Connect Microsoft Dynamics CRM and Daftra
Integrate Microsoft Dynamics CRM with Daftra to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Record Invoice Payment in Daftra when New Account in Microsoft-dynamics-crm
Delete Estimate in Daftra when New Account in Microsoft-dynamics-crm
Update Expense in Daftra when New Account in Microsoft-dynamics-crm
List All Invoices from Daftra when New Account in Microsoft-dynamics-crm
Record Invoice Payment in Daftra when New Contact in Microsoft-dynamics-crm
Popular Microsoft Dynamics CRM + Daftra flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
Choose an action
Daftra
Automatically do this!
Update Invoice
Delete Supplier
Record Invoice Payment
Delete Estimate
Add Expense
Delete Invoice
Delete Invoice Payment
Update Product
Add Supplier
Delete Client
Update Expense
Update Estimate
Delete Expense
Add Client
Update Supplier
Add Product
List All Invoices
List All Clients
List All Products
List All Staff
Record Invoice Payment in Daftra when New Account in Microsoft-dynamics-crm
Use this flowDelete Estimate in Daftra when New Account in Microsoft-dynamics-crm
Use this flowUpdate Expense in Daftra when New Account in Microsoft-dynamics-crm
Use this flowList All Invoices from Daftra when New Account in Microsoft-dynamics-crm
Use this flowRecord Invoice Payment in Daftra when New Contact in Microsoft-dynamics-crm
Use this flowAdd Expense to Daftra when New Contact in Microsoft-dynamics-crm
Use this flowDelete Client from Daftra when New Contact in Microsoft-dynamics-crm
Use this flowUpdate Estimate in Daftra when New Contact in Microsoft-dynamics-crm
Use this flowDelete Expense in Daftra when New Contact in Microsoft-dynamics-crm
Use this flowAdd Client to Daftra when New Contact in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics CRM and Daftra.
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 Microsoft Dynamics CRM integrations.
Create Account
Creates a new account
Create Contact
Creates a new contact
Create Opportunity
Creates a new opportunity
Create Lead
Creates a new lead
Create Case/Incident
Creates a new case/incident
Create Order
Creates a new order
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 Microsoft Dynamics CRM and Daftra workflows.
Learn how to automate Microsoft Dynamics CRM and Daftra workflows.
Learn how to automate Microsoft Dynamics CRM and Daftra workflows.
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About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreAbout Daftra
Daftra is a comprehensive business management software designed to streamline operations for small to medium-sized enterprises. It offers a range of features including accounting, CRM, invoicing, and inventory management, all integrated into a single platform to enhance productivity and efficiency.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and Daftra 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 Daftra 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 Daftra. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in Daftra, and a separate workflow where Daftra 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 Daftra. 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 Daftra integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
