Connect Microsoft Dynamics 365 CRM and ChatGPT (OpenAI) to unlock the power of automation

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Quickly connect Microsoft Dynamics 365 CRM to ChatGPT (OpenAI) with a Zapier template.

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Create ChatGPT conversations for new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + ChatGPT (OpenAI)
Generate personalized images for new Microsoft CRM contacts with ChatGPT
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Microsoft Dynamics 365 CRM + ChatGPT (OpenAI)
Score Google Forms leads with ChatGPT and add to Microsoft Dynamics
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Google Forms + ChatGPT (OpenAI) + Microsoft Dynamics 365 CRM

Create ChatGPT conversations for new Microsoft Dynamics 365 CRM contacts

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Microsoft Dynamics 365 CRM + ChatGPT (OpenAI)

Generate personalized images for new Microsoft CRM contacts with ChatGPT

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Microsoft Dynamics 365 CRM + ChatGPT (OpenAI)

Score Google Forms leads with ChatGPT and add to Microsoft Dynamics

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Google Forms + ChatGPT (OpenAI) + Microsoft Dynamics 365 CRM

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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with ChatGPT (OpenAI) - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.

Add your action

An action happens after the trigger—such as "Analyze Images" in ChatGPT (OpenAI).

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and ChatGPT (OpenAI), automating your workflow.

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.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Message
- Image
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Info_1
- Max Tokens
- Model
  Required
- Temperature
Action
Write
- Copy
- Moderation Model
  Required
- Text to be classified
  Required
Action
Write
- Model
  Required
- User Message
  Required
- Instructions
- Memory Key
- Images
- File_clarification
- Files
- Max Tokens
- Tools
- Response Format
- Tool Choice
- Info_2
Action
Write
- Message
  Required
- Assistant
- Assistant_name
- Assistant_instructions
- Model
- Tools
- Conversation ID
- New Files
- Existing Files
- Response Instructions
Action
Write
- Name
- New Files
- Existing Files
- Metadata
Action
Write
- Unstructured Text
  Required
- Model
  Required
- Description
  Required
- Values to Extract
  Required
Action
Write
- Info_1
- Info_2
- Model
  Required
- Prompt
  Required
- Temperature
- Maximum Length
- Stop Sequences
- Top P
- Frequency Penalty
- Presence Penalty
Action
Write
- Info_1
- Info_2
- Model
  Required
- Text
  Required
- Voice
  Required
- Response_format
- Speed
Action
Write
- File
  Required
- Purpose
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Filename To Search For
  Required
- File_purpose_to_search_for
Action
Search
- Name_to_search_for
  Required
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Search or write

- Info
Trigger
Polling
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- Info
Trigger
Polling
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
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New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Message
- Images
  Required
- Max Tokens
Action
Write
- Text to Be Analyzed
  Required
- Model
  Required
- Analysis Type
  Required
- Info_1
Action
Write
- User Message
  Required
- Model
  Required
- Use Latest Stable Version
- Memory Key
- User Name
- Assistant Name
- Assistant Instructions
- Max Tokens
- Temperature
- Top P
- Info_2
Action
Write
- Text to Be Classified
  Required
- Categories
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Model
- Name
- Description
- Instructions
- Tools
- New Files
- Existing Files
- Vector Store
- Metadata
Action
Write
- File
  Required
- Prompt
- Response Format
- Language of the Audio
Action
Write
- Unstructured Text
  Required
- Model
  Required
- Description
  Required
- Values to Extract
  Required
Action
Write
- Prompt
  Required
- Model
- User
Action
Write
- Text to Be Summarized
  Required
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- File
  Required
- Prompt
- Response Format
- Temperature
Action
Write
- Recipient Name
  Required
- Recipient Email
  Required
- From Name
  Required
- Email Prompt
  Required
- Tone
  Required
- Body Type
  Required
- Info_3
- Model
  Required
- Max Tokens
- Temperature
- Top P
Action
Write
- Name_to_search_for
  Required
Action
Search
- Query
  Required
- Documents
  Required
Action
Search
- Filename To Search For
  Required
- File_purpose_to_search_for
- File
  Required
- Purpose
Action
Search or write

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Customers have created over 25 million Zaps on the platform

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Connect Microsoft Dynamics 365 CRM and ChatGPT (OpenAI) to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Learn how to automate ChatGPT (OpenAI) on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to ChatGPT (OpenAI) integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Microsoft Dynamics 365 CRM + ChatGPT (OpenAI) integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and ChatGPT (OpenAI)

Can I integrate Microsoft Dynamics 365 CRM with ChatGPT?

Yes, you can integrate Microsoft Dynamics 365 CRM with ChatGPT using our platform to streamline your CRM workflows and enhance customer interactions.

What triggers can initiate actions in ChatGPT when integrating with Microsoft Dynamics 365 CRM?

Triggers such as the creation of a new lead, updating a contact, or closing an opportunity in Microsoft Dynamics 365 CRM can initiate actions in ChatGPT.

What kinds of actions can be performed in Microsoft Dynamics 365 CRM when triggered by ChatGPT?

Actions like creating new records, updating customer information, or logging interactions can be performed in Microsoft Dynamics 365 CRM when triggered by a prompt from ChatGPT.

Do I need coding skills to set up the integration between Microsoft Dynamics 365 CRM and ChatGPT?

No, you do not need coding skills to set up the integration. Our intuitive interface allows for easy setup through defined triggers and actions without the need for programming.

Is there any limit on the number of triggers or actions I can configure between Microsoft Dynamics 365 CRM and ChatGPT?

There is no strict limit on the number of triggers or actions you can configure; however, we recommend optimizing these to ensure efficient workflow automation.

How secure is the data exchange when integrating Microsoft Dynamics 365 CRM with ChatGPT?

We prioritize data security by ensuring all information exchanged during integration is encrypted and adheres to industry-standard data protection protocols.

Can I receive real-time alerts from my Microsoft Dynamics 365 CRM environment via ChatGPT?

Yes, you can configure real-time alerts through defined triggers so that any significant events or updates in your Microsoft Dynamics 365 CRM are instantly reported via ChatGPT notifications.

About Microsoft Dynamics 365 CRM

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

Learn moreLearn moreHelpHelp

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About ChatGPT (OpenAI)

ChatGPT is an AI tool built by OpenAI that enables conversational automation.

Learn moreLearn moreHelpHelp

Related categories

AI Tools Artificial Intelligence Developer Tools

Connect Microsoft Dynamics 365 CRM and ChatGPT (OpenAI) to unlock the power of automation

Set up your first integration

Create ChatGPT conversations for new Microsoft Dynamics 365 CRM contacts

Generate personalized images for new Microsoft CRM contacts with ChatGPT

Score Google Forms leads with ChatGPT and add to Microsoft Dynamics

Create ChatGPT conversations for new Microsoft Dynamics 365 CRM contacts

Generate personalized images for new Microsoft CRM contacts with ChatGPT

Score Google Forms leads with ChatGPT and add to Microsoft Dynamics

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Microsoft Dynamics 365 CRM and ChatGPT (OpenAI) to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

6 ways to automate Microsoft Dynamics 365

Learn how to automate ChatGPT (OpenAI) on the Zapier blog

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Make work flow with AI

Frequently Asked Questions about Microsoft Dynamics 365 CRM + ChatGPT (OpenAI) integrations

Connect Microsoft Dynamics 365 CRM to ChatGPT (OpenAI) on the world's largest no-code automation platform