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- FeaturesFeatures to optimize your experience
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- TemplatesLibrary of Automation Workflows
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- EmbedEmbed viaSocket in your SaaS/AI
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Microsoft Dynamics CRM
Create integrations between Microsoft Dynamics CRM and your favorite App
Create effective Microsoft Dynamics CRM automations in minutes by using pre-made templates that are customized for your needs
Select Any App to connect with Microsoft Dynamics CRM
Microsoft Dynamics CRM
Zomentum PartnerAlign
Zomentum PartnerAlign makes it easier for SaaS companies to support their Partners, grow their channel programs, and scale revenue.
Zoho Showtime
Zoho ShowTime is a web-conferencing and an online virtual training tool that lets trainers engage with their attendees to drive self-improvement through feedback, and showcase their delivery skills on a secure cloud platform. It is available on the web and as a mobile app.
Zoho Show
Zoho Show is a free online presentation software that lets you create, collaborate, publish, and broadcast presentations from any device, quick and easy.
Zoho Creator
Zoho Creator is an online database builder. Its easy drag-n-drop interface lets you create custom applications for every data collection need, define workflow and also configure business rules that are unique to your business.
Zoho Checkout
Zoho Checkout allows you to accept recurring payments and one-time payments with personalized payment pages with zero coding.
zaxaa
Zaxaa is a platform that helps online course creators, coaches, and small businesses selling digital products to grow their sales.
zapfloorhq
ZapFloorHQ really simplifies our billing process and allows us to easily generate all our monthly invoices and track the payments.
Z Workforce
Mobile field service. With a single tool companies can improve their performance of teams in the field, fulfill checklists and generate indicators on sales, products, services, customers, quality of service and even monitor competitor actions
yumpu
Yumpu is a powerful publishing application that makes it easy to convert, share and embed all kinds of documents. Yumpu is an E-paper technology with marketing tools which is also available for mobile platforms and devices.
Yuccan Lead
Yuccan Lead helps companies to build a custom referral program for their customers so that they can receive referrals from them
YouTube
YouTube allows billions of people to discover, watch and share originally-created videos. YouTube provides a forum for people to connect, inform, and inspire others across the globe and acts as a distribution platform for original content creators and advertisers large and small.
youengage
Create interactive experiences that convert. Engage and get feedback using quizzes, surveys, polls, calculators, forms, and live Q&A
Actions and Triggers
When this happensTriggers
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
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
Real-World Use Cases of Microsoft Dynamics CRM Integrations
See how Microsoft Dynamics CRM integrates with popular apps to automate tasks and streamline your workflow.
- Integrate microsoft-dynamics-crm with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and microsoft-dynamics-crm databases.
- Integrate microsoft-dynamics-crm with MySQL to automatically sync records, facilitating seamless data exchange between microsoft-dynamics-crm and your SQL databases.
Watch Integrations In Action
Know More About viaSocket Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently asked questions
- How do you map data in viaSocket workflows?
- Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
- How does viaSocket handle errors or exceptions in automated workflows?
- viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
- Is it possible to customize automated workflows according to my business needs?
- Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
- What happens if one of the connected apps changes its API or functionality?
- viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About viaSocket
viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to
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