CRMIn development

Dynamics 365

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

In development

Cataloged and scoped, not yet available to run in production.

16
actions

Actions

Operations this integration can perform.

16

Create Account

Creates a new account entity record in dynamics crm using the web api.

Create Case

Creates a new case (incident) entity record in dynamics crm using the web api.

Create Contact

Creates a new contact entity record in dynamics crm using the web api.

Create Invoice

Creates a new invoice entity record in dynamics crm using the web api.

Create Lead

Creates a new lead entity record in dynamics crm using the web api.

Create Opportunity

Creates a new opportunity entity record in dynamics crm using the web api.

Create Sales Order

Creates a new sales order entity record in dynamics crm using the web api.

Dynamicscrm get a invoice

Dynamicscrm get a invoice

Triggers

Events that start workflows from this integration.

4

Conversation Event

Fires when a conversation-related event occurs in Dynamics 365 Customer Service or Contact Center.

Record Created

Fires when a new record is created for a subscribed entity in Dynamics 365.

Record Deleted

Fires when a record is deleted for a subscribed entity in Dynamics 365.

Record Updated

Fires when an existing record is updated for a subscribed entity in Dynamics 365.

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