CRM & ERP systems • Microsoft

Microsoft Dynamics CRM 365 and Vivantio integration

Q: Why is Albato the best alternative to Zapier for integrating Microsoft Dynamics CRM 365 and Vivantio?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Microsoft Dynamics CRM 365 and Vivantio. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Microsoft Dynamics CRM 365 and Vivantio, Albato is the way to go!

Integrating Vivantio with Microsoft Dynamics CRM 365 is made straightforward and efficient through Albato. Albato is a powerful platform that enables the smooth integration and automation of tasks across various applications. It features an intuitive automation builder, allowing users to create seamless workflows without needing deep technical knowledge. This setup revolves around triggers, which are specific events that kick-start an automation process, and actions, which are the tasks executed in response. This framework enables users to automate repetitive tasks, ensuring data coherence and saving valuable time. For example, when a "Create Ticket" action is triggered in Vivantio, an action such as "Create an Entity" in Microsoft Dynamics CRM 365 can be automatically executed. This ensures that every time a new ticket is created in Vivantio, a corresponding entity is created in Microsoft Dynamics CRM 365, keeping both systems seamlessly synchronized. This Vivantio and Microsoft Dynamics CRM 365 integration through Albato fosters improved customer service and operational efficiency.

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With Albato, you can easily integrate Vivantio with Microsoft Dynamics CRM 365 using an intuitive no-code builder. Whether you want to sync Vivantio with Microsoft Dynamics CRM 365 or connect Vivantio to Microsoft Dynamics CRM 365, our platform makes it simple.

How to Connect Microsoft Dynamics CRM 365 to Vivantio

Create powerful Microsoft Dynamics CRM 365 integration with Vivantio in just a few simple steps.

STEP 1

Connect Microsoft Dynamics CRM 365 to Vivantio

To connect Vivantio to Microsoft Dynamics CRM 365, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Microsoft Dynamics CRM 365 with Vivantio with just a few clicks!

Microsoft Dynamics CRM 365

Select a Trigger

STEP 2

Create workflow for Vivantio and Microsoft Dynamics CRM 365 integration

Decide what happens when you sync Microsoft Dynamics CRM 365 with Vivantio—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Microsoft Dynamics CRM 365 with Vivantio data

Select which data to transfer when you integrate Vivantio with Microsoft Dynamics CRM 365—customize how your apps exchange information.

Synс data

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Triggers and actions for Vivantio and Microsoft Dynamics CRM 365 integration

In Microsoft Dynamics CRM 365 and Vivantio integration triggers start workflows when something happens, while actions make changes in response.

Triggers 2

A New Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Updating an Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Actions 32

Create an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Update an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Create Ticket

Actions

Try Vivantio integrations!

Adds a Note to a Ticket

Actions

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Make your integration smarter with AI

Enhance your Vivantio and Microsoft Dynamics CRM 365 integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

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Connect Microsoft Dynamics CRM 365 to Vivantio to link essential parts of your business

When you connect Microsoft Dynamics CRM 365 to Vivantio, you can automate processes for any business size or industry. Here's how different companies integrate Microsoft Dynamics CRM 365 with Vivantio using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Vivantio integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Integrating Microsoft Dynamics with Albato brings unparalleled automation to your business processes. With Microsoft Dynamics integrations, you can easily create, update, search for, and retrieve entities to manage your data more effectively. Whether you're tracking customer information, sales opportunities, or other key business metrics, Albato's seamless integration allows you to streamline operations. Triggers like New Entity and Entity Updated ensure you're always up-to-date with real-time changes in your business data. Sync Microsoft Dynamics to automate workflows and make data management effortless.

Vivantio

Unlock the full potential of Vivantio by integrating it with over 600 popular applications via Albato. This integration allows Vivantio to seamlessly connect with essential tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. Through Vivantio's API, automate a wide range of actions such as creating or updating locations, callers, clients, assets, articles, and tickets. Enhance your IT service management solution by automating ticket updates, changes in ticket status, priority, category, and owner, as well as creating new tickets and adding notes to existing ones. This comprehensive integration capability ensures that your IT service management processes are more efficient and connected, enabling you to provide better service and response times.

