
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order

Automatically do this!
Enable Integrations or automations with these events of Microsoft Dynamics CRM and Focus@Will
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
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

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To start, connect both your Microsoft Dynamics CRM and Focus@Will accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics CRM triggers actions in Focus@Will (or vice versa).
Absolutely. You can customize how Microsoft Dynamics CRM data is recorded in Focus@Will. This includes choosing which data fields go into which fields of Focus@Will, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics CRM and Focus@Will typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics CRM and Focus@Will. 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.
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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