Accredible Certificates + Microsoft Dynamics 365 CRM

Create credentials in Accredible Certificates for new contacts in Microsoft Dynamics 365 CRM

Save time and keep your certificates up-to-date with this convenient automation. When a new contact is added to Microsoft Dynamics 365 CRM, this workflow will create a credential in the Accredible Certificates app, ensuring a seamless experience for your contacts. Stay organized and efficient with this smooth integration between CRM and certificate management.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Credential
Creates a new certificate or badge.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Credential
Triggers when a new credential is created.
Trigger
Scheduled
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- Credential IDRequired
- DescriptionRequired
- SupplementalRequired
- NameRequired
- GradeRequired
Action
Write
- CredentialRequired
- Cohort Name
- Recipient Name
- Recipient Email
- Course Name
- Course Description
- Issue Date
- Expiry Date
- Grade
- Attributes
- Recipient Sync Id
Action
Write
- Group Name
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
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- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Credential Published
Triggers when a new credential is published.
Trigger
Instant
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- Cohort NameRequired
- Recipient NameRequired
- Recipient EmailRequired
- Course Name
- Course Description
- Issue Date
- Expiry Date
- Grade
- Attributes
- Recipient Sync Id
- Publish Credential
- Unique Custom Identifier
Action
Write
- CredentialRequired
Action
Write
- Group ID
- Recipient Name
- Email Address
- Recipient Sync ID
- License ID
- Start Date
- End Date
- Start Update Date
- End Update Date
- Page Size
- Page
Action
Search

About Accredible Certificates

Easily create and manage digital certificates & open badges for your events or courses. Let your alumni market your organisation.

Learn more

Related categories

Online Courses

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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Accredible Certificates + Microsoft Dynamics 365 CRM

Create credentials in Accredible Certificates for new contacts in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Credential

Create Evidence - Transcript

Credential IDRequired

DescriptionRequired

SupplementalRequired

NameRequired

GradeRequired

Update Credential

CredentialRequired

Cohort Name

Recipient Name

Recipient Email

Course Name

Course Description

Issue Date

Expiry Date

Grade

Attributes

Recipient Sync Id

Find Groups

Group Name

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Contact

Info