MS Dynamics2019-06-11T10:49:40-08:00

Project Description

Integration Usage

Link the events in your MS Dynamics account with creation and assignment of various scoop types.  Feed relevant data collected using Scoop back into corresponding MS Dynamics fields such as those in sales opportunities or support cases.  Create a “FLO” as a series of steps  to automate or integrate data and workflow with Scoop. In this way when an Event “triggers” the FLO it will perform each Action and Function, one by one, from left to right.  See the specific set of available Events and Actions for integrating with Scoop.

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Specifications

Powered by: Scoop Robotix GLOO™
Support: Fully Hosted & Managed Service

Available Events & Actions

  • New Record
    Start FLO when a new record is created
  • Record Updated
    Start FLO when a record is updated
  • Create Record
  • Custom API Action
    Make an authenticated HTTP request to the Dynamics CRM API
  • Get Linked Records
    Get linked records of a certain type from a record using the record ID
  • Read Record
  • Search Records
  • Update Record