Connect Airtable and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect Airtable to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
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.
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.
- BaseRequired
- TableRequired
- Limit to View
- Include attachment content
Try ItTriggerPolling- BaseRequired
- TableRequired
- RecordRequired
- CommentRequired
ActionWrite- CacheCopy
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- TableRequired
ActionWrite- BaseRequired
- TableRequired
- Help Text
- Primary lookup fieldRequired
- Secondary lookup field
ActionWrite
- Help Text
- BaseRequired
- TableRequired
- Last modified time columnRequired
- Limit to view
- Include file contents?
Try ItTriggerPolling- BaseRequired
- TableRequired
ActionWrite- NameRequired
- Workspace IDRequired
- Number of TablesRequired
ActionWrite- BaseRequired
- Table NameRequired
- Table Description
- Primary Field Name
- Primary Field Type
ActionWrite
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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.
Engineering
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.
IT
Track new deals in Airtable for project tracking
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.
Project ManagementLearn how to automate Airtable on the Zapier blog
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
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.
