Design, integrate and automate your Business operations, Team up enterprise applications with Dynamics 365 for a smooth business transaction.
Enhance Productivity, Win more !
Team up Dynamics 365 with other enterprise software applications to fully automate customer journeys. Communication plays an important role in delivering the experience that your business demands. Various stages of customer life cycle like audience engagement, lead generation , onboarding , collections , support and renewals can seamlessly be automated by integrating with other associated softwares.
Following are the available Triggers, Actions and Searches to build an automation.
When a new Record (entity) is created in Dynamics 365 CRM.
When a new Record (any of pre-defined or a custom entity) is updated in Dynamics 365 CRM.
When a new customer Record is created in Dynamics 365 CRM, you can invoke certain actions within Dynamics 365 or in other software applications.
When a new "Lead" is created, Send a Welcome Email.
When a new "case" is created, Send Case details to Technical Support Dynamics App.
When a Record is updated, you can trigger various actions within Dynamics 365 or invoke data actions in other software applications.
When a "Order" is updated, Send Invoice to the customer.
When a "Contact" is updated, Assign the details to an user for verification.
A new Record is created.
A Record is updated
Action: Create a Record with the specific Entity in Dynamics 365 CRM
When a new form is submitted in a Facebook Lead Ad page, Create a New Lead.
When a new Order is created, create a new record in Fulfillment Campaign for Processing.
Action: Update a Record (Entities in Dynamics 365) or the related entities and property of the entity.
When an inbound Call is addressed at the contact center associated to the Record, Update the Activity Entity related to the record with "Call notes" , "Date , Time & Duration of Call" and the "Disposition" in the Help Desk.
Find the values of an Entity.
Search for Details in Dynamics 365 CRM : Information related to accessible Entities and their Properties.
Example -
Search for past disposition of the customer conversation and the channel / mode of conversation for an Entity.
Search for notes associated to a conversation.