Connect Microsoft Dynamics CRM and Way We Do
Integrate Microsoft Dynamics CRM with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a New User to Way We Do when New Account in Microsoft-dynamics-crm
Complete a Checklist Step in Way We Do when New Account in Microsoft-dynamics-crm
Add a Checklist Comment to Way We Do when New Account in Microsoft-dynamics-crm
Start Checklist Instance in Way We Do when New Account in Microsoft-dynamics-crm
Find a Checklist by Title in Way-we-do when New Account in Microsoft-dynamics-crm
Popular Microsoft Dynamics CRM + Way We Do flows
Start from a real workflow other teams are already running.
Choose a trigger
Microsoft Dynamics CRM
When this happens...
New Account
New Contact
New Case/Incident
New Invoice
New Lead
New Opportunity
New Order
Choose an action
Way We Do
Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Add a New User to Way We Do when New Account in Microsoft-dynamics-crm
Use this flowComplete a Checklist Step in Way We Do when New Account in Microsoft-dynamics-crm
Use this flowAdd a Checklist Comment to Way We Do when New Account in Microsoft-dynamics-crm
Use this flowStart Checklist Instance in Way We Do when New Account in Microsoft-dynamics-crm
Use this flowFind a Checklist by Title in Way-we-do when New Account in Microsoft-dynamics-crm
Use this flowFind a Checklist Instance by ID in Way We Do when New Account in Microsoft-dynamics-crm
Use this flowFind a Checklist Instance by Title in Way We Do when New Account in Microsoft-dynamics-crm
Use this flowFind a Checklist Step by ID in Way-we-do when New Account in Microsoft-dynamics-crm
Use this flowFind a Procedure by Title in Way-we-do when New Account in Microsoft-dynamics-crm
Use this flowFind a Procedure or Checklist by ID in Way We Do when New Account in Microsoft-dynamics-crm
Use this flowSupported Triggers & Actions
Everything you can automate between Microsoft Dynamics CRM and Way We Do.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Microsoft Dynamics CRM integrations.
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
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Learn how to automate Microsoft Dynamics CRM and Way We Do workflows.
Learn how to automate Microsoft Dynamics CRM and Way We Do workflows.
Learn how to automate Microsoft Dynamics CRM and Way We Do workflows.
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About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreAbout Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Microsoft Dynamics CRM and Way We Do accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Microsoft Dynamics CRM and Way We Do as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Way We Do. No coding required.
Yes. You can set up a workflow where Microsoft Dynamics CRM triggers actions in Way We Do, and a separate workflow where Way We Do triggers actions in Microsoft Dynamics CRM. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Microsoft Dynamics CRM and Way We Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Microsoft Dynamics CRM and Way We Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
