Dynamics CRM Connector – connect processes and CRM
Your CRM holds your customers, opportunities and contacts. The linqi Dynamics CRM Connector lets your processes access this data directly – reading and writing. You pull information from the CRM into your process, create new entries, update existing ones and delete where needed. This way CRM and processes stay in sync without gaps, without anyone having to switch back and forth between the two systems.
Imagine this: a deal is approved in the process, and the CRM is updated automatically. Or a new customer is created in the CRM as soon as an item is completed. That is exactly what the connector does – it connects your workflows to the customer base you use every day and makes sure both sides always see the same truth.
Your CRM, always in step with your processes
The Dynamics CRM actions cover the full range of data access: read entries, create new entries, update existing ones and delete where needed. This makes sure your processes and your CRM feed each other – for example when a deal is approved, the CRM is updated automatically, or new entries are created as soon as an item is completed. The connection is maintained as a configurable connection in linqi, so you can manage the integration centrally.
Frequently asked questions about the Dynamics CRM Connector
Which operations are available?
The connector offers the full range of data access: read entries, create new entries, update existing ones and delete where needed.
What can I use it for?
You keep CRM and processes in sync – for example by updating a CRM entry automatically when a deal is approved in the process.
How is it configured?
The integration is maintained as a configurable connection in linqi, so you can manage and adjust the connection centrally at any time.
Is it only useful for large teams?
No. The feature is suitable for any team that uses Dynamics CRM – regardless of size.