Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM Help & Support

  • How to Get Started with Microsoft Dynamics 365 CRM on Zapier
  • Popular Things to do with Microsoft Dynamics 365 CRM
  • Common Problems with Microsoft Dynamics 365 CRM on Zapier

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).dynamics.com 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

Popular Things to do with Microsoft Dynamics 365 CRM

Add new Facebook Lead Ad leads to Microsoft Dynamics CRM as contacts

Facebook Lead Ads + Microsoft Dynamics 365 CRM

Try It

Add new Contacts+ business cards to Microsoft Dynamics CRM as contacts

Contacts+ + Microsoft Dynamics 365 CRM

Create SendinBlue contacts from Microsoft Dynamics CRM contacts

Microsoft Dynamics 365 CRM + Sendinblue

Add new Formstack submissions as leads to Microsoft Dynamics CRM

Formstack + Microsoft Dynamics 365 CRM

Add new Formstack submissions to Microsoft Dynamics as leads

Formstack + Microsoft Dynamics 365 CRM

Update accounts in Microsoft Dynamics upon completing a submission with GoCanvas

GoCanvas + Microsoft Dynamics 365 CRM

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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