Connect Mini Course Generator and Microsoft Dynamics CRM to Build Intelligent Automations
Ready to use Mini Course Generator and Microsoft Dynamics CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Learner
Triggers when a new learner is added to a collection.
Course Collection Completed
Triggers when a user completes a course collection.
Course Completed
Triggers when a user completes a course.
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
Do thisActions
Action is the task that follows automatically within your Mini Course Generator integrations.
List Course Collection
List course collections.
List Course
List course
Add Learner
Adds a learner to your course or collection.
Remove Learner
Removes a learner from the selected course collections.
Create Account
Creates a new account
Create Contact
Creates a new contact
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Step by step guides to integrate Mini Course Generator and Microsoft Dynamics CRM
Frequently Asked Questions
To start, connect both your Mini Course Generator and Microsoft Dynamics CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Mini Course Generator triggers actions in Microsoft Dynamics CRM (or vice versa).
Absolutely. You can customize how Mini Course Generator data is recorded in Microsoft Dynamics CRM. This includes choosing which data fields go into which fields of Microsoft Dynamics CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Mini Course Generator and Microsoft Dynamics CRM 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 Mini Course Generator and Microsoft Dynamics CRM. 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.
About Mini Course Generator
Easily create & sell courses with Mini Course Generator. Ideal for educators & creators seeking automated ways to boost learner engagement.
Learn MoreAbout 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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