Learn how to connect Vivantio to Microsoft Dynamics CRM 365

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Frequently asked questions about Microsoft Dynamics CRM 365 and Vivantio Integration

Why is Albato the best alternative to Zapier for integrating Microsoft Dynamics CRM 365 and Vivantio?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Microsoft Dynamics CRM 365 and Vivantio. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Microsoft Dynamics CRM 365 and Vivantio, Albato is the way to go!

Does Microsoft Dynamics CRM 365 integrate with Vivantio on the free plan?

Yes, you can integrate Microsoft Dynamics CRM 365 with Vivantio using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Vivantio and Microsoft Dynamics CRM 365 integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Microsoft Dynamics CRM 365 Vivantio integration at no cost.

How to connect Vivantio to Microsoft Dynamics CRM 365 for scheduled syncs?

To sync Vivantio with Microsoft Dynamics CRM 365 on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Microsoft Dynamics CRM 365 integration with Vivantio seamless and tailored to your specific needs.

Does Microsoft Dynamics CRM 365 integrate with Vivantio in real time?

Yes, Microsoft Dynamics CRM 365 integrates with Vivantio in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Microsoft Dynamics CRM 365 integration with Vivantio instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Microsoft Dynamics CRM 365 and Vivantio integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Vivantio integration with Microsoft Dynamics CRM 365, ensuring your workflows operate according to your requirements.

How to connect Microsoft Dynamics CRM 365 to Vivantio?

Setting up an integration between Microsoft Dynamics CRM 365 and Vivantio on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Microsoft Dynamics CRM 365 and Vivantio from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Microsoft Dynamics CRM 365 (the trigger) that will cause an action in Vivantio, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Microsoft Dynamics CRM 365 and Vivantio, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Microsoft Dynamics CRM 365 and Vivantio, automating your workflows and saving you time.

How to connect Microsoft Dynamics CRM 365 to Vivantio to sync historical data?

To sync Microsoft Dynamics CRM 365 with Vivantio and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Vivantio integration with Microsoft Dynamics CRM 365, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Vivantio to Microsoft Dynamics CRM 365 for two-way synchronization?

To integrate Vivantio with Microsoft Dynamics CRM 365 for two-way synchronization, Albato uses a system of triggers and actions. You can link Microsoft Dynamics CRM 365 to Vivantio by setting up two separate automations. The first automation sent data from Microsoft Dynamics CRM 365 to Vivantio. For instance, when a record is created or updated in Microsoft Dynamics CRM 365, the automation ensures the changes are reflected in Vivantio. The second automation works in reverse, updating Microsoft Dynamics CRM 365 when changes occur in Vivantio.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Vivantio Microsoft Dynamics CRM 365 integration and keeps your data consistent across both platforms.

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Microsoft Dynamics CRM 365 and Vivantio integration

Trusted by over 110,000 users

How Albato works

How to Connect Microsoft Dynamics CRM 365 to Vivantio

Connect Microsoft Dynamics CRM 365 to Vivantio

Create workflow for Vivantio and Microsoft Dynamics CRM 365 integration

Sync Microsoft Dynamics CRM 365 with Vivantio data

Integrate Microsoft Dynamics CRM 365 with Vivantio now!

Triggers and actions for Vivantio and Microsoft Dynamics CRM 365 integration

A New Entity

Updating an Entity

Create an Entity

Update an Entity

Create Ticket

Adds a Note to a Ticket

Make your integration smarter with AI

Start with Microsoft Dynamics CRM 365 and Vivantio integration templates!

Integrate Vivantio with Microsoft Dynamics CRM 365 to harness the power of automation!

Connect Microsoft Dynamics CRM 365 to Vivantio to link essential parts of your business

Never miss a lead or deal again!

Vivantio integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Vivantio

Learn how to connect Vivantio to Microsoft Dynamics CRM 365

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Frequently asked questions about Microsoft Dynamics CRM 365 and Vivantio Integration

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