Do everything in one place

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

Triggers

When this happens…

Microsoft Dynamics 365
  • Export new records
    Export new records in Microsoft Dynamics 365
  • Export new/updated records
    Export new/updated records in Microsoft Dynamics 365
  • Deleted object
    Deleted object in Microsoft Dynamics 365
  • Monitor changes in entities
    Monitor all changes in entities in Microsoft Dynamics 365
  • Monitor changes in entities Batch
    Monitor all changes in entities in Microsoft Dynamics 365
  • New object
    New object in Microsoft Dynamics 365
  • New or updated object (batch) 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 Batch
    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…

Anaplan
  • Custom action
    Custom action in Anaplan (Custom)
  • Download dump file
    Download dump file from Anaplan
  • Download file
    Download file from Anaplan
  • Run deletion Batch
    Run deletion in Anaplan
  • Run data export Batch
    Run data export in Anaplan
  • Run data import Batch
    Run data import in Anaplan
  • Run process Batch
    Run process in Anaplan
  • Upload file
    Upload file to Anaplan
  • Any other action you can think up

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 Batch
    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

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

  • monday
  • box
  • att
  • atlassian
  • slack

Let’s start automating

Schedule a Demo