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Book An AppointmentTriggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when a new record is created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Adds a new comment into 1 record of an app.
Creates a record.
Updates details of 1 record of an app by specifying its record number.
Updates the Status of 1 record of an app.
Triggers when a new account is created.
Triggers when a new case is created.
Triggers when a new contact is created.
Triggers when a new invoice is created.
Triggers when a new lead is created.
Triggers when a new task is created.
Triggers when a lead is updated.
Triggers when a new record is created.
Creates a new account.
Creates a new case.
Creates a new contact.
Creates a new lead.
Create Note
Creates a new Opportunity.
Updates an existing case.
Updates an existing task
Adds a new comment into 1 record of an app.
Creates a record.
Updates details of 1 record of an app by specifying its record number.
Updates the Status of 1 record of an app.
Choose Microsoft Dynamics CRM as the trigger app, select event, authenticate & successfully Test
After completing the trigger test, select Kintone as the action app from the list.
Connect your Kintone account & authenticate it.
Select the data you want to send from Microsoft Dynamics CRM to Kintone & your AI Agent is ready!
Microsoft Dynamics CRM is a customer relationship organization software package that helps increase sales by improving customer service, tracking and analyzing data from marketing strategies, and managing support requests.
Kintone is an all-in-one workplace platform that allows highly collaborative teams to build, share, and automate custom workflows and processes for data-driven results
The integration between Microsoft Dynamics CRM and Kintone is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
While assessing the security of integrating Microsoft Dynamics CRM with Kintone, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the Microsoft Dynamics CRM-Kintone integration:
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