Microsoft Dynamics 365 통합과 자동화

다양한 솔루션을 매끄럽게 연결하세요. Workato로 워크플로를 자동화하고 효율성을 향상시켜 보세요.

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

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

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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.