Dynamics automation
Automate your repetitive Microsoft Dynamics admin. ThinkAutomation will push-pull data to and from Dynamics CRM to link any needed systems across your tech stack. Plus, ThinkAutomation can run any number of automations against the data inside MS Dynamics – from sentiment analysis to translation.
Dynamics automation – overview
- ThinkAutomation can read and update entities in Microsoft Dynamics CRM
- To configure, connect ThinkAutomation into Dynamics using our automation studio
- You can then design any desired workflow – orchestrating your connections, conditions, and automations via a drag-and-drop interface
- ThinkAutomation offers infinite extensibility to handle as many processes, data volumes, and system connections as you need
- It will monitor connected systems 24/7, check for new data every 60 seconds, and run automations in split seconds
Dynamics automation – use cases
- Parse inbound messages from emails and web forms to create new Dynamics records automatically, using the relevant extracted information
- Push parsed data from messages into existing CRM records, to update customer accounts with the latest interactions automatically
- Import data from Dynamics modules into tables in your databases or spreadsheets
- Perform automated Dynamics data extraction, running advanced data pulls to segment/manipulate data and run targeted campaigns
- Monitor Dynamics records for emotive phrases and run sentiment reports, with custom workflows to act on opportunities/risks
- Add counters or ‘tokens’ for data input you’d like to track inside Dynamics, such as keywords or field values, to monitor then run subsequent automations or reports
- Upload files to Dynamics – including email attachments and documents from monitored local folders
- Plus countless more, depending on your desired use case
- Backup emails
- Email attachment storage
- Email parsing
- Email sentiment analysis
- Email to cloud
- Email to CRM
- Email to CSV
- Email to database
- Email to spreadsheet
- Email translation
- Move email attachment to folder automatically
- Outlook export all emails
- Parse email attachment
- Translate attachment
Database
- Data ETL
- Database automation
- Database counters
- Database monitoring
- Mongo update
- SQL to Excel
- Translate database
- Update a database
Telephony
CRM
- CRM data entry
- CRM sentiment analysis
- Dynamics automation
- Salesforce automation
- SugarCRM automation
- Zoho automation
Automation actions
- Automatic compression
- Automatic encryption
- Automatic translation
- Create hash file
- Database lookup
- Date operation
- Detect language
- Execute PowerShell
- Execute script
- Extract field
- File operation
- FTP download
- FTP upload
- GeoIP lookup
- MongoDB lookup
- OAuth sign-in
- Process files
- Run a program
- Send Teams message
- Sentiment score
- Set variable
- Speak text
- SQL command to update data in a database
- SQL execute command
- String operation
- Summarise text
- Train sentiment analysis model
Product
- .NET scripting
- Automation gateway
- Automation IDE
- Automation studio
- C# scripting
- Continuous processing
- Design actions
- High speed automation
- HTTP API
- JSON parser
- Local automation
- Markdown support
- Message store
- Public web API
- RPA community
- RPA designer
- SendGrid mail server
- Text summariser
- Visual Studio code paste without formatting