Integrate Microsoft Dynamics CRM with klaxoon to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Boards from Klaxoon when New Account in Microsoft-dynamics-crm
Create Board in Klaxoon when New Account in Microsoft-dynamics-crm
Create Idea in Board in Klaxoon when New Account in Microsoft-dynamics-crm
Find Board in Klaxoon when New Account in Microsoft-dynamics-crm
Find Category in Board in Klaxoon 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
klaxoon
Automatically do this!
List All Boards
Create Board
Create Idea in Board
Find Board
Find Category in Board
Find Color in Board
Find Dimension in Board
Find Idea in Board
Update Idea in Board
List All Boards from Klaxoon when New Account in Microsoft-dynamics-crm
Use this flowCreate Board in Klaxoon when New Account in Microsoft-dynamics-crm
Use this flowCreate Idea in Board in Klaxoon when New Account in Microsoft-dynamics-crm
Use this flowFind Board in Klaxoon when New Account in Microsoft-dynamics-crm
Use this flowFind Category in Board in Klaxoon when New Account in Microsoft-dynamics-crm
Use this flowFind Color in Board on Klaxoon when New Account in Microsoft-dynamics-crm
Use this flowFind Dimension in Board on Klaxoon when New Account in Microsoft-dynamics-crm
Use this flowFind Idea in Board on Klaxoon when New Account in Microsoft-dynamics-crm
Use this flowUpdate Idea in Board on Klaxoon when New Account in Microsoft-dynamics-crm
Use this flowList All Boards from Klaxoon when New Contact in Microsoft-dynamics-crm
Use this flowEverything you can automate between Microsoft Dynamics CRM and klaxoon.
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 klaxoon workflows.

Learn how to automate Microsoft Dynamics CRM and klaxoon workflows.

Learn how to automate Microsoft Dynamics CRM and klaxoon workflows.

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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreWhether on-site, remotely or hybrid, Klaxoon technologies help you think, collaborate and move forward in a simple and super-productive way.
Learn moreSign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and klaxoon 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 klaxoon 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 klaxoon. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in klaxoon, and a separate workflow where klaxoon 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 klaxoon. 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 klaxoon integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.