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!

Build smart, no-code workflows with Microsoft Dynamics CRM 365 and Vivantio using triggers, actions, and AI logic—automate any process in minutes.

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Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

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Trusted by 10,000+ teams around the world

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Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

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

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Updating an Entity

Triggers

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Actions 32

Create an Entity

Actions

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Update an Entity

Actions

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Create Ticket

Actions

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Adds a Note to a Ticket

Actions

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What users say about Albato

Great Zapier Alternative. Albato has great potential and offers an incredibly generous deal right now.

Verified user

G2 reviews

A good alternative to zapier, make and IFTT. I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

Rida Z.

G2 reviews

Super easy platform for automations. It's very easy to use. UX and UI is clean and not confusing as other similar apps.

David K.

G2 reviews

A tool which is best fit for Automation newbie! The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals.

Keith T.

G2 reviews

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

Log in to Albato, select Microsoft Dynamics CRM 365 and Vivantio, and follow the quick setup steps—no coding required. Integrate Microsoft Dynamics CRM 365 with Vivantio with just a few clicks!

STEP 2

Build a workflow for your Microsoft Dynamics CRM 365 and Vivantio integration

Define what should happen in one app when something changes in the other. Create a seamless workflow that runs on autopilot.

Trigger

Actions

STEP 3

Map your data

Pick the fields you want to transfer between Microsoft Dynamics CRM 365 and Vivantio. Customize the data flow to match your process.

Synс data

Launch your integration!

Start your FREE 7-day trial to activate the Microsoft Dynamics CRM 365 + Vivantio integration and access all premium features.

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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.

Vivantio integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Enhance CRM automation with Microsoft Dynamics 365 integration via Albato, connecting you to over 1,000+ popular applications. Automate workflows triggered by new or updated entities, and perform actions such as creating, updating, and searching for entities by ID. Integrate with sales tools, marketing platforms, and business intelligence systems to streamline customer relationship management.

Vivantio

Unlock the full potential of Vivantio by integrating it with over 1,000+ 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

4 min. read

Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation

In this article, you will learn how Microsoft Dynamics CRM helps businesses manage customer data, generate leads, engage clients, and resolve issues.

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.

Build your automation for free!

Get started

Microsoft Dynamics CRM 365 and Vivantio integration

Clear pricing with no hidden fees

Efficient transaction management = lower costs

Move your historical data in just a few clicks

Talk to support that actually helps—fast

Trusted by 10,000+ teams around the world

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

What users say about Albato

How to Connect Microsoft Dynamics CRM 365 to Vivantio

Connect Microsoft Dynamics CRM 365 to Vivantio

Build a workflow for your Microsoft Dynamics CRM 365 and Vivantio integration

Map your data

How does the integration with Microsoft Dynamics CRM 365 and Vivantio works in Albato?

Vivantio integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Vivantio

Learn how to connect Vivantio to Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation

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?

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

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

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

How to connect Microsoft Dynamics CRM 365 to Vivantio?

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

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

Build your automation for free!