Anaplan and Microsoft Dynamics 365 integrations and automations

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

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