Microsoft Dynamics

[pipedream-component-development]

App

Microsoft Dynamics
https://learn.microsoft.com/en-us/rest/dynamics365/

Sources

We’re expanding our Microsoft Dynamics integration through PipeDream and need to enable a set of triggers that can initiate actions within JeniusCC. These triggers should capture key events and field changes at both the account and opportunity level. The goal is to allow our coaching engine to respond to meaningful activity and data shifts inside Dynamics.

Below is a list of the types of triggers we’d like to see supported.

---Account-level triggers

New account created

Account ownership changed

Account status changed (for example, moved to a new segment or marked as at risk)

New contact added to account

Contact role changed (for example, economic buyer, influencer, champion, etc.)

Account with no contacts associated

Account with no logged activity for a set period

Meeting or call logged against the account

Email logged against the account

Account note or activity updated

Account tier or rating updated

Account assigned to a new territory or region

Account marked inactive or reactivated

---Opportunity-level triggers

New opportunity created

Opportunity stage advanced or regressed

Close date changed (pushed or pulled forward)

Probability changed

Estimated revenue or deal size changed

Opportunity ownership changed

Opportunity marked as won or lost

Opportunity reopened

Opportunity marked as at risk

New contact added to opportunity

Economic buyer added or removed

Primary contact changed

No activity on the opportunity for a defined period

Opportunity in same stage longer than defined threshold

Opportunity missing key fields (for example, no close date, no contact, no next step)

New task, meeting, or email logged on the opportunity

Notes or description field updated

Competitor information added or changed

Opportunity linked to a new or updated account

We’d like to confirm whether PipeDream can support:

Object-specific triggers (for example, new or updated account/opportunity).

Field-change triggers for selected fields.

Time-based triggers for inactivity or aging conditions.

Once we understand what’s possible, we can align our internal event mappings accordingly.

Actions

All these triggers are designed to nudge our tool to provide appropriate sales coaching or actions back to the seller