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

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Quickly connect Image Relay to Microsoft Dynamics 365 CRM with a Zapier template.

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Create Image Relay folders from new MS Dynamics CRM leads
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Microsoft Dynamics 365 CRM + Image Relay

Create Image Relay folders from new MS Dynamics CRM leads

Microsoft Dynamics 365 CRM + Image Relay

How Zapier works

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "File Uploaded to Folder" from Image Relay.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

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

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25m

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

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Connect Image Relay and Microsoft Dynamics 365 CRM 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.

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.

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.

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.

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.

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

- Create Share Link
  Required
- Folder
  Required
Trigger
Instant
Try It
Product Added to Category
Triggered when a product is added to a product category.
Trigger
Instant
Try It
Product Removed From Category
Triggered when a product is removed from a product category.
Trigger
Instant
Try It
Product Deleted
Triggered when a product is deleted.
Trigger
Instant
Try It
Product Dimension 1 Changed
Triggered when the first dimension of a product is changed.
Trigger
Instant
Try It
Product Dimension 2 Added
Triggered when the second dimension is added to a product.
Trigger
Instant
Try It
Product Dimension 2 Removed
Triggered when the second dimension of a product is removed.
Trigger
Instant
Try It
Product Dimension 3 Changed
Triggered when the third dimension of a product is changed.
Trigger
Instant
Try It
Product Variations Enabled
Triggered when variations are enabled for a product.
Trigger
Instant
Try It
Product Name Changed
Triggered when a product's name is changed.
Trigger
Instant
Try It
Product SKU Changed
Triggered when a product's SKU is changed.
Trigger
Instant
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Product Type Changed
Triggered when a product's type is changed.
Trigger
Instant
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New User Created
Triggers when a new user is created.
Trigger
Instant
Try It
- Permission Group
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company
  Required
Action
Write
New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

- Folder
  Required
Trigger
Instant
Try It
Product Category Changed
Triggered when a product is moved to a different product category.
Trigger
Instant
Try It
New Product
Triggered when a new product is created.
Trigger
Instant
Try It
Product Dimension 1 Added
Triggered when the first dimension is added to a product.
Trigger
Instant
Try It
Product Dimension 1 Removed
Triggered when the first dimension of a product is removed.
Trigger
Instant
Try It
Product Dimension 2 Changed
Triggered when the second dimension of a product is changed.
Trigger
Instant
Try It
Product Dimension 3 Added
Triggered when the third dimension is added to a product.
Trigger
Instant
Try It
Product Dimension 3 Removed
Triggered when the third dimension of a product is removed.
Trigger
Instant
Try It
Product Variations Disabled
Triggered when variations are disabled for a product.
Trigger
Instant
Try It
Product Recovered
Triggered when a product is recovered.
Trigger
Instant
Try It
Product Type Added
Triggered when a product type is added to a product.
Trigger
Instant
Try It
Product Type Removed
Triggered when a product's type is removed.
Trigger
Instant
Try It
- Folder
  Required
- Folder Name
  Required
Action
Write
- Folder
  Required
- File Type
  Required
- File URL
  Required
- File Name
  Required
Action
Write
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write

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

About Image Relay

The Digital Asset Management system designed with your time in mind. Upload, organize, and distribute your files from one centralized, secure, easy-to-use spot in the cloud.

Related categories

File Management & Storage

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)Microsoft

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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