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Microsoft Dynamics CRM

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

Microsoft Dynamics CRM

Cube USA

Cube USA

Cube is comprehensive business management software for the building automation controls (BAC) industry. Developed by controls contractors for controls contractors, Cube reduces paperwork and costs while streamlining efficiency and boosting revenue.

CSG Forte Payments

CSG Forte Payments

CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.

CRM Connector

CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.

craftboxx

craftboxx

Craftboxx is a tool that brings together planning and documentation, time tracking, and real-time problem solving for construction sites.

Corpay One

Corpay One

Corpay One is the leading bill pay solution for small-and-medium-sized businesses. Automate your accounts payable tasks like payments, approvals, document scanning and reconciliation with one easy to use solution.

copperx

copperx

Copperx is a blockchain payment gateway to accept crypto payments, recurring billing, invoices, and more to streamline payments.

convergehub

convergehub

ConvergeHub is a new-age converged CRM software that functions as a comprehensive Business Management solution. It manages Sales, Marketing, Support and Billing from within its full-featured and easy-to-use platform. It is ideally suited for fast-growing small to medium businesses, in need for a single broad application rather than multiple standalone systems.

Contentstack

Contentstack

Contentstack is a headless CMS that helps businesses create, manage, and deliver content across websites, apps, and devices. It lets developers build with any front-end tools while content creators manage content easily. It supports APIs, collaboration, and multi-language content, making it ideal for flexible, scalable digital experiences.

cloudi-fi

cloudi-fi

Cloudi-Fi enhance your Guest experience while accessing your Wifi networks.

Clockwork Recruiting

Clockwork Recruiting

Clockwork is an Executive Recruiting management tool where Firms collaborate with Clients and Candidates in the process of Retained Search.

clnto

clnto

Clnto simplifies agency client management: leads, proposals, CRM, invoicing, and revenue tracking all in one software.

ClinicSoftware.com

ClinicSoftware.com

ClinicSoftware.com is a full suite of cloud-based tools created to help appointment-based businesses to Grow Sales & Save Time.

Actions and Triggers

When this happensTriggers

Microsoft Dynamics CRM

New Account

Triggers when new account is created

Microsoft Dynamics CRM

New Contact

Triggers when new contact is created

Microsoft Dynamics CRM

New Case/Incident

Triggers when new case/incident created

Microsoft Dynamics CRM

New Invoice

Triggers when new invoice is created

Microsoft Dynamics CRM

New Lead

Triggers when new lead is created

Microsoft Dynamics CRM

New Opportunity

Triggers when new opportunity is craeted

Do thisActions

Microsoft Dynamics CRM

Create Account

Creates a new account

Microsoft Dynamics CRM

Create Contact

Creates a new contact

Microsoft Dynamics CRM

Create Opportunity

Creates a new opportunity

Microsoft Dynamics CRM

Create Lead

Creates a new lead

Microsoft Dynamics CRM

Create Case/Incident

Creates a new case/incident

Microsoft Dynamics CRM

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.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • 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.

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Watch Integrations In Action

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.
Microsoft Dynamics CRM

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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viaSocket

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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