Microsoft Dynamics 365 CRM + Dixa Integrations

How to connect Microsoft Dynamics 365 CRM + Dixa

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Supported triggers and actions

What does this mean?

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

- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Customer typeRequired
- Status
Action
Write

- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- AccountRequired
  The id of the account to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Case/IncidentRequired
  The id of the case/incident to update.
- State
Action
Write
- Owner
  Determines which App Extensions will appear in the dropdown below.
- App ExtensionRequired
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Conversation IDRequired
  The Conversation ID you want to add the internal note to.
- Agent ID
  The ID of the Agent you want to use as author of this internal note.
- MessageRequired
Action
Write
- contact
  The contact/user you want to anonymize
- Force anonymizationRequired
  If set to true, anonymizes entity regardless of the status of related conversations. Defaults to false
Action
Write
- Conversation IDRequired
- StatusRequired
Action
Write
- Requester IDRequired
- Email Integration EndpointRequired
- subjectRequired
- messageRequired
- Agent ID
  This is only used for outbound messages. The value will be ignored if the conversation is inbound.
- Language
  This is optional and will set the conversation language to the selected language. When set, this will impact for example the CSAT language if CSAT is enabled. Languages are set following the ISO 639-1 Standard, which are 2-letter codes representing the language.
  Examples: en for English, nl for Dutch, fr for French or es for Spanish
- channelRequired
- Direction
Action
Write
- ActionRequired
- TagRequired
- Conversation IDRequired
Action
Write
- CSIDRequired
  CSID is the conversation ID as shown in Dixa.
Action
Search
- Conversation CSIDRequired
Action
Search
- Conversation IDRequired
Action
Search
- User IdRequired
- RoleRequired
Action
Search
- Email AddressRequired
- RoleRequired
Action
Search
- EmailRequired
- RoleRequired
- NameRequired
- Phone number
- Avatar URL
  Optional. Provide a URL to the avatar of this user (e.g. a JPG, PNG or GIF file. It will be shown inside the Dixa platform.
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
  The name of the custom entity.
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- ContactRequired
  The id of the contact to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- LeadRequired
  The id of the lead to update.
Action
Write
- Api Docs Info
  API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Conversation IDRequired
- Message TextRequired
- Agent ID
  This is required for outbound messages. Inbound messages will ignore this field
- DirectionRequired
Action
Write
- csidRequired
  Conversation ID to anonymize.
- Force AnonymizationRequired
  If set to true, anonymizes entity regardless of the status of related conversations. Defaults to false
Action
Write
- User ID
- Caller IDRequired
  Enter the phone number for the caller ID. This needs to be a verified outbound number in your Dixa account.
- Direction
- Destination queue
Action
Write
- NameRequired
- Email
- Phone number
- Avatar URL
  Optional. Provide a URL to the avatar of this user (e.g. a JPG, PNG or GIF file. It will be shown inside the Dixa platform.
- RoleRequired
Action
Write
- CSIDRequired
- QueueRequired
Action
Write
- User IDRequired
Action
Search
- Conversation IDRequired
Action
Search
- CSIDRequired
Action
Search
- Queue IDRequired
Action
Search
- Phone numberRequired
  Needs to be in E.164 format without any spaces (eg +19993330033)
- RoleRequired
Action
Search
- Phone numberRequired
  Needs to be in E.164 format without any spaces (eg +19993330033)
- RoleRequired
- NameRequired
- Email
- Avatar URL
  Optional. Provide a URL to the avatar of this user (e.g. a JPG, PNG or GIF file. It will be shown inside the Dixa platform.
Action
Search or write

How Microsoft Dynamics 365 CRM + Dixa Integrations Work

Step 1: Authenticate Microsoft Dynamics 365 CRM and Dixa.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Microsoft Dynamics 365 CRM + Dixa

About Microsoft Dynamics 365 CRM

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

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

About Dixa

Dixa is omnichannel customer service software that unifies voice, email, chat, and messaging apps into one single platform.

Related categories

Customer Support

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Microsoft Dynamics 365 CRM + Dixa Integrations

How to connect Microsoft Dynamics 365 CRM + Dixa

Connect your apps and automate workflows

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Create Account

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Case/Incident

Info

Case/IncidentRequired

State

App Extensions (Beta)

Owner

App ExtensionRequired

Find Account

Info

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

Find Lead

Info

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

Find or Create Account

Info

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

Find or Create Lead

Info

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

Add Internal Note

Conversation IDRequired

Agent ID

MessageRequired

Queue Contact for Anonymization

contact

Force anonymizationRequired

Change Conversation Status

Conversation IDRequired

StatusRequired

Create Conversation

Requester IDRequired

Email Integration EndpointRequired

subjectRequired

messageRequired

Agent ID

Language

channelRequired

Direction

Tag Conversation

ActionRequired

TagRequired

Conversation IDRequired

Get Conversation by Id

CSIDRequired

Get Activity Log

Conversation CSIDRequired

Get Conversation Tags

Conversation IDRequired

Get User by Id

User IdRequired

RoleRequired

Search User by Email Address

Email AddressRequired

RoleRequired

Find or Create User

EmailRequired

RoleRequired

NameRequired

Phone number

Avatar URL

New Contact

New Custom Entity

Custom EntityRequired