STEP 1
Connect Affinity and Microsoft Dynamics CRM
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Affinity and Microsoft Dynamics CRM Integration
Affinity
Microsoft Dynamics CRM
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Keep Affinity and Microsoft Dynamics CRM in sync by integrating their events and actions. When crm events happen in Affinity, update the Microsoft Dynamics CRM automatically - without any line of code in visual workflow builder.
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Learn about Affinity and Microsoft Dynamics CRM
Detailed info you need to know about Affinity and Microsoft Dynamics CRM integrations in WEXTL. Explore which modules apps support and how you connect them.
Microsoft Dynamics CRM
CRM on Dataverse — generic table CRUD, search, and record watches for Dynamics 365 and Power Apps. [6]
How to connect Affinity to Microsoft Dynamics CRM
Set up your Affinity and Microsoft Dynamics CRM integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Affinity and Microsoft Dynamics CRM nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Affinity and Microsoft Dynamics CRM. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Affinity and Microsoft Dynamics CRM work in WEXTL?
WEXTL exposes actions and triggers for Affinity and Microsoft Dynamics CRM that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Affinity triggersMicrosoft Dynamics CRM actions
Affinity modules
- Create a NoteCreates a new note.
- Create a PersonCreates a new person.
- Create an OpportunityCreates a new opportunity.
- Create an OrganizationCreates a new organization.
- Delete a NoteDeletes an existing note by its id.
- Delete a PersonDeletes an existing person by its id.
- Delete an OpportunityDeletes an existing opportunity by its id.
- Get a CompanyRetrieves a single company by specified ID.
- Get a ListRetrieves a single list by id.
- Get a PersonRetrieves a single person by id.
- Get a Person ListsReturns lists of a specified person id.
- Get an OpportunityRetrieves a single opportunity.
- Get Company ListsRetrieves a lists for a specified company.
- Get Company Lists EntriesRetrieves a list entries for a specified company.
- Get ListsRetrieves metadata for all lists.
- List Custom Field ValuesRetrieves a custom field values for a specified entity id.
- List OpportunitiesRetrieves a list of opportunities.
- Make an API CallPerforms an arbitrary authorized API call.
- Search CompaniesRetrieves a list of companies by specified criteria.
- Search List EntriesSearches for list entries by specified criteria.
- Search List Entries from a Saved ViewSearches for list entries by specified criteria from a saved view.
- Search OrganizationsSearches for organizations.
- Search PersonsRetrieves a list of persons by specified criteria.
- Set a Custom Field ValueSets a custom field value to a specified entity.
- Update a Custom Field ValueUpdates a custom field value.
- Update a PersonUpdates an existing person by its id.
- Update an OpportunityUpdates an existing opportunity.
- Update an OrganizationUpdates an existing organization details.
- Watch EventsTriggers when a specified event occurs.
Microsoft Dynamics CRM modules
- Associate RecordsAssociates two rows through a relationship.
- Create AccountCreates a account.
- Create AppointmentCreates a appointment.
- Create CaseCreates a case.
- Create ContactCreates a contact.
- Create EmailCreates a email.
- Create LeadCreates a lead.
- Create OpportunityCreates a opportunity.
- Create Phone CallCreates a phone call.
- Create RecordCreates a row in the selected table.
- Create TaskCreates a task.
- Create UserCreates a user.
- Delete AccountDeletes a account.
- Delete AppointmentDeletes a appointment.
- Delete CaseDeletes a case.
- Delete ContactDeletes a contact.
- Delete EmailDeletes a email.
- Delete LeadDeletes a lead.
- Delete OpportunityDeletes a opportunity.
- Delete Phone CallDeletes a phone call.
- Delete RecordDeletes a row.
- Delete TaskDeletes a task.
- Delete UserDeletes a user.
- Describe TableReturns metadata for one table.
- Disassociate RecordsRemoves an association between two rows.
- Execute ActionRuns a Dataverse Web API action.
- Execute BatchRuns several operations in one batch request.
- Execute FunctionRuns a Dataverse Web API function.
- Get AccountReturns a single account.
- Get AppointmentReturns a single appointment.
- Get CaseReturns a single case.
- Get ContactReturns a single contact.
- Get EmailReturns a single email.
- Get LeadReturns a single lead.
- Get OpportunityReturns a single opportunity.
- Get Phone CallReturns a single phone call.
- Get RecordReturns a single row by ID.
- Get Related RecordsRetrieves related rows across a collection-valued relationship.
- Get TaskReturns a single task.
- Get UserReturns a single user.
- List AccountsRetrieves a list of accounts.
- List AppointmentsRetrieves a list of appointments.
- List CasesRetrieves a list of cases.
- List ColumnsRetrieves column definitions for a table.
- List ContactsRetrieves a list of contacts.
- List EmailsRetrieves a list of emails.
- List LeadsRetrieves a list of leads.
- List OpportunitiesRetrieves a list of opportunitys.
- List Phone CallsRetrieves a list of phone calls.
- List RecordsRetrieves rows from the selected table.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Affinity and Microsoft Dynamics CRM integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Affinity and Microsoft Dynamics CRM.
Connect your Affinity and Microsoft Dynamics CRM accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Affinity's "Watch Events" fires, WEXTL can "Associate Records" in Microsoft Dynamics CRM. Affinity has 1 trigger (including Watch Events); Microsoft Dynamics CRM has 69 actions (including Associate Records, Create Account, and Create Appointment). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Affinity-to-Microsoft Dynamics CRM automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Affinity (or Microsoft Dynamics CRM) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Affinity + Microsoft Dynamics CRM automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Affinity and Microsoft Dynamics CRM integration.
- Affinity and Microsoft Dynamics CRM integration source code, module specs and credentials implementation.
- Our Affinity and Microsoft Dynamics CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Affinity and Microsoft Dynamics CRM — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Affinity integration information
- Microsoft Dynamics CRM integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library