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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Slack - 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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Slack
Slack logo
Slack
2. Choose action
Microsoft Dynamics 365 CRM logo
1. Select the event
Setup
Test
Microsoft Dynamics 365 CRM logo
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 Reminder" in Slack.

You’re connected!

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

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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

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Frequently Asked Questions about Microsoft Dynamics 365 CRM + Slack 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 Slack

How can I set up an integration between Microsoft Dynamics 365 CRM and Slack?

To set up an integration between Microsoft Dynamics 365 CRM and Slack, you'll need a middleware tool that can connect both applications. Typically, you would configure triggers in Dynamics 365, like 'New Lead' or 'Updated Opportunity', and corresponding actions in Slack, such as sending a message to a channel.

What are some common triggers for the Microsoft Dynamics 365 CRM and Slack integration?

Common triggers you can use in Microsoft Dynamics 365 CRM include 'New Contact', 'Lead Conversion', 'Opportunity Update', and 'Case Closed'. These triggers initiate actions in Slack to keep your team informed.

What actions can be performed in Slack as part of the integration with Microsoft Dynamics 365 CRM?

Actions in Slack following a trigger from Dynamics 365 CRM could include sending a channel message, posting a direct message, updating the status of a bot, or even setting reminders for follow-up activities.

Do I need technical expertise to integrate Microsoft Dynamics 365 CRM with Slack?

No technical expertise is necessary. Our integrations are designed for ease of use. You simply select pre-configured triggers and actions through an intuitive interface to automate workflows between Microsoft Dynamics 365 CRM and Slack.

Is it possible to customize the notifications sent from Microsoft Dynamics 365 CRM to Slack?

Yes, you can customize notifications sent from Dynamics 365 to Slack. You have control over the message text and format, which allows you to include specific details such as customer names or deal amounts directly in your team’s channels.

How frequently are updates synced between Microsoft Dynamics 365 CRM and Slack when integrated?

The frequency of updates depends on how you configure your workflows. Typically, data is synced instantly so that users receive real-time updates on their tasks within both Microsoft Dynamics 365 CRM and Slack.

Can I integrate multiple instances of Microsoft Dynamics 365 with different Slack channels?

Yes, you can connect multiple instances of Microsoft Dynamics 365 with different Slack channels. Each connection operates independently with its unique set of triggers and actions fulfilling specific business needs.

Practical ways you can use Microsoft Dynamics 365 CRM and Slack

Monitor new accounts in Slack

Zapier sends an update to Slack whenever a new account is created in Microsoft Dynamics 365 CRM. This enables business owners to stay informed about client acquisition and keep a pulse on company growth.

Business Owner
Notify team about new Dynamics 365 leads in Slack

When a new lead is created in Microsoft Dynamics 365 CRM, Zapier will instantly notify a designated channel in Slack. This ensures the marketing team is always updated in real-time and can act on every new opportunity promptly.

Marketing & Marketing Ops
Track updated deals in Slack for project planning

Whenever an opportunity is updated in Microsoft Dynamics 365 CRM, Zapier will send a message to a specific Slack channel. This helps project managers stay informed about deal progress and adjust project timelines or resources accordingly.

Project Management

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
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It

Learn how to automate Microsoft Dynamics 365 CRM 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 Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
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