top of page

Microsoft Dynamics 365 CRM Automation

Automate the most repeated task from your Dynamics 365 CRM. Covers all 200+ modules, triggers and actions.

How To Get This Automation App

Follow these simple steps to set up and get Microsoft Dynamics 365 CRM Automation installed in minutes.

Step-1 Create Account on make.com

This automation app works on make.com so you will have to create a free or paid account on make.com

Use the following link to signup and get 10,000 operations free on make.com for the first month. Later you can choose the plan that suits your requirement.

Magic Signup link: https://bit.ly/MakeSignup

 

Step-2 Click on Get Now button and make the payment

Step-3 Fill out the required details here

Once the details are submitted, we shall install the app.
 

Register a new application in Azure Portal and get Client ID, Client Secret. 

Fill organization base URL and activation key.

Book A Free Consultation Call

Answers To Your
Most Common Questions

  • Is this a lead generation or data scrapping service?
    No, this is simple automation to extract your leads from your Facebook Ad campaign and deliver them to your salesperson's WhatsApp instantly. We do neither run any marketing campaigns nor scrape data.
  • I run a digital marketing agency with 5 clients, so do I have to get this set up separately for each client?
    Yes, you have to get a separate setup for each of you because of the clients. This is because every client will have different Facebook pages hence they cannot be consolidated together.
  • Is my lead data secured?
    We keep data security on top of everything. All your lead's data is sensitive; hence we do not store any of the information on our servers and databases. You are covered with a legal agreement.
  • How much time does lead delivery take on WhatsApp?
    It is almost instant, you will get notified within 1 minute of lead submission on Facebook.
  • Can I remove any of my sales person from allocation?
    Yes, you can either deactivate any salesperson or delete them completely from the Leads allocation rule sheet.
  • Can I cancel my subscription?
    Yes, you can cancel it anytime. You can also remove our Facebook ID from your page role to completely terminate our access to your page and lead forms.
bottom of page