Kustomer + Microsoft Dynamics 365 CRM

Update Kustomer customers when Microsoft Dynamics 365 CRM contacts are updated

Keep your customer data up-to-date across platforms with this seamless workflow. When a contact is updated in Microsoft Dynamics 365 CRM, their corresponding customer information will be updated in the Kustomer app. This automation ensures your team always has access to the latest customer details, improving overall efficiency and customer interactions.

When this happens...
Contact Updated
Triggers when a contact has been updated.
TriggerScheduled
automatically do this!
Update Customer
Update an existing customer in Kustomer
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
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
Try It
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
Conversation Created
Triggers when a new conversation is created.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Message Created
Triggers when a new message is created.
Trigger
Instant
Try It
- Customer IDRequired
- Conversation Name
- Conversation Status
- External ID
Action
Write
- Conversation IDRequired
- Note Text
Action
Write
- Conversation IDRequired
- Conversation Status
- Conversation Name
- External ID
Action
Write
- Conversation ID
- Conversation External ID
- Customer ID
Action
Search
- Kustomer ID
- Email
Action
Search
- Email
- Phone #
- Kustomer ID
- External ID
- Name
- Type
- Email
- Type
- Phone Number
Action
Search or write

Account Updated
Triggers when an account is updated.
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 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
Conversation Updated
Triggers when a conversation is updated.
Trigger
Instant
Try It
Customer Updated
Triggers when a customer is updated.
Trigger
Instant
Try It
Message Updated
Triggers when a message is updated.
Trigger
Instant
Try It
- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- NameRequired
- Display Name
- EmailRequired
- User Type
- User RoleRequired
Action
Write
- IDRequired
- Name
- Type
- Email
- Type
- Phone Number
- External ID
Action
Write
- Email
- Phone #
- Kustomer ID
- External ID
Action
Search
- Conversation ID
- Conversation External ID
- Customer IDRequired
- Conversation Name
- Conversation Status
- External ID
Action
Search or write
- Kustomer ID
- EmailRequired
- NameRequired
- Display Name
- User Type
- User RoleRequired
Action
Search or write

About Kustomer

Kustomer is a powerful omnichannel customer service solution.

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Related categories

Customer Support

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

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Kustomer + Microsoft Dynamics 365 CRM

Update Kustomer customers when Microsoft Dynamics 365 CRM contacts are updated

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

Conversation Created

Customer Created

Message Created

Create Conversation

Customer IDRequired

Conversation Name

Conversation Status

External ID

Create Notes

Conversation IDRequired

Note Text

Update Conversation

Conversation IDRequired

Conversation Status

Conversation Name

External ID

Find Conversation

Conversation ID

Conversation External ID

Customer ID

Find User

Kustomer ID

Email

Find or Create Customer

Email

Phone #

Kustomer ID

External ID