EveryAction + Microsoft Dynamics 365 CRM

Update and manage contacts in EveryAction when contacts get updated in Microsoft Dynamics 365 CRM

Keep your contacts consistently updated across your business platforms. With this workflow, any changes to a contact in Microsoft Dynamics 365 CRM will immediately reflect in the EveryAction app as well. This streamlined process ensures that all your customer information stays current and uniform, saving you the hassle of manual updates. Enjoy seamless data management and improved efficiency for your business operations.

When this happens...
Updated Contact
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Create or Update Contact
Attempts to find a matching contact and updates it. If a contact record is not found, it creates it.
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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
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)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
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
- VANID
- External ID Type
- External ID
- Activist CodesRequired
Action
Write
- VANID
- External ID Type
- External ID
- TagRequired
Action
Write
- VANID
- Contact External ID Type
- Contact External ID
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- VANID
- External ID Type
- External ID
- Survey QuestionsRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
- Contribution Copy
- DesignationRequired
- Date ReceivedRequired
- AmountRequired
- Source Code
- Payment MethodRequired
- StatusRequired
- Financial Batch
- Direct Marketing Code
- Notes
- Online Reference Number
- External Contribution ID Type
- External Contribution ID
Action
Write
- Online Actions FormRequired
Action
Write
- Search KeywordRequired
Action
Search
- Search KeywordRequired
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Search or write

- Info
Trigger
Scheduled
Try It
- Info
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
- Info
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
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)
- Search By Email Only
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)
- Search By Email Only
- 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)
- Owner
Action
Search or write
- VANID
- External ID Type
- External ID
- Activist Codes
- Survey Questions
Action
Write
- VANID
- External ID Type
- External ID
Action
Write
- VANID
- External ID Type
- External ID
- NoteRequired
- Note CategoryRequired
Action
Write
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Preferred Contact Method
- Email
- Email Type
- Subscription Status
- Ignore Invalid Email
- Phone Number
- International Dialing Prefix
- Phone Type
- Phone Extension
- Is Preferred Phone
- Phone Opt-In Status
- Phone Number 2
- International Dialing Prefix 2
- Phone Type 2
- Phone Extension 2
- Is Preferred Phone 2
- Phone Opt-In Status 2
- Ignore Invalid Phones
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Address Type
- Activist Codes
- Email Interests
- Note
- Note Category
Action
Write
- Batch NumberRequired
- Batch Name
- DesignationRequired
- Expected Contribution Count
- Expected Contribution Total Amount
Action
Write
- VANID
- External ID Type
- External ID
- EmailRequired
- Email Type
- Subscription Status
- Email Interests
Action
Write
- Min Match Req Copy
- Person Id Copy
- VANID
- External ID Type
- External ID
- Contact Mode
- Prefix
- First Name
- Middle Name
- Last Name
- Suffix
- Date of Birth
- Common Name
- Official Name
- Email
- Phone Number
- International Dialing Prefix
- Address Line 1
- Address Line 2
- Address Line 3
- City
- State or Province Code
- Postal Code
- Country Code
- Information to Return
Action
Search

About EveryAction

EveryAction provides nonprofits with customer relationship management, donor management, and fundraising software tools.

Learn more Help

Related categories

Contact Management

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)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

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

PRODUCTS

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EveryAction + Microsoft Dynamics 365 CRM

Update and manage contacts in EveryAction when contacts get updated in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Updated Case/Incident

Info

Updated Invoice

Info

Updated Lead

Info

Updated Opportunity

Info

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Invoice

Info

Owner

Create Opportunity

Info

Owner

Update Campaign Response

Update Custom Entity

Info

Custom Entity ActionRequired

Update Invoice

Info

InvoiceRequired

Update Opportunity

Info

OpportunityRequired

Find Account

Info

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

Search By Email Only

Find Custom Entity

Info

Custom EntityRequired

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

Search By Email Only

Find Campaign Response

State Code

Find Lead

Info

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

Find or Create Account

Info

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

Search By Email Only

Owner

Find or Create Custom Entity

Info

Custom EntityRequired

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

Search By Email Only

Find or Create Lead

Info

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

Owner

Add Activist Codes

VANID

External ID Type

External ID

Activist CodesRequired

Tag a Contact

VANID

External ID Type