6 ways to automate Microsoft Dynamics 365

As your business continues to grow, your sales team needs a powerful, centralized system for managing customer relationships. And Microsoft Dynamics 365 hits the spot. Built for tapping into customer behavior and optimizing engagement,  it provides the tools to track interactions, analyze data, and streamline your sales processes. 

But Microsoft Dynamics is so much more powerful when you pair it with Zapier. With Zapier's automated workflows—what we call Zaps—you can scale your lead management processes and connect the rest of your tech stack. From enriching new leads to backing up your data, you can orchestrate sales workflows at scale. 

Take a look at our most popular workflows to get started:

Table of contents

• Automatically create leads from forms and conversion tools

• Score and enrich leads with AI tools

• Send notifications from Microsoft Dynamics

• Nurture your event attendees

• Add new leads to your email marketing campaigns

• Use webhooks with Microsoft Dynamics

Automatically create leads and opportunities from forms and conversion tools

The best way to improve lead conversion rates is to contact leads faster. Most companies wait hours (or days!) to reach out to new leads, resulting in lost leads—and lower revenue. Adding new leads to Microsoft Dynamics as soon as they fill out a form improves lead response rate and ensures you're tracking prospects throughout the buying process.  

Rather than entering all those new leads manually, you can upload new leads automatically from multiple sources using Zaps. For example, if someone fills out a form to download an eBook, Zapier can send that data over to Microsoft Dynamics and create a new lead. 

This happens in real-time, so you'll never miss out on a hot lead again. You can send welcome emails, start nurturing sequences, or register users for a webinar in seconds, not days. 

Score and enrich new leads with AI tools

Not every lead that enters your CRM is ready for sales attention—but manually analyzing that data (though essential) can slow down your team. 

By pairing Microsoft Dynamics with the right AI tools, you can automatically qualify and enrich leads as they come in, helping your team prioritize smarter and move faster.

Using tools like ChatGPT, Clearbit, and AI by Zapier, you can instantly score and enrich incoming leads based on your own company criteria, helping you push only the most relevant leads into Microsoft Dynamics. That way, your team can stay hyper-focused on high-potential opportunities. 

Keep your team in the loop

You'll also want to keep your sales team updated and in the loop on any changes with opportunities. For example, say a lead sends an email to another team member. You'll want to make a note of that in your CRM so all those interactions are taken into account with any follow-ups. Or perhaps another team member messages your team in Slack about an update, and you want to log it automatically in your CRM. 

With these Zaps, you can automatically update opportunities in Microsoft Dynamics the moment that activity happens in other apps. 

These Zaps work the other way round, too. For example, say you receive a new lead directly in Microsoft Dynamics. You might want to notify a sales rep or a customer success team member in a Slack or Teams channel. Use these Zaps to automatically notify your teams where they work, so they can jump on the opportunity without missing a beat.

Pro tip: To avoid spamming your Slack channel or inbox with every new lead, you can always use a filter step to limit notifications to only certain types of activity (like a high-value lead). Or, use a paths step to route prospects to the right sales rep based on certain criteria.

Nurture your event attendees

Organizing an online or in-person event? 

From webinars to sales demos and more, following up after the fact is the best way to convert your interested prospects. Make it easy by automatically adding each attendee to your CRM the moment they sign up for an event. That way, your sales team can reach out when the time is right. 

Pro tip: You can even add a delay step to hold the Zap a set amount of time before adding attendees to Microsoft Dynamics. That way, you can wait until after the webinar or event has occurred, and tailor your follow-up campaigns accordingly.

Add new leads to your email marketing campaigns

When you add a new lead to Microsoft Dynamics, what happens next? If you don't have a plan to nurture that lead, you could miss out on building customer relationships and conversions. After all, new leads don't become customers on their own. 

Adding new Microsoft Dynamics leads to your email marketing software allows you to nurture new leads, gather data, and segment leads into different buyer personas. By setting up automatic workflows, you can ensure no new leads fall through the cracks and build your email marketing list faster. 

Keep in mind you can use multiple Zaps in your lead workflow. For example, you might automatically add a new lead to Microsoft Dynamics when a user fills out a lead generation form, then use a second workflow to add that new lead to your email marketing platform. 

Zapier can connect Microsoft Dynamics with most major email platforms, including ActiveCampaign or Mailchimp. Use the workflows below to automatically create or update your email software when new leads are created or updated. 

Connect almost any app to Microsoft Dynamics with webhooks

Zapier connects to thousands of apps, but there may be tools you use that don't have a Zapier integration. In that case, you'll want to use webhooks that push info from your apps to Microsoft Dynamics.

For example, say you use a form tool that doesn't integrate directly with Microsoft Dynamics. Rather than manually entering data when someone fills out a form, you can create a webhook that automatically looks for new entries and sends them over to Microsoft Dynamics. Use this Zap to get started.

Advanced tips for automating Microsoft Dynamics at scale

Microsoft Dynamics 365 is a robust CRM for managing customer relationships—but scaling your lead generation and follow-up efforts can be challenging when your processes are manual and disjointed. With Zapier, you can automate your entire lead lifecycle—from capturing and enriching leads to routing them to the right teams.

And you're not limited to basic two-step Zaps, either. By orchestrating a more advanced (and fully connected) automation system to manage your sales pipeline, you unlock greater speed, consistency, and visibility across your CRM.

For example, here's how a hypothetical sales team might visualize their automated lead management system with Microsoft Dynamics (diagrammed with Zapier Canvas):

Automatically sharing information between Microsoft Dynamics and other platforms keeps your team focused on gathering and nurturing leads at scale—not data management. Using automation to sync contact information and update new leads can improve outreach time and drive revenue. 

Microsoft Dynamics 360 is a favorite platform for many enterprise companies. Zapier helps make it even more powerful. See what you can build today.

This article was originally published in September 2022, written by Danielle Antosz. It was most recently updated in May 2025 by Elena Alston.