Microsoft-dynamics-crm when New CRM Account in Joget
Use this flowCreate Lead in Microsoft-dynamics-crm when New CRM Account in Joget
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when New CRM Account in Joget
Use this flowCreate Order in Microsoft-dynamics-crm when New CRM Account in Joget
Use this flowApp version list from Joget when New Account in Microsoft-dynamics-crm
Use this flowList All Apps from Joget when New Account in Microsoft-dynamics-crm
Use this flowList Published Userviews in Joget when New Account in Microsoft-dynamics-crm
Use this flowList Published processes from Joget when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Joget and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
New CRM Account
Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.
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 Joget integrations.
App version list
Retrieves all version of an app.
List All Apps
Retrieve a list of all available apps.
List Published Userviews
Retrieve a list of published userviews for an app.
List Published processes
Return all published app processes available in the Joget instance.
List forms of an specific App
Retrieve the forms configured in a specified Joget app. Returns form details or a message if no forms are found.
List CRM Accounts
Retrieve a list of completed processes from the configured Joget Cloud instance.
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 Joget and Microsoft Dynamics CRM workflows.
Learn how to automate Joget and Microsoft Dynamics CRM workflows.
Learn how to automate Joget and Microsoft Dynamics CRM workflows.
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About Joget
Joget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.
Learn moreSimilar apps
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 Joget 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 Joget 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 Joget triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in Joget. 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 Joget 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 Joget 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.
