Microsoft Dynamics 365 CRM

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Microsoft Dynamics 365 CRM

Use Flowgear's pre-built connector to integrate with Microsoft Dynamics 365 CRM

Product description

Microsoft Dynamics CRM is a customer relationship management software package developed by Microsoft. The product focuses mainly on sales, marketing, and service sectors.

The Flowgear connector for Microsoft Dynamics 365 CRM integrates your CRM data with other business applications.

Use the Flowgear platform to increase your productivity and profitability while delivering customer excellence!

Microsoft Dynamics 365 CRM

Benefits of using this connector

  • The most important requirement is to constantly maintain the integrations and workflows

    Integrations quickly become a critical component of your business operations and need to be maintained in real-time.

    Third Party endpoints like Microsoft Dynamics 365 CRM are frequently updated, which if unmanaged, can result in downtime. Companies cannot afford the time to review 1000's of lines of code or be dependent on individual developers as seen with hand coded solutions.

    Hand coding and plug-ins are brittle by nature, as they are developed to integrate with Microsoft Dynamics 365 CRM at a specific point in time. When Microsoft Dynamics 365 CRM is regularly updated, the hand coding is likely to break causing disruption to the business.
  • Avoid complex API documentation, deliver solutions in 25% of the time to hand code.

    Each Flowgear connector includes a Sample.

    This is the way Flowgear visually surfaces all the features, objects and fields made available by the Microsoft Dynamics 365 CRM API, including any customized objects.

    Example: "Create Contact" quickly filter through 3500 Salesforce Objects.

    See Video – Salesforce Samples
  • Avoid down-time or disruption caused by brittle hand coded solutions or plug-ins
  • Connectors and workflows are constantly updated and maintained in real-time
  • Speed of deployment – 75% faster than hand coding
  • All your current and future integrations are built and maintained on one platform
  • Achieve a conservative cost reduction of between 40% - 60% when compared with a hand coded equivalent
  • Empowers non-technical team members to understand and contribute the process
  • Let Flowgear handle automation so you can focus on growing your business
  • Improve security, reliability and control the process end-end
  • Automate acquisition of data from any app, service, file, or database
  • Code-free, visual mapping of data
  • No FTP or file -based intermediaries
  • Data is encrypted in transit and at rest
  • Integrate with both on-premises and cloud-based systems (or a hybrid thereof)
  • Secure, API-led platform, 100% compliant with GDPR and other data privacy laws
  • Automatically update contact information with your e-commerce portal
  • Improving quoting and ordering with your accounting system
  • Synchronize product information with your inventory system

Complimentary Proof of Concept

Not sure how the Microsoft Dynamics 365 CRM integration would work on your own systems? Test before you buy!

See the Microsoft Dynamics 365 CRM integration in action with our complimentary proof of concept. Register for our free trial and the Flowgear integration experts will build a free proof of concept workflow based on your own integration requirements. No credit card needed and no obligation! We're happy to demonstrate how Flowgear's enterprise-grade integration platform can be applied to your organization and how a single workflow can boost your productivity and profitability.

Yes, I want my free proof of concept

Frequently used with

Magento
Sage 200 Evolution
SAP Business One
WooCommerce
Microsoft Excel
Slack
Workday
Zendesk
Salesforce
NetSuite
ConnectWise Manage
Microsoft Azure
Amazon Web Services
QuickBooks Online
Shopify
Sage
SAP
Flowgears REST Request
Flowgears Web Request
Flowgear Enterprise API

Popular examples and use cases

  • Update account information
  • Create contacts
  • Add quotes & sales orders
  • Update price lists
  • Change inventory
  • Create tasks
  • Create an opportunity
  • Get invoices
  • Update products

How to videos

Using the generic Rest Request Connector

Use Case: Consume an open API definition (Swagger) to expose it’s capabilities using Flowgear’s generic Rest Request Connector.

Using the generic Web Request Connector

Use Case: Connect to APIs that do not have an exposed consumable API Definition using Flowgear’s generic Web Request Connector.

Enterprise API to ConnectWise Manage

Use Case: Capture real-time data from external sources to log service tickets in ConnectWise Manage using Flowgear’s Enterprise API.

Shared workflow examples

Help articles

  • Microsoft Dynamics 365 CRM

    Information on integrating with Microsoft Dynamics 365. This Connector must be run at a DropPoint.

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Flowgear - Workflows

Flowgear's integration solutions are designed as workflows. A workflow is a visual representation of an integration task that is composed of a series of steps called nodes.

Intuitively build sophisticated workflows with our drag and drop visual designer, powerful logic functions and real-time processing.

Use our revolutionary DropPoints to gain instant secure access to all on-premise applications. Our collaboration tools increase productivity by enabling users to control asset versions and share resources.

Workflow example: How to Extract data from a SQL database