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Microsoft Dynamics CRM Discord Integration using AI Agents

Appy Pie Automate allows you to Integrate Microsoft Dynamics CRM and Discord using AI Agents

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Microsoft Dynamics CRM Integrations
About Microsoft Dynamics CRM

Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.

About Discord

Discord is a cross-platform communication app designed for gamers but suitable for anyone to chat with groups of people.

Discord Integrations
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Simplify Microsoft Dynamics CRM and Discord Integration with seamless setup

Easily set up Microsoft Dynamics CRM Discord Integration without coding. Start automating your workflows and Integrate Microsoft Dynamics CRM with Discord today.

  • Triggers
  • New Account

    Triggers when a new account is created.

  • New Case

    Triggers when a new case is created.

  • New Contact

    Triggers when a new contact is created.

  • New Invoice

    Triggers when a new invoice is created.

  • New Lead

    Triggers when a new lead is created.

  • New Task

    Triggers when a new task is created.

  • Updated Lead

    Triggers when a lead is updated.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific text channel.

  • New User Added

    Triggers when a new user joins the Discord Server.

  • Actions
  • Create Account

    Creates a new account.

  • Create Case

    Creates a new case.

  • Create Contact

    Creates a new contact.

  • Create Lead

    Creates a new lead.

  • Create Note

    Create Note

  • Create Opportunity

    Creates a new Opportunity.

  • Update Case

    Updates an existing case.

  • Update Task

    Updates an existing task

  • Add Role

    assign a role to a user

  • Create Channel

    Create a new channel to a specific #category you choose.

  • Remove User Role

    Remove a chosen role from the specified user.

  • Rename Channel

    Rename a channel to a specific name you choose.

  • Send Channel Message

    Post a new message to a specific #channel you choose.

How Microsoft Dynamics CRM and Discord Integrations Work

  1. Step 1: Choose Microsoft Dynamics CRM as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Discord as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Microsoft Dynamics CRM to Discord.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Page reviewed by Abhinav Girdhar  | Last Updated on September 15, 2024, 5:55 pm
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