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Dynamics 365 integration
Import, look up, create, and update Microsoft Dynamics 365 accounts, contacts, leads, and opportunities. Bring records into your tables, enrich and score them there, then write the results back to Dynamics 365.
Actions available with Dynamics 365. Each one is a step in a Baseloop workflow.
- Create Activity Create a note, task, email, phone call, or appointment on a Dynamics 365 record
- Create Record Create an account, contact, lead, or opportunity in Dynamics 365 from your table data
- Get Activities Fetch notes, tasks, emails, phone calls, or appointments for a Dynamics 365 record
- Import a Dynamics 365 Marketing List Import the members of a Dynamics 365 marketing list into your table
- Import Records by Criteria Import Dynamics 365 records that match your filter criteria into your table
- Import Records from a Dynamics 365 View Import Dynamics 365 records from a system or personal view into your table
- Lookup Record Search Dynamics 365 for an account, contact, lead, or opportunity using your table data
- Update Record Update an existing account, contact, lead, or opportunity in Dynamics 365 from your table data
Dynamics 365 actions
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