Microsoft Dynamics + TaskAGI

Automate Dynamics. Sync everything.

Connect Microsoft Dynamics to TaskAGI and automate account creation, lead management, and data syncing across your entire business. Stop manual data entry and keep systems in sync in real-time.

Connect Microsoft Dynamics

Available Operations

Actions you can perform with Microsoft Dynamics

Get Accounts

Retrieve account records from Microsoft Dynamics

Create Account

Create a new account record in Microsoft Dynamics

Get Contacts

Retrieve contact records from Microsoft Dynamics

Create Contact

Create a new contact record in Microsoft Dynamics

Get Opportunities

Retrieve opportunity records from Microsoft Dynamics

Create Opportunity

Create a new opportunity record in Microsoft Dynamics

Get Leads

Retrieve lead records from Microsoft Dynamics

Create Lead

Create a new lead record in Microsoft Dynamics

Use Cases

Real-world automations you can build today

Auto-create accounts

New leads automatically become accounts in Dynamics, no manual step needed.

Sync contact data

Keep contacts updated across Dynamics and other tools with two-way sync.

Manage opportunities

Automatically create and update opportunities based on customer activity triggers.

Lead qualification

Route qualified leads to sales while scoring and syncing data across platforms.

How It Works

Get started in minutes

Connect

Authenticate your Microsoft Dynamics account with a few clicks.

Configure

Map fields and choose which Dynamics objects to sync or automate.

Build

Create workflows using triggers and actions from Dynamics and other apps.

Deploy

Activate your automation and watch it run 24/7 without manual work.

Frequently Asked Questions

How do I connect Microsoft Dynamics?

Use your Dynamics credentials in TaskAGI's integration settings. We support OAuth and API key authentication for secure connections.

Can I sync data between Dynamics and other apps?

Yes. Automate syncing accounts, contacts, opportunities, and leads to CRMs, email, spreadsheets, and hundreds of other tools.

What Dynamics operations are supported?

Get and create accounts, contacts, opportunities, and leads. Pull data or trigger actions based on conditions.

Is there a setup cost or usage limit?

No hidden fees. Pricing is based on your plan. TaskAGI handles unlimited automations and syncs within your account tier.