Integrate Microsoft Dynamics CRM with CompanyCam to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Photo in Companycam when New Account in Microsoft-dynamics-crm
Create Checklist From Template in CompanyCam when New Account in Microsoft-dynamics-crm
Add Project to CompanyCam when New Account in Microsoft-dynamics-crm
Add Project Label in Companycam when New Account in Microsoft-dynamics-crm
Update Project Notepad in CompanyCam when New Account in Microsoft-dynamics-crm
Start from a real workflow other teams are already running.
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
CompanyCam
Automatically do this!
Add Photo
Create Checklist From Template
Add Project
Add Project Label
Update Project Notepad
Find or Create Project
Create Tag
Create User
Create Group
Add Photo in Companycam when New Account in Microsoft-dynamics-crm
Use this flowCreate Checklist From Template in CompanyCam when New Account in Microsoft-dynamics-crm
Use this flowAdd Project to CompanyCam when New Account in Microsoft-dynamics-crm
Use this flowAdd Project Label in Companycam when New Account in Microsoft-dynamics-crm
Use this flowUpdate Project Notepad in CompanyCam when New Account in Microsoft-dynamics-crm
Use this flowFind or Create Project in Companycam when New Account in Microsoft-dynamics-crm
Use this flowCreate Tag in CompanyCam when New Account in Microsoft-dynamics-crm
Use this flowCreate User in Companycam when New Account in Microsoft-dynamics-crm
Use this flowCreate Group in CompanyCam when New Account in Microsoft-dynamics-crm
Use this flowAdd Photo in Companycam when New Contact in Microsoft-dynamics-crm
Use this flowEverything you can automate between Microsoft Dynamics CRM and CompanyCam.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new account is created
Triggers when new contact is created
Triggers when new case/incident created
Triggers when new invoice is created
Triggers when new lead is created
Triggers when new opportunity is craeted
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Creates a new account
Creates a new contact
Creates a new opportunity
Creates a new lead
Creates a new case/incident
Creates a new order

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Step-by-step video tutorials to help you connect apps, automate workflows, and save time.

Learn how to automate Microsoft Dynamics CRM and CompanyCam workflows.

Learn how to automate Microsoft Dynamics CRM and CompanyCam workflows.

Learn how to automate Microsoft Dynamics CRM and CompanyCam workflows.

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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreCompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.
Learn moreSign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and CompanyCam 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 Microsoft Dynamics CRM and CompanyCam 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 CompanyCam. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in CompanyCam, and a separate workflow where CompanyCam triggers actions in Microsoft Dynamics CRM. 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 Microsoft Dynamics CRM and CompanyCam. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics CRM and CompanyCam integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.