Microsoft Dynamics 365 CRM Integrations
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Add Google Ads offline conversions for newly-updated Microsoft Dynamics 365 CRM opportunities
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Send offline conversion in Google Ads when an opportunity is updated in Microsoft Dynamics
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Microsoft Dynamics 365 CRM integration details
Revolutionize your CRM with Microsoft Dynamics 365. Dive deeper into analytics, improve customer relations, and automate your day-to-day tasks with this powerful Zapier integration.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
For builders
Let your AI safely access Microsoft Dynamics 365 CRM
Go beyond Zap workflows. Install Zapier in your AI to call Microsoft Dynamics 365 CRM actions directly from your agents—with governance built in. Authenticate once. Revoke access anytime.
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Act in Microsoft Dynamics 365 CRM from your AI—no exposed credentials, and you control which actions your AI can touch. One install covers 9,000+ other apps.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Work in code with the Zapier SDK
Expose Microsoft Dynamics 365 CRM actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a Microsoft Dynamics 365 CRM connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "microsoft-dynamics-crm", owner: "me" });
await zapier.runAction({
app: 'microsoft-dynamics-crm',
action: 'accountCreate',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
Microsoft Dynamics 365 CRM Help & Support
Common issues
Microsoft Dynamics 365 CRM Tutorials
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