Connect TestMonitor and Microsoft Dynamics CRM
Integrate TestMonitor with Microsoft Dynamics CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Account in Microsoft Dynamics CRM when Get new issues from TestMonitor
Create Contact in Microsoft-dynamics-crm when Get new issues from TestMonitor
Create Opportunity in Microsoft-dynamics-crm when Get new issues from TestMonitor
Create Lead in Microsoft-dynamics-crm when Get new issues from TestMonitor
Create Case/Incident in Microsoft-dynamics-crm when Get new issues from TestMonitor
Popular TestMonitor + Microsoft Dynamics CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
TestMonitor
When this happens...
Get new issues
Retrieve recent test results
Choose an action
Microsoft Dynamics CRM
Automatically do this!
Create Account
Create Contact
Create Opportunity
Create Lead
Create Case/Incident
Create Order
Create Account in Microsoft Dynamics CRM when Get new issues from TestMonitor
Use this flowCreate Contact in Microsoft-dynamics-crm when Get new issues from TestMonitor
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Get new issues from TestMonitor
Use this flowCreate Lead in Microsoft-dynamics-crm when Get new issues from TestMonitor
Use this flowCreate Case/Incident in Microsoft-dynamics-crm when Get new issues from TestMonitor
Use this flowCreate Order in Microsoft-dynamics-crm when Get new issues from TestMonitor
Use this flowCreate Account in Microsoft Dynamics CRM when Retrieve recent test results from TestMonitor
Use this flowCreate Contact in Microsoft-dynamics-crm when Retrieve recent test results from TestMonitor
Use this flowCreate Opportunity in Microsoft-dynamics-crm when Retrieve recent test results from TestMonitor
Use this flowCreate Lead in Microsoft-dynamics-crm when Retrieve recent test results from TestMonitor
Use this flowSupported Triggers & Actions
Everything you can automate between TestMonitor and Microsoft Dynamics CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
Get new issues
Get issues created in the selected project since the last check.
Retrieve recent test results
Retrieve test results created since the last run for the selected project.
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
Do thisActions
Action is the task that follows automatically within your TestMonitor integrations.
Create issue
Create a new issue in a selected project with title, description, status, priority, assignee, tags, attachments, and custom fields.
Update issue
Update an existing TestMonitor issue's title, description, status, priority, assignee, tags, linked test results, or custom fields.
List issues
List issues in a project with optional filters, sorting, related data, and pagination.
List Projects
Retrieve a paginated list of projects; supports search by name, sorting, filtering, and including related relations.
View Test Results
View test results for a project with optional search, filters, sorting, and pagination.
Create Test Result
Add a test result to a project, test case, and test run. Optionally set status, mark as draft, add notes, and attach files.
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 TestMonitor and Microsoft Dynamics CRM workflows.
Learn how to automate TestMonitor and Microsoft Dynamics CRM workflows.
Learn how to automate TestMonitor and Microsoft Dynamics CRM workflows.
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About TestMonitor
TestMonitor is a test management application that allows you to design, plan, and run user acceptance tests.
Learn moreSimilar apps
About Microsoft Dynamics CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your TestMonitor and Microsoft Dynamics CRM 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 TestMonitor and Microsoft Dynamics CRM 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 Microsoft Dynamics CRM. No coding required.
Yes. You can set up a workflow where TestMonitor triggers actions in Microsoft Dynamics CRM, and a separate workflow where Microsoft Dynamics CRM triggers actions in TestMonitor. 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 TestMonitor and Microsoft Dynamics CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TestMonitor and Microsoft Dynamics CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
