Dynamics 365 CRM Triggers

Connect provides following triggers for Microsoft Dynamics 365 CRM：

1. Object Updated
2. Object Created

These triggers work with two triggering mechanisms:

1. Polling Trigger
2. Bulk Data Feed Trigger

Figure 1. Triggers for Dynamics 365 CRM Application on RoboMQ Connect

Object Updated

This event triggers the workflow when the selected entity is updated in your Dynamics 365 account. Optionally, you can define filters if you want to monitor the updated event of a specific group of entities.

Object Created

This event triggers the workflow when a new object in the selected entity is created in your Dynamics 365 account. Optionally, you can define filters if you want to monitor the creation of a specific group of entities.

Set up polling trigger for your workflow

Following are the steps to set up polling trigger for Dynamics 365:

1. Select a Polling interval for Connect to request the events.

2. Choose an entity to trigger the workflow.

Figure 2. Polling Trigger for Dynamics 365 CRM Application on Connect iPaaS

Set up bulk data feed trigger for your workflow

Following are the steps to set up bulk data feed trigger for Dynamics 365 CRM:

1. Select the Polling interval for Connect to request the events.

2. Select the date and time from when you wish to start the polling.

3. Choose an entity and its attributes based on the action which you would like to perform downstream.

4. Select the delimiter for the entity attributes in the CSV report.

Figure 3. Bulk Data Feed Trigger for Dynamics 365 CRM Application on Connect iPaaS