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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

dashmon

dashmon

Dashmon is a Visual Communication Platform allowing you to visualize your data, inform your employers and customers.

dasha

dasha

Dasha is a conversational-AI-as-a-service platform that lets you embed realistic voice and text conversational capabilities into your apps or products. With a single integration, create smart conversational apps for web, desktop, mobile, IoT and call centers.

dailybot

dailybot

DailyBot is your team's daily assistant. Put your stand-up meetings, status reports and check-ins on cruise control, save time and increase productivity.

daffy

daffy

Daffy allows users to manage their charitable giving.

Create 1

Create 1

Create is a simple and effective page editor you can make beautiful pages in minutes. Various tools and integrations also can help you provide the best experience to your page visitors.

click2mail

click2mail

Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.

flocksy

flocksy

Flocksy provides a wide range of marketing focused creative services for a flat monthly payment.

digest

digest

Digest captures info from multiple events in your workflows and collects them in a single easily consumed summary that can be sent to any app.

didacte

didacte

Didacte is your strategic partner to create, distribute and sell your courses on an easy-to-use system, both for you and your students.

dialmycalls

dialmycalls

DialMyCalls provides calling and texting to customers around the world. We offer reporting for all broadcasts as well as a contact management system.

dexatel

dexatel

Dexatel is a leading provider of business messaging and omnichannel communications solutions.

devskiller

devskiller

DevSkiller is a developer screening and online interview platform powered by RealLifeTesting™ methodology. The tool helps you find developers with the right skill set, shortening significantly your time to hire.

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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