Adeptia Connect allows you to connect and integrate Dynamics CRM with any business application. Our microsoft dynamics CRM integration platform allows you to:
Microsoft Dynamics CRM integrations consist of two important components, Triggers and Actions. Triggers are used when Dynamics CRM is your “Source” application and you want to sync-up data from Dynamics CRM to your target system.
Actions are used when Dynamics CRM is your “Target” application and you want to sync-up data from another business system into this application.
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Setting up of triggers allows you to sync-up Dynamics CRM data objects with any application. When any event in Dynamics CRM occurs such as creation of a new Contact, updating of an Account or creating any record then the Trigger would automatically kick-off the related connection to sync-up this data with your target application.
User simply selects the Trigger from a drop-down list as shown in the image below.
An Action specifies how the data will be transferred at the destination location. While configuring Dynamics CRM as a target, you can select an Action from the list. Below is a snapshot of the drop-down menu that lists all the Actions.
Here are some of the popular Dynamics CRM connections in use...