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Jotform + Microsoft Dynamics 365 CRM

Jotform + Microsoft Dynamics 365 CRM

Jotform + Microsoft Dynamics 365 CRM integrations

Create cases/incidents in Microsoft Dynamics 365 CRM from new submissions in Jotform

When a new submission is registered in Jotform, this workflow smoothly carries your data over to Microsoft Dynamics 365 CRM, creating a new case or incident. Streamline your data management and save time, letting this smart automation transfer important information with just a few clicks. Keep your customer relationship management in check and push your efficiency to the next level.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new submission has been added to a specific form.
  2. automatically do this!
    Create Case/Incident
    Create Case/Incident
    Create Case/IncidentCreates a new case/incident.
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More things you can do with Jotform and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with Jotform and Microsoft Dynamics 365 CRM

    • Form
      Required
    Trigger
    Instant
    Try It
    • Select a form
      Required
    • Asignee email
      Required
    • Invitation Message
    • Assignee Permission
    Action
    Write
    • Select a form
      Required
    Action
    Write
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Document
      Required
    Trigger
    Polling
    Try It
    • Select a form
      Required
    • Assignee email
      Required
    • Invitation Message
    • Prefilled Field Permissions
    Action
    Write
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
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About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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