Microsoft Dynamics 365 CRM + Microsoft Excel + Shopify Integrations

How to connect Microsoft Dynamics 365 CRM + Microsoft Excel + Shopify

Zapier lets you send info between Microsoft Dynamics 365 CRM and Microsoft Excel and Shopify automatically—no code required. With 6,000+ supported apps, the possibilities are endless.

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Do even more with Microsoft Dynamics 365 CRM + Microsoft Excel + Shopify

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Dynamics 365 CRM, Microsoft Excel, and Shopify. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
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 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
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Trigger Column
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- TableRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- RowRequired
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search or write
- BlogRequired
Trigger
Scheduled
Try It
Customer Account Enabled
Triggers when a customer account is enabled.
Trigger
Instant
Try It
New Cancelled Order
Triggers whenever a order is "cancelled" (with line item support).
Trigger
Scheduled
Try It
New Order
Triggers when an order is created (with line item support).
Trigger
Instant
Try It
New Product
Triggers when a new product is added to your Shopify store.
Trigger
Scheduled
Try It
Updated Customer
Triggers when a customer's information is updated.
Trigger
Instant
Try It
- BlogRequired
- TitleRequired
- Author NameRequired
- ContentRequired
- Featured Image URL
- Excerpt/Summary
- Tags
- Is Published?
Action
Write
- Email
- Product
- Product Variant
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
Action
Write
- Email
- Product
- Product Variant
- Product Quantity
- Product Title
- Product Price
- Weight in Grams
- Note
- Discount - Type
- Discount - Amount
- Discount - Code
- Additional Details
- Tags
- Shipping Address - First name
- Shipping Address - Last name
- Shipping Address - Company
- Shipping Address - Phone
- Shipping Address - Address
- Shipping Address - Address con't
- Shipping Address - City
- Shipping Address - Country
- Shipping Address - State/Province/Region
- Shipping Address - Postal/Zip code
- Billing Address - First name
- Billing Address - Last name
- Billing Address - Company
- Billing Address - Phone
- Billing Address - Address
- Billing Address - Address con't
- Billing Address - City
- Billing Address - Country
- Billing Address - State/Province/Region
- Billing Address - Postal/Zip code
- Send Receipt
- Send Fulfillment Receipt
- Location
- Inventory Behavior
- Financial Status
- Fulfillment Status
- Code
- Title
- Price
- Discounted Price
- Source
- Source Name
Action
Write
- ProductRequired
- TitleRequired
- Price
- Compare at Price
- SKU
- Inventory Policy
Action
Write
- ProductRequired
- Title
- Product Type
- Vendor
- Product Description
- Tags
- Price
- Images
- SKU
- Is Published?
- Publish to Point of Sale
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Name
- Email
Action
Search
- ProductRequired
- Product Variant TitleRequired
- Exact MatchRequired
Action
Search
- Product TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
- Tags
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU
- Is Published?
- Publish to Point of Sale
Action
Search or write
- ProductRequired
- TitleRequired
- Exact MatchRequired
- Price
- Compare at Price
- SKU
- Inventory Policy
Action
Search or write

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
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
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Trigger
Scheduled
Try It
- Storage Source
- Folder
- SpreadsheetRequired
Trigger
Scheduled
Try It
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
Action
Write
- Storage Source
- Folder
- TitleRequired
- Column Headers
- Zap Step Id
Action
Write
- Storage Source
- FolderRequired
- SpreadsheetRequired
- WorksheetRequired
- Lookup ColumnRequired
- Lookup ValueRequired
Action
Search
New Blog
Triggers when a new blog is added to your Shopify store.
Trigger
Scheduled
Try It
New Customer
Triggers when a new customer is added to your Shopify account.
Trigger
Scheduled
Try It
- Abandoned Cart Age (Hours)Required
Trigger
Scheduled
Try It
New Draft Order
Triggers when a new draft order is created
Trigger
Instant
Try It
New Paid Order
Triggers when an order is paid (with line item support).
Trigger
Instant
Try It
New Tag Added to Customer
Triggers when a new tag is added to a customer.
Trigger
Scheduled
Try It
Updated Order
Triggers when an order is updated (with line item support).
Trigger
Instant
Try It
- First NameRequired
- Last NameRequired
- Email AddressRequired
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Send E-Mail Invite
Action
Write
- LocationRequired
- ProductRequired
- Product VariantRequired
- Adjust Quantity By
- Set Quantity To
Action
Write
- TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
- Tags
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU
- Is Published?
- Publish to Point of Sale
Action
Write
- CustomerRequired
- First Name
- Last Name
- Email Address
- Tags
- Phone Number
- Note
- Tax Exempt
- Accepts Marketing
Action
Write
- ProductRequired
- Product VariantRequired
- Title
- Price
- Compare at Price
- SKU
Action
Write
Get specific order by ID (Custom Action)
Get details of an order using Order ID
Action
Write
- Product TitleRequired
Action
Search
- Name
- Email AddressRequired
- First NameRequired
- Last NameRequired
- Company Name
- Street Address
- Street Address Line 2
- City
- State
- State/Province Code
- Country
- Zip Code
- Phone
- Tags
- Note
- Accepts Marketing
- Tax Exempt
- Send E-Mail Invite
Action
Search or write
- Product TitleRequired
- Product TypeRequired
- VendorRequired
- Product Description
- Tags
- Published At
- Price
- Inventory Policy
- Image URL
- More Image URLs
- SKU
- Is Published?
- Publish to Point of Sale
Action
Search or write

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How Microsoft Dynamics 365 CRM + Microsoft Excel + Shopify Integrations Work

Step 1: Authenticate Microsoft Dynamics 365 CRM, Microsoft Excel, and Shopify.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Microsoft Dynamics 365 CRM + Microsoft Excel + Shopify

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

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.

Help

Related categories

Similar apps

OneDrive

File Management & Storage, Microsoft

Smartsheet

Spreadsheets

Quip

Documents

About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.

Learn more Help

Related categories

eCommerce

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Microsoft Dynamics 365 CRM + Microsoft Excel + Shopify Integrations

How to connect Microsoft Dynamics 365 CRM + Microsoft Excel + Shopify

Do even more with Microsoft Dynamics 365 CRM + Microsoft Excel + Shopify

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

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)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Row in Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Updated Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Trigger Column

Add Row to Table

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

TableRequired

Update Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

RowRequired

Find or Create Row

Storage Source

FolderRequired

SpreadsheetRequired

WorksheetRequired

Lookup ColumnRequired

Lookup ValueRequired

New Blog Entry

BlogRequired

Customer Account Enabled

New Cancelled Order

New Order

New Product

Updated Customer

Create Blog Entry