Do everything in one place
Customize your Anaplan and Microsoft Dynamics 365 integration with the following
triggers and actions.
Triggers
When this happens…
Microsoft Dynamics 365
- Export new records BulkExport new records in Microsoft Dynamics 365
- Export new/updated records BulkExport new/updated records in Microsoft Dynamics 365
- Deleted objectDeleted object in Microsoft Dynamics 365
- New objectNew object in Microsoft Dynamics 365
- New or updated object (batch)New or updated object (batch) in Microsoft Dynamics 365
- New or updated objectNew or updated object in Microsoft Dynamics 365
- New object Real-timeNew object in Microsoft Dynamics 365
- Scheduled object searchScheduled object search in Microsoft Dynamics 365
- New/updated object Real-timeNew/updated object in Microsoft Dynamics 365
Any other trigger you can think up
Actions
Do this…
Anaplan
- Custom actionCustom action in Anaplan (Custom)
- Download dump fileDownload dump file from Anaplan
- Download fileDownload file from Anaplan
- Run deletionRun deletion in Anaplan
- Run data exportRun data export in Anaplan
- Run data importRun data import in Anaplan
- Run processRun process in Anaplan
- Upload fileUpload file to Anaplan
Any other action you can think up
Microsoft Dynamics 365
- Custom actionCustom action in Microsoft Dynamics 365 (Custom)
- Close caseClose case in Microsoft Dynamics 365
- Create objectCreate object in Microsoft Dynamics 365
- Create object BatchCreate object in Microsoft Dynamics 365
- Get object by IDGet object by ID in Microsoft Dynamics 365
- Get object schemaGet object schema from Microsoft Dynamics 365
- Search objectsSearch objects in Microsoft Dynamics 365
- Update objectUpdate object in Microsoft Dynamics 365
- Update object BatchUpdate object in Microsoft Dynamics 365
Any other action you can think up