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Integratie / CRM

Dynamics 365 integratie

Dynamics 365 from Microsoft combines CRM, ERP, and productivity apps to streamline sales, marketing, customer service, and operations in one integrated platform

Over Dynamics 365

Dynamics 365 is Microsoft's platform combining CRM, ERP, and productivity apps. It streamlines sales, marketing, service, and operations in one place.

Alle integraties
Categorie
CRM, Productivity & Project Management
Verbinding
OAuth
Type
Tool
Acties
16
Tags
library

Voorbeeldprompts

Wat je Growf kunt vragen te doen met Dynamics 365

  • Create a new sales lead for Acme Corp
  • List all open invoices for this quarter
  • Add a support case for a specific customer
  • Generate a new sales order for an existing account

Beschikbare acties

16 acties die je agents kunnen uitvoeren in Dynamics 365

  • Create Account

    Creates a new account entity record in Dynamics CRM using the Web API.

  • Create Case

    Creates a new case (incident) entity record in Dynamics CRM using the Web API.

  • Create Contact

    Creates a new contact entity record in Dynamics CRM using the Web API.

  • Create Invoice

    Creates a new invoice entity record in Dynamics CRM using the Web API.

  • Create Lead

    Creates a new lead entity record in Dynamics CRM using the Web API.

  • Create Opportunity

    Creates a new opportunity entity record in Dynamics CRM using the Web API. Some CRM configurations enforce `estimatedclosedate` and a transaction currency at the server level even though they are schema-optional; omitting them may cause the request to be rejected.

  • Create Sales Order

    Creates a new sales order entity record in Dynamics CRM using the Web API.

  • Dynamicscrm get a invoice

    Dynamicscrm get a invoice

  • Dynamicscrm get a lead

    Dynamicscrm get a lead

  • Dynamicscrm get all leads

    Dynamicscrm get all leads

  • Update Case

    Updates an existing case (incident) entity record in Dynamics CRM using the Web API.

  • Update Invoice

    Updates an existing invoice entity record in Dynamics CRM using the Web API.

Zet Dynamics 365 aan het werk in Growf.

Koppel het één keer en elke workspace, agent en workflow kan het gebruiken — veilig, met je team in de loop.