Sales & customer data
Microsoft Dynamics 365 CRM + Era
Manage customers, sales pipelines, and support cases in Dynamics 365 CRM
- Category
- Sales & customer data
- Connection
- Connects with a key
- Actions
- 8
What Era can do with Microsoft Dynamics 365 CRM
Each of these is a ready step in Era’s chat and workflows.
Actions8
- Close Microsoft Dynamics 365 Case
- Close Microsoft Dynamics 365 Opportunity
- Create Microsoft Dynamics 365 CRM Record
- Get Microsoft Dynamics 365 CRM Record
- List Microsoft Dynamics 365 CRM Records
- Qualify Microsoft Dynamics 365 Lead
- Search Microsoft Dynamics 365 CRM Records
- Update Microsoft Dynamics 365 CRM Record
How to connect
- 1
In Era, find Microsoft Dynamics 365 CRM under Apps and press Connect.
- 2
Enter your Microsoft Dynamics 365 CRM connection details (address, user, password…); Era keeps them in its encrypted vault.
- 3
Now you can ask Era, or use it in your workflows.
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A business that works together.