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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
Set A Time
Set a Time is an appointment scheduling software and scheduling app, that helps businesses accept and manage appointments, online.
servicetitan
ServiceTitan is a mobile, cloud-based software platform that helps home services companies streamline operations, improve customer service, and increase sales.
servicepro
ServicePRO is a powerful Collaborative Workflow and Service Management System that delivers Return on Investment. Requires 14.2.16.50 or above version of ServicePRO.
serviceform
Serviceform offers a comprehensive range of tools for lead generation and website optimisation.
Service Provider Pro
SPP is a shopping cart and project management software for selling productized services.
Service Objects (DOTS Address Validation)
Service Objects is a contact and data validation company.
Service Fusion
Service Fusion is a field service management software for service contractors. With this application, you create new customers, retrieve job and estimate history, technician information and much more.
servgrow
Servgrow is an all-in-one solution for service pros that handles everything from CRM, to scheduling, estimates, job tracking, invoicing, payments, and so much more.
sertifier
Sertifier is a digital credentialing platform, enabling digital certificate & badge management and verification for organizations.
serene
Block distracting websites & apps, organised your day around one goal that matters, and focus on what matters with Serene, the macOS app for laser-focus.
SERA Systems
Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.
seotoaster
SeoToaster is a great CMS platform for SEO and Ecommerce
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
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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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