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Customize your Concur and Microsoft Dynamics 365 integration with the following
triggers and actions.
Triggers
When this happens…
Concur
- New expense report submissionNew expense report submission in Concur
- New expense reportNew expense report in Concur
- New or updated invoiceNew or updated invoice in Concur
- New or updated userNew or updated user in Concur
- New or updated expense reportNew or updated expense report in Concur
Any other trigger you can think up
Microsoft Dynamics 365
- Export new recordsExport new records in Microsoft Dynamics 365
- Export new/updated recordsExport 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) BatchNew 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 search BatchScheduled 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…
Concur
- Custom actionCustom action in Concur (Custom)
- Upload receipt imageUpload receipt image in Concur
- Create list itemCreate list item in Concur
- Create userCreate user in Concur
- Create users BatchCreate users in Concur
- Create vendors BatchCreate vendors in Concur
- Delete list itemDelete list item in Concur
- Get all attendee types BatchGet all attendee types in Concur
- Get all expense group configurations BatchGet all expense group configurations in Concur
- Get all expense types BatchGet all expense types in Concur
- Get all lists BatchGet all lists in Concur
- Get all payment types BatchGet all payment types in Concur
- Search users BatchSearch users in Concur
- Get entry image URLGet entry image URL in Concur
- Get expense report detailsGet expense report details by report ID in Concur
- Get all list item BatchRetrieve first level list item in Concur
- Get invoice detailsGet invoice by ID in Concur
- Get userGet user profile in Concur
- Get user provisioning status detailsGet user provisioning status details in Concur
- Submit expense report through a workflowSubmit expense report through a workflow in Concur
- Search expense reports BatchSearch expense reports in Concur
- Search vendors BatchSearch vendors in Concur
- Update userUpdate user in Concur
- Update users BatchUpdate users in Concur
- Update vendors BatchUpdate vendors in Concur
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 objects BatchSearch 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
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