Common Room + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts as Common Room members

Easily keep your Microsoft Dynamics 365 CRM contacts connected to your Common Room community with this seamless workflow. Whenever you add a new contact in Microsoft Dynamics 365 CRM, they will be automatically added as a member in the Common Room app. This helps simplify the process of inviting new members to your community, ensuring everyone stays updated and engaged.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Add Member From Third Party Source
Adds a member to your community.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
Try It

Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Custom Fields List
List of Custom Fields
Trigger
Scheduled
Try It
- Common Room Destination IDRequired
- Activity IDRequired
- Activity Title
- Activity Content
- Timestamp
- Activity URL
- Activity Tags
- User IDRequired
- Member Full Name
- Member First Name
- Member Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Member Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Member Tags
- Subsource Name
- Parent Activity ID
Action
Write
- Member Identifier TypeRequired
- Member IdentifierRequired
- NoteRequired
Action
Write
- Member Identifier TypeRequired
- Member IdentifierRequired
- TagsRequired
Action
Write
- Member Identifier TypeRequired
- Member IdentifierRequired
Action
Write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Segment Status List
List of Status for a Segment
Trigger
Scheduled
Try It
- Common Room Destination IDRequired
- User IDRequired
- Member Full Name
- Member First Name
- Member Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Member Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Member Tags
Action
Write
- NoteRequired
Action
Write
- Member Identifier TypeRequired
- Member IdentifierRequired
- Segment Status
Action
Write
- Common Room Destination IDRequired
- User IDRequired
- Custom FieldRequired
Action
Write

About Common Room

Common Room is the intelligent community growth platform that helps you deepen relationships, build better products, and drive business impact.

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Related categories

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more Help

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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Common Room + Microsoft Dynamics 365 CRM

Add new Microsoft Dynamics 365 CRM contacts as Common Room members

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Custom Fields List

Add Activity From Third Party Source

Common Room Destination IDRequired

Activity IDRequired

Activity Title

Activity Content

Timestamp

Activity URL

Activity Tags

User IDRequired

Member Full Name

Member First Name

Member Last Name

Username

Avatar

Bio

Email Address

LinkedIn Username

Github Username

Twitter Handle

Discord Username and Discriminator

Member Website

Role

Job Title

Organization Name

Organization Domain

Country

City