- First, you need to register in ApiX-Drive
- Choose what data to transfer from PlatoForms to Microsoft Dynamics 365
- Turn on auto-update
- Now the data will be automatically transferred from PlatoForms to Microsoft Dynamics 365
Integration PlatoForms + Microsoft Dynamics 365
Connect PlatoForms and Microsoft Dynamics 365 via web interface in 5 minutes, without programmers and special knowledge.
Create integration of PlatoForms and Microsoft Dynamics 365 yourself, without programmers
Other available integrations
PlatoForms (154 available connectors)
Microsoft Dynamics 365 (245 available connectors)
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Automation capabilities of
PlatoForms and Microsoft Dynamics 365
Configure the rules once, according to which the systems will work.
Transmit data at specified intervals from PlatoForms to Microsoft Dynamics 365.
Transmit data at specified intervals from PlatoForms to Microsoft Dynamics 365.
Data source: PlatoForms, available actions:
- Get DATA
Data receiver: Microsoft Dynamics 365, available actions:
- Update OPPORTUNITY
- Update ACCOUNT
- Update CONTACT
- Update LEAD
- Create OPPORTUNITY
- Create ACCOUNT
- Create CONTACT
- Create LEAD
F.A.Q. on integration of PlatoForms and Microsoft Dynamics 365
How is integration of PlatoForms and Microsoft Dynamics 365 carried out?
How long does the integration take?
Depending on the system you want to integrate, the setup time may vary from 5 to 30 minutes. On average, it takes 10-15 minutes.
How much does it cost to integrate PlatoForms with Microsoft Dynamics 365?
You don't need to pay for the integration, as all the functionality is available at all plans. You pay only for the amount of data transferred from one of your systems to another through our service. If you have a small amount of data per month, you can use a free plan and switch to a paid one, if necessary. More information about plans .
How many integrations are available in Apix-Drive?
At the moment, we have 268+ integrations beside PlatoForms and Microsoft Dynamics 365
Information about PlatoForms
PlatoForms users can automatically generate web forms and also turn PDF files into online forms. The service is suitable for collecting data and sending automated notifications. It also makes it possible to send forms through different channels and conduct electronic document management. Thanks to the Master Form option here, you can create multiple PDF files using one form as a template. And the Invitation function helps automate the sending of invitations to fill out a form template. PlatoForms is used for contracts and agreements, registrations, surveys, reservations, HR forms, lead generation, etc. More
Information about Microsoft Dynamics 365
This service is a typical representative of CRM systems, but this time from Microsoft. This service was created to organize sales and marketing and simplify the work of the support service. Microsoft Dynamics CRM is able to integrate with other services from the developer (Skype, Office, Exchange Server, etc.) and is well suited for all kinds of companies working in various directions. It is argued that this service is one of the five most popular CRM in the world and the number of users continues to grow steadily. More
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