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Zapier makes it easy to integrate Airtable with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
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Airtable
Airtable
1. Choose trigger event
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
2. Choose action
1. Select the event
Setup
Test
Airtable
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Record" from Airtable.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects Airtable and Microsoft Dynamics 365 CRM, automating your workflow.
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.
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Customer type
Required
Owner
Status
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Account
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Contact
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Case/Incident
Required
State
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Lead
Required
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Order
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Search By Email Only
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search
Find existing data in your app
State Code
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
For AI agents & developers
Use Airtable and Microsoft Dynamics 365 CRM with AI agents and code
Beyond Zap workflows. Call Airtable and Microsoft Dynamics 365 CRM actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Airtable and Microsoft Dynamics 365 CRM actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Comment to Record
Create Account
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Airtable and Microsoft Dynamics 365 CRM
Log engineering issues using Airtable from CRM cases
Whenever a new case/incident is created in Microsoft Dynamics 365 CRM, Zapier creates a corresponding record in Airtable. This helps engineering teams log technical issues in their preferred tracking tool while maintaining a connection to customer cases.
Sync new Airtable records with Dynamics CRM accounts
When a new record is added in Airtable, Zapier creates a corresponding account in Microsoft Dynamics 365 CRM, reducing manual data entry for IT teams and ensuring the information is synchronized across tools.
When a new opportunity is created in Microsoft Dynamics 365 CRM, Zapier updates Airtable with the details. This ensures project managers can monitor new deals and manage project resources effectively.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Make work flow with AI
Level up your Airtable to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Airtable + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Airtable and Microsoft Dynamics 365 CRM
How do I begin integrating Airtable with Microsoft Dynamics 365 CRM?
To start integrating Airtable with Microsoft Dynamics 365 CRM, you need access to both platforms and familiarity with their basic functions. Once set up, you can use our integration platform to create automated workflows called 'Zaps' that include a trigger from Airtable and corresponding actions in Dynamics 365.
What triggers are available for Airtable when integrating with Microsoft Dynamics 365?
When you integrate Airtable with Microsoft Dynamics 365, common triggers include 'New Record' in a specified view or table and 'Updated Record' based on specific fields. These triggers help automate moving data from Airtable into your CRM seamlessly.
Can I update records in Microsoft Dynamics 365 CRM from changes in Airtable?
Yes, by using our platform's automation tools, any updates made in Airtable can trigger an action to update corresponding records in Microsoft Dynamics 365 CRM. For example, an update to a customer's status in Airtable could automatically revise their profile information within the CRM.
Are there actions available for creating new records in Microsoft Dynamics from Airtable entries?
Indeed, integrations allow for actions where new records created in Airtable can lead to the generation of new entities or records within Microsoft Dynamics 365. This process helps maintain consistency across both platforms with minimal manual input.
What should I do if there's an error during the integration process?
If errors occur during the integration between Airtable and Microsoft Dynamics 365 CRM, first check connection settings and authentication details. Our support resources provide guidance on troubleshooting steps specific to connectivity issues or misconfigured actions and triggers.
Is it possible to integrate attachments from Airtable into Microsoft Dynamics?
Yes, when setting up your trigger-action conditions within our platform, you can specify that attachments linked to records in Airtable be carried over as part of their respective entries within Microsoft Dynamics.
Can I automate notifications between these two platforms based on data changes?
Absolutely, automated notifications can be established as part of your workflow when certain conditions are met. For instance, upon a new record creation or field update in either system, automatic email alerts or task assignments can be triggered across teams.
About Airtable
Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
