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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

instaproofs

instaproofs

Instaproofs supports the growth of your photography business through its galleries, storefronts, invoices, contracts, and more.

Instapage

Instapage

Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.

insites

insites

Insites automates your research and provides a comprehensive digital marketing audit in under 60 seconds.

insidr

insidr

Insidr is the home of unreleased music. Allows fans to subscribe, stream your unreleased music and engage with your content.

inperson

inperson

Inperson helps organizations create a digital business cards for their employees, manage leads and manage their online presence.

inoreader

inoreader

Inoreader is a news reader designed to save you time. Harness the power of RSS to automate content discovery, collection, and distribution.

ignition

ignition

Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated engagement letters and payments, we free you up to focus on what matters most.

iFolio Cloud

iFolio Cloud

iFOLIO is the all-in-one integrated marketing platform to grow your business and enhance digital presence. Make work easier!

idwise

idwise

Global Identity Verification, KYC and AML platform powered by AI and machine learning for customer onboarding.

idi

idi

IDI is a real estate technology partner to make the control of your real estate and communication with your contacts and clients more agile and easy.

idenfy

idenfy

iDenfy helps you automate identity verification enforced with manual oversight. Defeat fraud while processing customers' data quickly and securely.

ideanote

ideanote

Ideanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.

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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