Customer relationship management software package developed by Microsoft.
Microsoft Dynamics CRM currently provides 5 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Create Record
Creates a new record.
Delete Record
Deletes an existing record.
Get Record
Retrieves an existing record.
Update Record
Updates an existing record.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Use a change in Coherence to run a supported Microsoft Dynamics CRM action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Record
Combine Microsoft Dynamics CRM with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with
A Coherence workflow starts
Finishes with
Create Record, then preserve the outcome in Coherence
The exact authentication fields depend on Microsoft Dynamics CRM. The workflow structure stays straightforward:
Authorize the Microsoft Dynamics CRM account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Microsoft Dynamics CRM or provide a complementary trigger or action.
Microsoft Dynamics CRM currently provides 5 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Microsoft Dynamics CRM currently lists 0 triggers and 5 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Microsoft Dynamics CRM triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
Start automating in minutes. No credit card required.
