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Microsoft Dynamics 365 integration

Microsoft Dynamics 365 is a cloud-based collection of applications used by all kinds of businesses. These artificial intelligence-powered applications merge components of CRM and ERP with business tools and other applications that drive productivity. The SaaS services provided on this app enable seamless interaction between major customers, businesses, and employees.

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Microsoft Dynamics 365's triggers and actions

Trigger

Case updated

Event activates when existing Case data was updated in Microsoft Dynamics 365

Triggers

Appointment upcoming

Trigger activates at reminder time when appointment is upcoming in Microsoft Dynamics 365

Booking created

Event triggers when new booking created in Microsoft Dynamics 365

Booking upcoming

Trigger activates at reminder time when booking is upcoming in Microsoft Dynamics 365

Cases (Incidents)

Get Case by ID

Update Case (Incident)

Contacts

Create a new contact

Create a new contact in Microsoft Dynamics

Get contact by ID

Search for existing contact in Microsoft Dynamics by ID

Update contact

Update existing contact details in Microsoft Dynamics

Leads

Create lead

Create new lead in Dynamics CRM

Get leads

Returns leads list. Maximum 5000 leads per request

System users

Get users

 

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