Connect Aha! and Microsoft Dynamics 365 CRM to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Aha! with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Aha!.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Aha! and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Activity
Triggers when there is new activity.
Try ItTriggerInstant - ProductRequired
- ReleaseRequired
- NameRequired
- KindRequired
- Workflow Status
- DescriptionRequired
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling
- New Feature
Triggers when a feature is sent to Zapier by a user in Aha!
Try ItTriggerInstant - ProductRequired
- Idea NameRequired
- Idea DescriptionRequired
ActionWrite
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Connect Aha! and Microsoft Dynamics 365 CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Aha! + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Aha! and Microsoft Dynamics 365 CRM
What types of triggers from Aha! can be used to automate tasks in Microsoft Dynamics 365 CRM?
Our integration supports a variety of triggers from Aha!, such as new ideas, features, or releases being created or updated. These triggers can initiate actions in Microsoft Dynamics 365 CRM, like creating a new lead or updating existing customer records.
Can I update a record in Microsoft Dynamics 365 CRM when a feature status changes in Aha!?
Yes, you can set up an automated workflow where a change in feature status within Aha! acts as a trigger to update specific fields in related records within Microsoft Dynamics 365 CRM.
Is it possible to create new customer accounts in Microsoft Dynamics 365 CRM automatically based on data from Aha!?
Indeed, when relevant data such as new user stories are added or updated in Aha!, you can configure the integration to automatically create corresponding customer accounts within Microsoft Dynamics 365 CRM.
How does the integration handle updates from Microsoft Dynamics 365 CRM back into Aha!?
While the primary flow is typically from Aha! to Microsoft Dynamics 365 CRM, if needed, updates like status changes made directly within Dynamics can also serve as triggers for updating related elements within Aha!, ensuring both systems remain aligned.
What actions in Microsoft Dynamics 365 CRM can be triggered by events in Aha!?
Various actions such as creating leads, updating contact information, and generating task reminders can be triggered within Microsoft Dynamics 365 CRM by events initiated through our Aha! integration.
Can feedback collected through forms in Aha! directly influence processes within Microsoft Dynamics 365?
Yes, feedback submitted via forms in Aha! can be utilized as triggers for various processes within Microsoft Dynamics 365 CRM, like logging feedback under an existing contact or alerting relevant teams.
Are there any limitations regarding data types that can be transferred between these two platforms?
Generally, standard data types such as text fields and numerical values transfer seamlessly. However, complex data objects should be tested individually to confirm compatibility between our integration and your specific setup requirements.
