[ Sales and CRM ]
Microsoft Dynamics CRM integration for your workflows.
Connect Microsoft Dynamics CRM to Collabase once and use 5 actions in your workflows. No code needed, hosted in Switzerland.
Microsoft Dynamics CRM in Collabase
Connect Microsoft Dynamics CRM to Collabase once and use 5 actions in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Customer relationship management software package developed by Microsoft.
How to connect it
- Open the integrations in the workspace settings.
- Choose Microsoft Dynamics CRM and connect your account.
- Add a trigger or an action to the workflow.
Microsoft Dynamics CRM triggers
Microsoft Dynamics CRM does not start a workflow on its own. You use its actions after any other trigger.
Microsoft Dynamics CRM actions
| Name | Description | Fields |
|---|---|---|
| Create Record | Creates a new record. |
|
| Delete Record | Deletes an existing record. |
|
| Get Record | Retrieves an existing record. |
|
| Update Record | Updates an existing record. |
|
| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
|
[ Sales and CRM ]
Related integrations
Tools that often share a workflow.
Questions about Microsoft Dynamics CRM
What can I automate with Microsoft Dynamics CRM in Collabase?
Microsoft Dynamics CRM brings 5 actions and 0 triggers, for example Create Record, Delete Record, Get Record, Update Record and 1 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Microsoft Dynamics CRM to Collabase?
You open the integrations in the workspace settings, choose Microsoft Dynamics CRM and connect your account once, using OAuth 2.0. After that all triggers and actions are available in the workflow.
Does the Microsoft Dynamics CRM integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.