Skip to content
Log inSign up

Integrate Airtable with Microsoft Dynamics 365 CRM to automate your work

Google Logo Start with Google for free
Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
2. Choose an Action
The event an automation performs after it's triggered
Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

Select a trigger from Airtable

A trigger is an event that starts your Zap and runs the workflow. For example, with Airtable, a trigger could be "New Record."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Airtable to Microsoft Dynamics 365 CRM

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.
Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
G2 Badge - Leader Mid-Market - Winter 2024

93%

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

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

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.
Learn about AI automation
Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

Connect Airtable 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.

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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.

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

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
Start here
arrow pointing down
Start here
arrow pointing down
Choose an Action

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.

    • Base
      Required
    • Table
      Required
    • Limit to View
    • Include file contents?
    Trigger
    Scheduled
    Try It
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Lookup Field
      Required
    • Secondary Lookup Field
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Help Text
    • Which timestamp field should this Zap use to check for updates?
      Required
    • Limit to View
    • Include file contents?
    Trigger
    Scheduled
    Try It
    • CacheCopy
    • Base
      Required
    • Table
      Required
    Action
    Write
    • Base
      Required
    • Table
      Required
    • Record
      Required
    Action
    Write
    • HTTP Method
      Required
    • URL
      Required
    • Query String Parameters
    • Headers
    • Additional Request Headers
    • Body
    Action
    Write

Learn how to automate Airtable on the Zapier blog

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

airtable logo
airtable logo
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.
Learn moreHelp
Related categories
  • Databases
Similar apps
Quickbase integrationsQuickbase integrations
  • Quickbase
    • Databases
    Zoho Creator integrationsZoho Creator integrations
  • Zoho Creator
    • App Builder, Zoho
    Smartsheet integrationsSmartsheet integrations
  • Smartsheet
    • Spreadsheets
    microsoft-dynamics-crm logo
    microsoft-dynamics-crm logo
    About Microsoft Dynamics 365 CRM
    Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
    Learn moreHelp
    Related categories
    • CRM (Customer Relationship Management)
    • Microsoft
    Similar apps
    Pipedrive integrationsPipedrive integrations
  • Pipedrive
    • CRM (Customer Relationship Management)
    Insightly integrationsInsightly integrations
  • Insightly
    • CRM (Customer Relationship Management)
    Zapier Interfaces integrationsZapier Interfaces integrations
  • Zapier Interfaces
    • App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

    Connect Airtable to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform

    Google Logo Sign up with Google