4.9

Microsoft Dynamics 365 integrations and automations

Why you should automate with Microsoft Dynamics 365

lead management & routing
  • lead management & routing
  • Order-to-cash automation
  • improve customer lifetime
  • escalate client issues

  • Why these integrations and automations matter:

    Generating sales pipelines is no easy task. Even when you establish a relationship with a lead, there’s still work to do. A lot of that work is time-consuming and tedious. Workato allows you to integrate Microsoft Dynamics with other apps like Clearbit and Zoominfo to automate the process from beginning to end.

  • Run multichannel campaigns

    Reach your leads through channels like email, social media, and events.

  • Follow up within five minutes

    Every inbound lead is automatically assigned to the appropriate rep along with relevant, contextual insights—empowering your reps to respond quickly and thoughtfully.

Do everything in one place

Customize your Microsoft Dynamics 365 integration with the following triggers and actions.

Triggers

When this happens…

Microsoft Dynamics 365
  • Export new records Bulk
    Export new records in Microsoft Dynamics 365
  • Export new/updated records Bulk
    Export new/updated records in Microsoft Dynamics 365
  • Deleted object
    Deleted object in Microsoft Dynamics 365
  • New object
    New object in Microsoft Dynamics 365
  • New or updated object (batch)
    New or updated object (batch) in Microsoft Dynamics 365
  • New or updated object
    New or updated object in Microsoft Dynamics 365
  • New object Real-time
    New object in Microsoft Dynamics 365
  • Scheduled object search
    Scheduled object search in Microsoft Dynamics 365
  • New/updated object Real-time
    New/updated object in Microsoft Dynamics 365

    • Any other trigger you can think up

Actions

Do this…

Microsoft Dynamics 365
  • Custom action
    Custom action in Microsoft Dynamics 365 (Custom)
  • Close case
    Close case in Microsoft Dynamics 365
  • Create object
    Create object in Microsoft Dynamics 365
  • Create object Batch
    Create object in Microsoft Dynamics 365
  • Get object by ID
    Get object by ID in Microsoft Dynamics 365
  • Get object schema
    Get object schema from Microsoft Dynamics 365
  • Search objects
    Search objects in Microsoft Dynamics 365
  • Update object
    Update object in Microsoft Dynamics 365
  • Update object Batch
    Update object in Microsoft Dynamics 365

    • Any other action you can think up

Let us tailor your Microsoft Dynamics 365 integrations

The wonders of Workato

Easily set up as many intelligent automations you need.
  • 1000s of ready-to-use templates
  • Accelerate work with intelligent automation
  • Do it yourself, faster
  • Build bots. Put them to work

Market leaders run on Workato

  • mgm
  • adobe
  • att
  • atlassian
  • slack

Related Solutions & Content

About Microsoft Dynamics 365 Integrations

Microsoft Dynamics CRM helps you understand your customers with real-time data and engagement insights. Microsoft Dynamics brings your data into one place to give you needed insights and wanted results.

You can also grow your business or implement solutions on a large scale with Microsoft Dynamics. However, you need to serve your customers, and Microsoft Dynamics is fully customizable. Marketing, sales, and customer service can be easier and faster than ever.

And those are only a few of the possibilities. Microsoft Dynamics is even more powerful when integrated with other apps.

How you can integrate Microsoft Dynamics 365

  • Foster leads through multiple channels, all the way through the funnel.
  • Build a pipeline with qualified leads and grow your business.
  • Connect with customers through different channels and service bots.
  • Automate processes like scheduling.
  • Solutions

    Learn more about lead routing with Workato.

    Learn more about lead routing with Workato.
  • Integrations

    Salesforce Integrations.

    Salesforce Integrations
  • Solution

    Sales Automations.

    Sales Automations.
  • Integrations

    Microsoft Dynamics CRM & Marketo Integrations.

    Microsoft Dynamics CRM & Marketo Integrations.
  • Integrations

    Microsoft Dynamics CRM & Netsuite Integrations.

    Microsoft Dynamics CRM & Netsuite Integrations.

Let’s start automating

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