Iterable + Microsoft Dynamics 365 CRM

Update contacts in Microsoft Dynamics 365 CRM and track events in Iterable

Keep your marketing campaigns up-to-date with this automation that connects Microsoft Dynamics 365 CRM to Iterable. Whenever a contact is updated in Microsoft Dynamics 365 CRM, this workflow triggers and tracks the event in Iterable, ensuring your team stays informed and can make informed decisions in real-time for improved marketing strategies.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Track Event
Create a custom event. Iterable API events/track docs
ActionWrite

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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
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 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
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Event NameRequired
- Event ID
- Email
- User ID
- JSON data fields
- Creation date
- Campaign ID
- Template ID
Action
Write
- Email
- User Id
- Item IdRequired
- Item SKU
- Item description
- Item nameRequired
- Item priceRequired
- Quantity of itemRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

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
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Email
- User ID
- dataFields
- Merge nested objects?
Action
Write
- Email
- User Id
- Campaign ID
- Template ID
- TotalRequired
- Purchase Id
- Item IdRequired
- Item SKU
- Item description
- Item nameRequired
- Item priceRequired
- Quantity of itemRequired
- Data fields
Action
Write
- Email
- User ID
- dataFields
- Merge nested objects?
Action
Write

About Iterable

Iterable is the growth marketing platform that empowers you to deliver completely seamless, personalized customer experiences.

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Related categories

Email Newsletters

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

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Iterable + Microsoft Dynamics 365 CRM

Update contacts in Microsoft Dynamics 365 CRM and track events in Iterable

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

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

Find Campaign Response

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)

Find or Create Opportunity

Info

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

Track Event

Event NameRequired

Event ID

Email

User ID

JSON data fields

Creation date

Campaign ID

Template ID

Update a User's Shopping Cart Items

Email

User Id

Item IdRequired

Item SKU

Item description

Item nameRequired

Item priceRequired

Quantity of itemRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status