Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM Help & Support

What Microsoft Dynamics 365 CRM Triggers and Actions are Supported?

Supported Triggers#

  • Opportunity Updated - Triggers when an opportunity has been updated.
  • Lead Updated - Triggers when a lead has been updated.
  • Contact Updated - Triggers when a contact has been updated.
  • New Account - Triggers when a new account is created.
  • New Opportunity - Triggers when a new opportunity is created.
  • New Contact - Triggers when a new contact is created.
  • New Lead - Triggers when a new lead is created.

Supported Searches#

  • Find Account - Finds an account by name.
  • Find Lead - Finds a lead by email address or other searchable field.
  • Find Opportunity - Finds an opportunity by subject or other searchable field
  • Find Contact - Finds a contact by email address or other searchable field.

Supported Actions#

  • Create Account - Creates a new account.
  • Update Lead - Updates a lead.
  • Create Contact - Creates a new contact.
  • Update Contact - Updates a contact.
  • Update Account - Updates an account.
  • Create Lead - Creates a new lead.
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How to Get Started with Microsoft Dynamics 365 CRM on Zapier

To get started with Microsoft Dynamics 365 CRM on Zapier, first you will need to click to connect your Microsoft Dynamics 365 CRM account to use with your Zap.

Click to connect Microsoft Dynamics CRM

Next, you will be asked to provide your domain of your CRM. This URL will be located in the browser's URL bar when you first log in. It should look like this: your-company.crm(optional-nr) Microsoft Dynamics Domain URL

You’ll now be asked to log into your Microsoft Dynamics 365 CRM account (unless you are already logged in).

Microsoft Dynamics 365 CRM Login

If all steps were successful your Microsoft Dynamics 365 CRM account will now be successfully connected.

Microsoft Dynamics 365CRM  connection successful

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Common Problems with Microsoft Dynamics 365 CRM on Zapier

Getting error on connecting to Dynamics#

  • Our integration works with the newest version Dynamics (v8 + v9 of the REST API). If you're using an older version of Dynamics, then unfortunately it will not be able to connect to Zapier. You'll need to upgrade your version of Dynamics.

  • We don't support self-hosted instances of Dynamics yet.

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

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