Microsoft Dynamics 365 CRM Integration

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The Microsoft Dynamics 365 connector allows you to connect your Dynamics CRM to any of our other supported systems and lets you create workflows that can import, export and update information within your Dynamics CRM system.

The system supports all standard entities as well as custom entities e.g

  • Leads
  • Accounts + Contacts
  • Opportunites
  • Cases
  • Activity
  • Note
  • Task
  • Campaign
  • and more

Tasks include:

  • Import┬árecords
  • Export records