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