Microsoft Dynamics 365 CRM and Zapier connect to automate your sales work. You can trigger actions when new leads, contacts, or accounts are created and create or update CRM records.
Available on plans:
Free
Pro
Team
Enterprise
Prerequisites
To use the Microsoft Dynamics 365 CRM app on Zapier, you must have:
- A paid Microsoft Dynamics 365 CRM plan (cloud-hosted accounts only).
- System Administrator security role or a custom security role with appropriate privileges assigned to your Microsoft Dynamics 365 CRM account.
- A paid Zapier plan. Microsoft Dynamics 365 CRM is a premium app on Zapier.
Connect Microsoft Dynamics 365 CRM to Zapier
To create an app connection to Microsoft Dynamics 365 CRM on Zapier:
- Go to the Apps page.
- Click + Add connection.
- A new dialog box will appear. Search for and select Microsoft Dynamics 365 CRM.
- Click Add connection.
- A new browser tab or window will open.
- Log into Microsoft Dynamics 365 CRM to authenticate.
- Grant Zapier permission to access your account if prompted to.
Your Microsoft Dynamics 365 CRM account is now successfully connected to Zapier.
About Microsoft Dynamics 365 CRM's app
Triggers, searches, and actions
Triggers
Triggers
- New Account (Polling) - Triggers when a new account is created.
- New Contact (Polling) - Triggers when a new contact is created.
- New Custom Entity (Polling) - Triggers when a new custom entity is created.
- New Case/Incident (Polling) - Triggers when a new case/incident is created.
- New Invoice (Polling) - Triggers when a new invoice is created.
- New Lead (Polling) - Triggers when a new lead is created.
- Updated Account (Polling) - Triggers when an account is updated.
- Updated Contact (Polling) - Triggers when a contact is updated.
- Updated Case/Incident (Polling) - Triggers when a case/incident has been updated.
- Updated Invoice (Polling) - Triggers when an invoice is updated.
- Updated Lead (Polling) - Triggers when a lead has been updated.
- Updated Opportunity (Polling) - Triggers when an opportunity has been updated.
- Updated Order (Polling) - Triggers when an order is updated.
Searches
Searches
- Find Account - Finds an account by name.
- Find Custom Entity - Finds a custom entity give.
- Find Campaign Response - Finds a campaign response.
- Find Invoice - Finds a invoice by email address or other searchable field.
- Find Opportunity - Finds an opportunity by subject or other searchable field.
- Find or Create Account - Finds an account by name.
- Find or Create Custom Entity - Finds a custom entity give.
- Find or Create Lead - Finds a lead by email address or other searchable field.
- Find or Create Order - Finds an order by email address or other searchable field.
Actions
Actions
- Create Account - Creates a new account.
- Create Contact - Creates a new contact.
- Create Case/Incident - Creates a new case/incident.
- Create Invoice - Creates a new invoice.
- Create Opportunity - Creates a new opportunity.
- Update Account - Updates an account.
- Update Contact - Updates a contact.
- Update Case/Incident - Updates a Case/Incident.
- Update Lead - Updates a lead.
- Update Order - Updates a order.
Limitations
- This integration only supports Microsoft Dynamics 365 Online version. On-premises installations are not supported, however you can use on-premise installations with webhooks.
- Custom lookup fields in Microsoft Dynamics 365 CRM may cause API errors if they do not include @odata.bind suffixin the property name.
- Clear your cache if you receive the error "App received or responded with too much data" error and can't load any test records.
Templates
View all of Microsoft Dynamics 365 CRM's templates.
Use cases
- 6 ways to automate Microsoft Dynamics 365
- CRM automation guide
- Your guide to Microsoft automation
- Add new Microsoft Dynamics contacts to Mailchimp
- 3 ways to automate your sales processes
- Boost company-wide efficiency with automation
- How to streamline sales with AI and automation
- Streamline work across departments with automation
- 4 ways to automate customer retention
- How to fill your tech stack gaps with automation
Additional Microsoft Dynamics 365 CRM resources
- Zapier's Microsoft Dynamics 365 CRM integration page
- Microsoft Dynamics 365 CRM's Help Center
- Microsoft Dynamics 365 CRM's API documentation