How to get started with Microsoft Dynamics 365 CRM on Zapier

Connect to Microsoft Dynamics 365 CRM on Zapier

Microsoft Dynamics 365 CRM uses OAuth to authenticate your account on Zapier.

  • Log into Microsoft Dynamics 365 CRM to authenticate.
  • Grant Zapier permission to access your account if prompted to.

Learn more about authenticating your Microsoft Dynamics 365 CRM account in Zapier.

About Microsoft Dynamics 365 CRM's app

Are self-hosted or cloud-hosted accounts supported? Cloud-hosted accounts only  
Is a paid Microsoft Dynamics 365 CRM plan required? Yes View Microsoft Dynamics 365 CRM's plans.
Are any special account permissions required? Yes

Your account must be a System administrator or have a security role and privileges assigned to your Microsoft Dynamics 365 CRM account.

Are there usage limits? No  
Are there pagination limits? No  
Do trigger samples use real data from your account or generic data? Real trigger samples If you see the error message "App received or responded with too much data" and can't load any sample data, try clearing your cache
Are custom fields supported? Yes  
Do update actions overwrite or append to existing data? Not applicable  
Is there any additional info? No  
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