Microsoft Dynamics 365 Integration & Automation
Automation flow builder for Microsoft Dynamics 365
Drag & drop automation flow builder
Up to 10X faster than custom development (engineering)
Pre-built automations and outstanding support
Generate PDFs, XSLX, CSVs and custom emails or reports
Popular Microsoft Dynamics 365 automations:
- Post Sales Quote Line ✓
- Post Payment Method ✓
- Post Project ✓
- Make Order Action Sales Quotes ✓
- Post Journal Line For Journal ✓
- Post Default Dimensions For Item ✓
- Cancel Action Sales Invoices ✓
- Post Wildcard Request ✓
- Post Sales Credit Memo ✓ And 266 more...
- Schedule trigger ✓
- On create / update trigger ✓
- Manual trigger ✓
- Webhook trigger ✓
- Trigger by other automation ✓
Integrate Microsoft Dynamics 365 with 244 connectors:
Frequently Asked Questions (FAQ)
How can I integrate and automate Microsoft Dynamics 365?
My app, tool or system is not listed as an integration above - how can I integrate it?
We can integrate most modern apps, tools or systems in under 48 hours upon request. Old fashioned systems and interfaces can take more time. Please contact us for details using the contact form.
What is Locoia?
Locoia empowers businesses to automate all processes, connect all systems and build company-wide dashboards. This allows you to save cost, while dashboarding provides you with an integrated view of your entire business.
More technically, Locoia provides Automation, API Integration. ETL (Extract, Transform, Load), data warehouse and dashboarding functionality - all in one software! Additionally, we provide consulting services to ensure success. Our platform is hosted in Germany (Frankfurt) and fully GDPR compliant (DSGVO).
Welcome the automated company
Locoia allows you to integrate and automate processes with Microsoft Dynamics 365 and 800+ additional data integrations including major CRMs, ERPs, Business Intelligence (BI) tools, databases, file systems, analytics platforms, and further SaaS integrations. Thus, we provide an integration platform as a service (iPaaS) as well as a workflow and process automation drag & drop flow builder. We also empower your customers to integrate their systems with your SaaS in minutes through our Embed White Label Integration Portal, which offers numerous integration possibilities.
This allows you to save up to 10x time of development work and decreases maintenance. In just a few minutes, you can use our powerful low-code flow builder to connect to any system or API. Serving enterprise clients, we provide full GDPR (DSGVO) compliance and German based data centers.
First, you need to get in touch with us to sign up for a Locoia account. Next, you go to the settings section, where you can authenticate and configure the Microsoft Dynamics 365 integration, among many others.