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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

corymbus

corymbus

Corymbus is a CRM platform devoted to small businesses and freelances. It focuses on an extremely straightforward user experience. It covers the needs of both sales and marketing.

cor

cor

COR is the all-in-one management solution for creative agencies that automate timesheets, through AI, to predict profitability, reduce work overload and improve client engagements.

Copper

Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Copilot CRM

Copilot CRM

Copilot CRM automates business processes and workflows by scheduling, routing, automatic invoicing, payment processing, and online booking.

coordinate

coordinate

Coordinate is a collaborative project management platform for you and your customers.

Fize Connect

Fize Connect

Fize Connect enables users to obtain their prospects' insurance data instantly.

consensus

consensus

Consensus uses interactive video demos to provide a personalized demo experience on-demand, branching, summarizing, and expounding according to the responses of each prospect.

connectflux

connectflux

connectflux is an AI assistant with knowledge of 200+ Million professionals and companies that can help you automate your prospecting and outreach efforts.

configcat

configcat

10 minutes trainable feature flag and configuration management service with unlimited team size, awesome support and no surprises.

confection

confection

Confection collects, stores, and distributes data in a way that's unaffected by client-side disruptions involving cookies, cross-domain scripts, and device IDs. It's also compliant with global privacy laws so it’s good for people too.

composure

composure

Composure is software designed for in-house legal departments. This allows legal departments to do more with less, maximizing their efficiency and minimizing their costs. Composure’s key features include intake management and workflow management to quantify legal work.

CompanyCam

CompanyCam

CompanyCam is an app built for contractors and trades professionals to capture and organize important job site information, including photos and documents. Connecting CompanyCam with other software and CRMs allows users to keep tabs on progress and improve their processes.

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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