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Symphony + Microsoft Dynamics 365 CRM Integrations

How to connect Symphony + Microsoft Dynamics 365 CRM

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Supported triggers and actions

What does this mean?
  • Symphony triggers, actions, and search
    Send Message
    Sends a message to a chat room.
    Action
    Write
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account
    Triggers when a new account is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Contact
    Triggers when a new contact is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Contact Updated
    Triggers when a contact has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Lead
    Triggers when a new lead is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Lead Updated
    Triggers when a lead has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Opportunity
    Triggers when a new opportunity is created.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    Opportunity Updated
    Triggers when an opportunity has been updated.
    Trigger
    Scheduled
  • Microsoft Dynamics 365 CRM

    Creates a new account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Creates a new lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates an account.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a contact.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Updates a lead.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an account by name.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a contact by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds a lead by email address or other searchable field.

    Scheduled

    Action

  • Microsoft Dynamics 365 CRM

    Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.

    Scheduled

    Action

How Symphony + Microsoft Dynamics 365 CRM Integrations Work

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

About Symphony

Symphony is a communications platform that securely connects markets and individuals, promoting collaboration and increasing productivity while maintaining organizational compliance.

Related categories

  • Team Chat
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

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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