Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

자동화를 해야하는 이유 Microsoft Dynamics 365

lead management & routing
  • lead management & routing
  • Order-to-cash automation
  • improve customer lifetime
  • escalate client issues
  • Why these integrations and automations matter:

    Generating sales pipelines is no easy task. Even when you establish a relationship with a lead, there’s still work to do. A lot of that work is time-consuming and tedious. Workato allows you to integrate Microsoft Dynamics with other apps like Clearbit and Zoominfo to automate the process from beginning to end.
  • Run multichannel campaigns

    Reach your leads through channels like email, social media, and events.
  • Follow up within five minutes

    Every inbound lead is automatically assigned to the appropriate rep along with relevant, contextual insights—empowering your reps to respond quickly and thoughtfully.

Do everything in one place

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…

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

Let us tailor your Microsoft Dynamics 365 integrations

Workato의 놀라운 기능

필요한 만큼 지능형 자동화를 손쉽게 설정하세요.
  • 사용 가능한 수천 개의 템플릿 제공
  • 지능형 자동화로 업무를 가속화하세요.
  • 더 빠르게 해보세요
  • 봇을 만들어 바로 활용하세요

시장을 선도하는 기업들이 Workato를 사용합니다

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관련 솔루션 및 콘텐츠

Microsoft Dynamics 365 통합 소개

Microsoft Dynamics CRM helps you understand your customers with real-time data and engagement insights. Microsoft Dynamics brings your data into one place to give you needed insights and wanted results.

You can also grow your business or implement solutions on a large scale with Microsoft Dynamics. However, you need to serve your customers, and Microsoft Dynamics is fully customizable. Marketing, sales, and customer service can be easier and faster than ever.

And those are only a few of the possibilities. Microsoft Dynamics is even more powerful when integrated with other apps.

Microsoft Dynamics 365 통합 방법

  • Foster leads through multiple channels, all the way through the funnel.
  • Build a pipeline with qualified leads and grow your business.
  • Connect with customers through different channels and service bots.
  • Automate processes like scheduling.

Let’s start automating

Schedule a Demo