Integrate Microsoft Dynamics 365 CRM with Retently
Trigger NPS/CSAT surveys after significant customer interactions like account updates or lead conversions, sync customer profiles to ensure up-to-date contact information, and use survey feedback to enhance customer relationship strategies.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM provides features for managing customer relationships and sales processes. It supports account management, lead generation, and tracking interactions.
Microsoft Dynamics 365 CRM to Retently
1
New Account
Triggers when a new account is created.
2
New Contact
Triggers when a new contact is created.
3
New Custom Entity
Triggers when a new custom entity is created.
4
Updated Case/Incident
Triggers when a case/incident has been updated.
5
Updated Invoice
Triggers when an invoice is updated.
6
Updated Lead
Triggers when a lead has been updated.
7
Updated Opportunity
Triggers when an opportunity is updated.
8
Updated Order
Triggers when an order is updated.
9
Updated Account
Triggers when an account is updated.
10
Updated Contact
Triggers when a contact is updated.
11
New Case/Incident
Triggers when a new case/incident is created.
12
New Invoice
Triggers when a new invoice is created.
13
New Lead
Triggers when a new lead is created.
14
New Opportunity
Triggers when a new opportunity is created.
15
New Order
Triggers when a new order is created.
16
Updated Quote
Triggers when a quote is updated.
Retently to Microsoft Dynamics 365 CRM
1
Create Account
Creates a new account.
2
Create Contact
Creates a new contact.
3
Create Case/Incident
Creates a new case/incident.
4
Create Invoice
Creates a new invoice.
5
Create Opportunity
Creates a new opportunity.
6
Update Account
Updates an account.
7
Update Contact
Updates a contact.
8
Update Case/Incident
Updates a case/incident.
9
Update Lead
Updates a lead.
10
Update Order
Updates an order.
11
Find Account
Finds an account by name.
12
Find Custom Entity
Finds a custom entity.
13
Find Campaign Response
Finds a campaign response.
14
Find Lead
Finds a lead by email address or other searchable field.
15
Find Order
Finds an order by email address or other searchable field.
16
Find or Create Contact
Finds a contact by email address or other searchable field.
17
Find or Create Invoice
Finds an invoice by email address or other searchable field.
18
Find or Create Opportunity
Finds an opportunity by subject or other searchable field.
19
Create Campaign
Creates a new campaign.
20
Create Campaign Response
Creates a new campaign response.
21
Create Custom Entity
Creates a new custom entity.
22
Create Lead
Creates a new lead.
23
Create Order
Creates a new order.
24
Update Campaign Response
Updates an existing campaign response.
25
Update Custom Entity
Updates a custom entity.
26
Update Invoice
Updates an invoice.
27
Update Opportunity
Updates an opportunity.
28
API Request (Beta)
This is an advanced action which makes a raw HTTP request including this integration's authentication.
29
Find Contact
Finds a contact by email address or other searchable field.
30
Find Campaign
Finds a campaign by name.
31
Find Invoice
Finds an invoice by email address or other searchable field.
32
Find Opportunity
Finds an opportunity by subject or other searchable field.
33
Find or Create Account
Finds an account by name.
34
Find or Create Custom Entity
Finds a custom entity.
35
Find or Create Lead
Finds a lead by email address or other searchable field.
36
Find or Create Order
Finds an order by email address or other searchable field.Related blog posts
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