How to connect MS Dynamic CRM 365 to Albato
IN THIS ARTICLE
Microsoft Dynamics CRM 365 is a business software made by Microsoft. It helps businesses manage their customer database, generate leads, engage with customers, and resolve customer service issues.
Available Triggers:
Triggers are events that trigger an automation. All triggers run in real time; that is, data is transferred the moment the event occurs.
- A New Entity
- Updating an Entity
Available Actions:
Actions are what Albato performs when your automation is running. Actions also allow you to transfer data to other apps and systems.
- Create an Entity
- Update an Entity
- Searching for an Entity
- Get an Entity by ID
Before setting up integrations with Microsoft Dynamics CRM 365 connect the app to Albato.
To do this, go to the Apps section and click the Add a connection button.
Select the app and click the Add a connection button.
Come up with a name for your connection.
Specify your Domain and click the Grant Albato access button.
How to get domain
Sign in to your MS Dynamics CRM 365 account and copy the domain from the address bar.
Paste the domain into the Albato connection field and click the Grant Albato access button.
Sign in to your MS Dynamics CRM 365.
Check the Consent on behalf of your organization field.
Click the Accept button.
The connection is ready!
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