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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new account is created
Triggers when new contact is created
Triggers when new case/incident created
Triggers when new invoice is created
Triggers when new lead is created
Triggers when new opportunity is craeted
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
Creates a new account
Creates a new contact
Creates a new opportunity
Creates a new lead
Creates a new case/incident
Creates a new order

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Microsoft Dynamics CRM and Text Summarizer accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Dynamics CRM triggers actions in Text Summarizer (or vice versa).
Absolutely. You can customize how Microsoft Dynamics CRM data is recorded in Text Summarizer. This includes choosing which data fields go into which fields of Text Summarizer, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Dynamics CRM and Text Summarizer typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Dynamics CRM and Text Summarizer. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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