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
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