Add Microsoft Dynamics CRM to Your Product
Give your customers access to Microsoft Dynamics CRM from within your product & agents. Use viaSocket to manage authentication, execute actions, and receive events from connected accounts.
Everything You Need to Manage Microsoft Dynamics CRM Integrations
Add Microsoft Dynamics CRM to your product & agents today. viaSocket runs the infrastructure; your AI coding assistant does the setup.
Managed Authentication
Let your customers connect their Microsoft Dynamics CRM accounts without building and maintaining OAuth flows yourself.
Customer-Specific Connections
Manage separate Microsoft Dynamics CRM connections for each customer in your product & agents.
Actions, Triggers and Webhooks
Execute supported Microsoft Dynamics CRM actions and receive events through a consistent integration interface.
Managed Data Mapping
Map data between your product & agents and the formats expected by Microsoft Dynamics CRM.
Monitoring and Debugging
Track executions, inspect errors, and troubleshoot integration issues.
Your Product & Agents, Your Experience
Offer Microsoft Dynamics CRM integrations under your own branding and within your existing product & agents.
Available Actions and Triggers for Microsoft Dynamics CRM
What You Can Do with Microsoft Dynamics CRM
Explore available actions to let your product & agents interact with Microsoft Dynamics CRM.
- Create Account Creates a new account
- Create ContactCreates a new contact
- Create OpportunityCreates a new opportunity
- Create LeadCreates a new lead
- Create Case/IncidentCreates a new case/incident
- Create Order Creates a new order
Respond to Events in Microsoft Dynamics CRM
Use triggers to let your product & agents respond to events from connected Microsoft Dynamics CRM accounts.
- New AccountTriggers when new account is created
- New ContactTriggers when new contact is created
- New Case/IncidentTriggers when new case/incident created
- New InvoiceTriggers when new invoice is created
- New LeadTriggers when new lead is created
- New OpportunityTriggers when new opportunity is craeted
- New OrderTriggers when new order is craeted
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more
About viaSocket
Connect 2,300+ apps to your product & agents with one prompt. Auth, events and actions handled. Free to start.
Learn moreFAQs about adding Microsoft Dynamics CRM to your product & agents
Find answers to common questions about integrating Microsoft Dynamics CRM into your product & agents, including authentication, supported actions, triggers, and implementation.
How can I integrate Microsoft Dynamics CRM into my product & agents?
You can use viaSocket to add Microsoft Dynamics CRM integration to your product & agents. viaSocket provides APIs, managed authentication, actions, and triggers to help you build integration features for your customers.
Do I need to build and maintain the integration infrastructure myself?
No. viaSocket manages the integration infrastructure, including authentication, customer connections, and supported actions and triggers.
Can my customers connect their own Microsoft Dynamics CRM accounts?
Yes. viaSocket supports customer-specific connections, allowing each customer to authorize their own Microsoft Dynamics CRM account.
Can I offer Microsoft Dynamics CRM integration under my own branding?
Yes. You can provide the integration experience under your own branding and within the existing interface of your product & agents.
Can I connect Microsoft Dynamics CRM with other apps?
Yes. viaSocket supports integrations with 2,300+ apps, allowing your product & agents to work with Microsoft Dynamics CRM and other supported services.
How do I execute actions in Microsoft Dynamics CRM?
Use viaSocket's supported actions and APIs to perform operations in connected Microsoft Dynamics CRM accounts. Available operations depend on the integration's supported capabilities and the permissions granted.
Can my product & agents respond to events from Microsoft Dynamics CRM?
Yes. You can use supported triggers and webhooks to receive events from Microsoft Dynamics CRM and respond within your product & agents.
Bring Microsoft Dynamics CRM Into Your Product & Agents
- Managed auth
- Per-customer connections
- Actions & triggers
- Data mapping
- Monitoring & logs
- Your branding