Microsoft Dynamics 365 CRM + Tango Card (Under Review) Integration

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Microsoft Dynamics 365 CRM + Tango Card (Under Review) Integration
1.
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new contact is created

  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when a contact is updated

  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new account is created

  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when an account is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM

    Triggers the automation when any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when any opportunity is updated

  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new case is created

  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when any case is updated

  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM

    Triggers the automation when a new lead is created

  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when the lead information is updated

  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM

    Triggers the automation when any quote is updated

2.
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM

    Generates new leads for potential customers

  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM

    Updates the lead information

  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM

    Retrieves information for a particular lead

  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM

    Adds a new contact to the database

  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM

    Updates contact information with new details

  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM

    Generates a new account

  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM

    Searches for account information

  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM

    Updates account information

  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM

    Finds and retrieves contact information

  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM

    Searches for a currency

  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM

    Generates a new case entry

  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM

    Updates case details based on new information received

  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM

    Searches for a case record

  • Tango Card (Under Review)
    Send reward in Tango Card (Under Review)

    Sends a reward

  • Tango Card (Under Review)
    Get latest balance in Tango Card (Under Review)
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