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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
Docsumo
Convert unstructured documents like pay stubs, invoices, and bank statements into actionable data effortlessly with Docsumo's Intelligent OCR technology.
docsify
Docsify is a chrome extension for Gmail and G Suite that tracks email opens, link clicks, attachment downloads, and per-page document and website views that you send via email. And Docsify automates and prioritizes your sales workflow based on recipient's engagement with anything you emailed them
DNA Behavior
DNA Behavior is a behavioral science technology used to uncover how each individual approaches work, life, decisions, and money.
Discover My Franchise
Discover My Franchise is a discovery relationship manager that allows prospecting franchise candidates to learn about your franchise brand.
Digimind Social
Digimind is a web and social media listening platform that helps you track consumer insights, competitors, and market trends.
dex
Dex is a personal CRM that helps you build stronger relationships.
devicemagic
Build custom forms to capture important data through your mobile device with Device Magic. Save time, get better data, and automate your business.
Demand IQ
Stella by Demand IQ is a lead generation tool that helps solar companies convert clicks into sales opportunities.
delenta
Delenta is an all-in-one digital platform for knowledge-based entrepreneurs, such as coaches, mentors, and consultants. Through our platform, you can launch, manage & market your practice with ease and effortless professionalism.
daylite
Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!
datalyse
Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact Centre needs.
databox
Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.
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
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
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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