Jotform + Microsoft Dynamics 365 CRM integrations
Create cases/incidents in Microsoft Dynamics 365 CRM from new submissions in Jotform
When a new submission is registered in Jotform, this workflow smoothly carries your data over to Microsoft Dynamics 365 CRM, creating a new case or incident. Streamline your data management and save time, letting this smart automation transfer important information with just a few clicks. Keep your customer relationship management in check and push your efficiency to the next level.
- When this happens...New SubmissionTriggers when a new submission has been added to a specific form.
- automatically do this!Create Case/IncidentCreates a new case/incident.
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More things you can do with Jotform and Microsoft Dynamics 365 CRM
Discover other triggers and actions you can use with Jotform and Microsoft Dynamics 365 CRM
- FormRequired
Try ItTriggerInstant- Select a formRequired
- Asignee emailRequired
- Invitation Message
- Assignee Permission
ActionWrite- Select a formRequired
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerPolling
- DocumentRequired
Try ItTriggerPolling- Select a formRequired
- Assignee emailRequired
- Invitation Message
- Prefilled Field Permissions
ActionWrite- Api_docs_info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionWrite
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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