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Connect Microsoft Dynamics 365 CRM and Microsoft Outlook to unlock the power of automation

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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Microsoft Outlook - no code necessary. See how you can get setup in minutes.

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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM
1. Choose trigger event
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Microsoft Outlook
Microsoft Outlook logo
Microsoft Outlook
2. Choose action
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1. Select the event
Setup
Test
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Microsoft Dynamics 365 CRM
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.

Add your action

An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and Microsoft Outlook, automating your workflow.

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Microsoft Outlook integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Dynamics 365 CRM + Microsoft Outlook integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and Microsoft Outlook

Can I integrate Microsoft Dynamics 365 CRM with Microsoft Outlook on my own?

Yes, we have made it simple for individuals to integrate Microsoft Dynamics 365 CRM with Microsoft Outlook using our platform. You won't need a developer to set it up as our user-friendly platform allows for the easy configuration of triggers and actions.

What kind of actions can be automated between Dynamics 365 and Outlook?

You can automate various actions such as creating tasks in Outlook whenever a new opportunity is created in Dynamics 365, or sending emails through Outlook triggered by updates in the CRM.

Do I need any special permissions to set up the integration?

You'll need basic administrative privileges in both Microsoft Dynamics 365 CRM and Outlook to authorize connections and create automated workflows using triggers and actions.

How difficult is it to set up custom workflows between the two platforms?

Setting up custom workflows is straightforward with our system. You can select predefined triggers such as 'New Contact in Dynamics' and pair them with actions like 'Create Calendar Event in Outlook' without requiring any coding skills.

Will changes made in one platform reflect immediately in the other?

Although most changes will sync promptly, there might be a slight delay depending on the specific trigger-action pairings you choose to implement.

Are there any limitations on synchronizing contacts between Dynamics 365 and Outlook?

Generally, contacts should sync without issues, but it's important to configure your triggers correctly. Make sure that your mappings align between the two systems for seamless contact synchronization.

Can I customize the data fields that are synced between these platforms?

Yes, you have control over which data fields are included during synchronization. By setting up customized field mappings when establishing your triggers and actions, you can tailor what information flows from Dynamics 365 into Outlook, or vice versa.

Connect Microsoft Dynamics 365 CRM and Microsoft Outlook to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
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      Required
    Trigger
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    • Info
    Trigger
    Polling
    Try It

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Learn how to automate Microsoft Outlook on the Zapier blog

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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Microsoft Outlook
Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
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