Microsoft Dynamics 365 Sales integration
Connect Microsoft Dynamics 365 Sales to Joymore so your brokerage's automations and Joy can work with it.
What Joymore does
Connect Microsoft Dynamics 365 Sales to Joymore from Settings. Once it is connected, Joymore automations can react to Microsoft Dynamics 365 Sales events and run Microsoft Dynamics 365 Sales actions, and Joy can use Microsoft Dynamics 365 Sales when someone on your team asks her to.
Available once connected
What automations can use in Microsoft Dynamics 365 Sales.
Events Joymore can react to
- Account Ownership Changed
- Account Status Changed
- Contact Added to Account
- New Account Activity
- New Account Created
- New Opportunity Activity
- New Opportunity Created
- Opportunity Close Date Updated
- Opportunity Close Probability Updated
- Opportunity Contact Changed
- Opportunity Estimated Value Updated
- Opportunity Marked Won or Lost
- Opportunity Ownership Changed
- Opportunity Reopened
- Opportunity Stage Updated
Actions Joymore can run
- Create Appointment
- Create Custom Entity
- Find Contact
- Get Account
- List Accounts
- List Appointment Categories
- List Appointment Category Options
- List Appointments
- List Solution ID Options
- Search Accounts
- Update Account
- Update Appointment
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
