Microsoft Dynamics

Microsoft Dynamics is a line of ERP and CRM software used by businesses to automate and manage various business functions such as sales, finance, purchase, marketing, customer service, warehousing and operations. Microsoft Dynamics brings all your data, operations, people, and management onto a single platform.

Common Microsoft Dynamics Workflows

Microsoft Dynamics in Better Customer Relationship Management

Businesses can connect their Microsoft Dynamics CRM systems with other applications such as their accounting applications for updating customer accounts, sales application, helpdesk and even custom applications using FlowGat. Having a well-laid out and integrated CRM process ensures that businesses will have a better customer relationship and interaction with clients.

Microsoft Dynamics in Marketing Automation Workflows

With FlowGat, businesses can set up automated marketing systems by integrating apps such as Unbounce, MailChimp, and HubSpot with Microsoft Dynamics. Put your marketing at your fingertip and exponentially increase leads and sales by powering your workflows with FlowGat.

microsoft-dynamics-64
Microsoft Dynamics

Connect Microsoft Dynamics with other apps in FlowGat

Microsoft Dynamics FEATURES IN FLOWGAT

Events are triggers in FlowGat that starts off a workflow process, and the FlowGat processor executes subsequent actions present in the workflow.

Events

  • When a new opportunity is created in Microsoft Dynamics
  • When a new lead is added in Microsoft Dynamics
  • When a new contact is added in Microsoft Dynamics
  • When a new opportunity is added in Microsoft Dynamics
  • When an existing lead is updated in Microsoft Dynamics
  • When an existing contact is updated in Microsoft Dynamics

Actions

  • Create a new account in Microsoft Dynamics
  • Create a new contact in Microsoft Dynamics
  • Create a new lead in Microsoft Dynamics
  • Update an existing lead in Microsoft Dynamics
  • Update an existing contact Get an account by name in Microsoft Dynamics
  • Get a contact by email address in Microsoft Dynamics
  • Update an existing account in Microsoft Dynamics
  • Get an opportunity by a field in Microsoft Dynamics
  • Get a tax code by name in Microsoft Dynamics

Frequently asked questions

With FlowGat, you can design workflows to integrate different applications used in your businesses processes. FlowGat has a simple drag-and-drop interface that allows users to build simple and complex workflows with zero code to automate or streamline their processes end-to-end.

Compared to other products in the market, FlowGat offers you the flexibility of installing on your desktop, on your own on-premise or cloud server or our own servers, making it very affordable for most clients. No more unpredictable monthly costs, or limited automation processes. You only pay for what you use.

Absolutely not! FlowGat was designed to be a workflow designer for everyone. You can build workflow processes that connects 100+ apps supported by FlowGat, and even your own line-of-business application.  FlowGat provides you with an intuitive platform to build simple and complex workflows and drive efficiency and greater productivity in your business.

Yes, your data is very secure. FlowGat encrypts all the information it collects for connecting to applications in your workflow. Unlike other products, you can have your own instance of FlowGat which means your data will never leave the walls of your organization.

Yes, absolutely. FlowGat offers various models such IAAS, PAAS , SAAS and on-premise service. You can choose what works best for you based on your specific workflows and business needs.

Contact out technical sales team using the button below for us to understand your specific business needs, provide you with a sandbox if needed and you can start automating.