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Connect Data Summarizer to Microsoft Dynamics CRM

Automate workflows and sync data between Data Summarizer and Microsoft Dynamics CRM with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Data Summarizer & Microsoft Dynamics CRM?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Data Summarizer and Microsoft Dynamics CRM perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Data Summarizer and Microsoft Dynamics CRM for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

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Data Summarizer

Actions (4)

Find Min and Max

Get the smallest and greatest values from a list of numeric values.

Auth Required
Calculate Sum

Calculates the sum of a list of values.

Auth Required
Count Uniques

Counts the number of unique values for multiple fields

Auth Required
Calculate Average

Calculates the average of a list of values.

Auth Required
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Microsoft Dynamics CRM

Actions (5)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Get Record

Retrieves an existing record.

Auth Required
Create Record

Creates a new record.

Auth Required
Delete Record

Deletes an existing record.

Auth Required
Update Record

Updates an existing record.

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Data Summarizer trigger → Create/Update in Microsoft Dynamics CRM

Most Popular
Data SummarizerData Summarizer

New event occurs

Microsoft Dynamics CRMMicrosoft Dynamics CRM

Custom API Call

How It Works

1

Connect Apps

Authenticate your Data Summarizer and Microsoft Dynamics CRM accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Data Summarizer and Microsoft Dynamics CRM with 0 available triggers for instant updates.

Automated Actions

Execute 9 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Data Summarizer and Microsoft Dynamics CRM in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Data Summarizer and Microsoft Dynamics CRM with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Microsoft Dynamics CRM to Data Summarizer for bidirectional automation

View Integration
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All Data Summarizer Integrations

Explore all available Data Summarizer connections

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All Microsoft Dynamics CRM Integrations

Explore all available Microsoft Dynamics CRM connections

View All Integrations

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