Coherence is an agentic customer operations platform that connects CRM data, email, campaigns, websites, workflows, and AI agents in one shared context. It is operated by Brightyard, Inc.

How is Coherence different from a traditional CRM?

CRM is Coherence's shared data foundation, not the product boundary. Coherence connects flexible XRM-style records to email, campaigns, websites, workflows, and agents so teams can run the customer lifecycle from one context.

Does Coherence have an API and MCP server for agents?

Yes. Coherence publishes an OpenAPI 3.1 spec at https://getcoherence.io/openapi.json and ships an official MCP server (@coherenceos/mcp-server) so AI agents can read and write workspace data and delegate tasks to the Nash agent.

How much does Coherence cost?

Coherence has a free tier (no credit card required), plus Starter at $12, Pro at $29, and Team at $79 per user per month.

Integrations · CRM

Connect Microsoft Dynamics CRM to Coherence.

Name: Coherence
Brand: Coherence
Rating: 4.8 (50 reviews)

Customer relationship management software package developed by Microsoft. 5 actions can run inside a Coherence workflow.

Start free All integrations

A Coherence record changes

Create Record

A Coherence workflow runs

Delete Record

TRIGGERS AND ACTIONS

Everything Microsoft Dynamics CRM can do in a workflow.

Actions are the steps a workflow can run in Microsoft Dynamics CRM. Start the workflow from a Coherence record or another app.

Actions · 5Create RecordDelete RecordGet RecordUpdate RecordCustom API CallCustom API Call: Make a custom API call to a specific endpoint.

Names as listed in the automation catalog Coherence workflows use.

WORKFLOW IDEAS

What you can automate with Microsoft Dynamics CRM.

Starting points for a workflow. Choose the exact fields, conditions, and records it updates.

Act in Microsoft Dynamics CRM from a Coherence workflowUse 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
or Delete Record

Connect Microsoft Dynamics CRM to the wider customer workflowCombine 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
or Delete Record

SET UP

How to connect Microsoft Dynamics CRM.

The exact authentication fields depend on Microsoft Dynamics CRM. The workflow structure stays straightforward.

1Connect the accountAuthorize the Microsoft Dynamics CRM account and permissions the workflow needs.

2Choose a supported stepSelect one of the current triggers or actions listed above and map its fields.

3Test with a real recordRun a small test, inspect the result in both systems, and only then enable the workflow.

Apps for the same workflow.

Apps that share a category with Microsoft Dynamics CRM or provide a complementary trigger or action.

ActiveCampaignMarketing · CRM9 triggers · 7 actions

Acuity SchedulingProductivity · CRM2 triggers · 8 actions

AttioCRM5 triggers · 14 actions

Bigin by Zoho CRMCRM9 triggers · 16 actions

CopperCRM · Productivity11 triggers · 20 actions

Famulor AI - Voice AgentCRM4 triggers · 25 actions

QUESTIONS

Microsoft Dynamics CRM integration questions.

What can I automate with the Microsoft Dynamics CRM integration?

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.

How many Microsoft Dynamics CRM triggers and actions are available?

Microsoft Dynamics CRM currently lists 0 triggers and 5 actions, each named on this page. The list is read from the automation catalog Coherence workflows use, so review those names before building a workflow.

Can Microsoft Dynamics CRM connect to other apps through Coherence?

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.

Do I need to write code to connect Microsoft Dynamics CRM?

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.

Ready to connect Microsoft Dynamics CRM?

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