Skip to content

Connect Microsoft Dynamics 365 CRM and monday.com to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Get started free

Integrate for free

Start with Google for free

Launch your first automated workflow

Start with a template that brings Microsoft Dynamics 365 CRM and monday.com together. Build enterprise-grade automation in minutes.

Our most popular template

Create group positions in monday.com for new leads in Microsoft Dynamics 365 CRM
Premium
Details
Try it
Microsoft Dynamics 365 CRM + monday.com
Archive items in monday.com when new contacts are added to Microsoft Dynamics 365 CRM
Premium
Details
Try it
Microsoft Dynamics 365 CRM + monday.com
Create updates in monday.com for new contacts in Microsoft Dynamics 365 CRM
Premium
Details
Try it
Microsoft Dynamics 365 CRM + monday.com
Update group positions in monday.com when contacts are updated in Microsoft Dynamics 365 CRM
Premium
Details
Try it
Microsoft Dynamics 365 CRM + monday.com
Add new Microsoft Dynamics 365 CRM contacts to archive boards in monday.com
Premium
Details
Try it
Microsoft Dynamics 365 CRM + monday.com
Update monday.com item names when new contacts are added in Microsoft Dynamics 365 CRM
Premium
Details
Try it
Microsoft Dynamics 365 CRM + monday.com

Create group positions in monday.com for new leads in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + monday.com

Archive items in monday.com when new contacts are added to Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + monday.com

Create updates in monday.com for new contacts in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + monday.com

Update group positions in monday.com when contacts are updated in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + monday.com

Add new Microsoft Dynamics 365 CRM contacts to archive boards in monday.com

Microsoft Dynamics 365 CRM + monday.com

Update monday.com item names when new contacts are added in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + monday.com

Create items in monday.com for new leads in Microsoft Dynamics 365 CRM
Premium
Details
Try it
Microsoft Dynamics 365 CRM + monday.com
Create updates in monday.com from new leads in Microsoft Dynamics 365 CRM
Premium
Details
Try it
Microsoft Dynamics 365 CRM + monday.com

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

How Zapier works

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

100%

Help

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 "Archive Board" in monday.com.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and monday.com, 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
Try It
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
- Owner
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
- Formula_columns_notice
- Item_created_in_board_copy
- Board ID
  Required
Trigger
Instant
Try It
New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Formula_columns_notice
- Board ID
  Required
- Column IDs
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
New User
Triggers when a new user joins your monday.com account.
Trigger
Polling
Try It
- Board ID
  Required
- Group ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- New Item Name Value
  Required
Action
Write
- Board Name
  Required
- Board Kind
  Required
- Template Id
- Workspace Id
Action
Write
- Board ID
  Required
- Group Name
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item Name
  Required
- Subitem Name
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
Action
Write
- Board ID
  Required
- Group ID
  Required
- New Group Title
- Should add group to top?
Action
Write
- Formula_columns_notice
- Board
  Required
- Item
  Required
- Group
  Required
Action
Write
- Board ID
  Required
- Item ID
  Required
- Column
  Required
- File
  Required
- File Name
  Required
Action
Write
- Formula_columns_notice
- Board
  Required
- Column to Search
  Required
- Include Subitems?
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Column
Action
Search
- Board ID
  Required
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
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
- Api_docs_info
- 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
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Group Names to trigger on
Trigger
Instant
Try It
- Board ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
- Column ID
  Required
Trigger
Instant
Try It
- Formula_columns_notice
- Board ID
  Required
Trigger
Instant
Try It
- Board ID
  Required
Action
Write
- Item ID
  Required
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Override empty fields
Action
Write
- Board ID
  Required
- Column Title
  Required
- Column Type
  Required
Action
Write
- Board ID
  Required
- Group ID
- Item Name
  Required
- Subitem Name
Action
Write
- Item ID
  Required
- Body
  Required
- Parent Update ID
- User Mentions
- Team Mentions
- Include team mentions in body
- Board Mentions
- Project Mentions
Action
Write
- Item ID
  Required
Action
Write
- Board
  Required
- Item
  Required
- Include Updates?
Action
Write
- Formula_columns_notice
- Board ID
  Required
- Item ID
  Required
- Subitem ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Formula_columns_notice
- Board
- Item
  Required
Action
Search
- Formula_columns_notice
- Board ID
  Required
Action
Search
- Board ID
  Required
- Item ID
  Required
- Column
  Required
Action
Search
- Board ID
  Required
- User :
  Required
Action
Search

For AI agents & developers

Use Microsoft Dynamics 365 CRM and monday.com with AI agents and code

Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and monday.com actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Dynamics 365 CRM and monday.com actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Account
Archive Board

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Dynamics 365 CRM and monday.com actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* microsoft-dynamics-crm / monday action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Microsoft Dynamics 365 CRM and monday.com

Monitor updated cases in task boards.

When a case is updated in Microsoft Dynamics 365 CRM, Zapier creates or updates an item on a monday.com board. Engineers can keep track of important case details and prioritize their workload effectively, leading to improved team coordination.

Engineering

Sync custom entities to project boards.

When a new custom entity is created in Microsoft Dynamics 365 CRM, Zapier will automatically create a new item in monday.com on a specific board. This ensures the IT team has a clear view of all new system implementations or other tracked activities, saving time and improving data visibility.

IT

Track opportunities in project boards.

When a new opportunity is created in Microsoft Dynamics 365 CRM, Zapier automatically adds an item to a selected monday.com board. This gives marketers visibility into potential clients and project preparations, enabling better campaign alignment and lead tracking.

Marketing & Marketing Ops

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

Learn how to automate monday.com on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to monday.com 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 + monday.com 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 monday.com

How does the integration between Microsoft Dynamics 365 CRM and monday.com work?

Our integration connects Microsoft Dynamics 365 CRM with monday.com through predefined triggers and actions, allowing information to be seamlessly transferred without manual input. For example, when a new lead is created in Dynamics 365 (trigger), a matching item can be automatically created in monday.com (action). This ensures real-time updates and synchronization between both platforms.

What are some common triggers available with this integration?

We provide several common triggers for integration, such as 'New Lead Created', 'Opportunity Won', 'Account Updated', and more in Microsoft Dynamics 365 CRM that can prompt actions in monday.com. These triggers help automate workflows by responding immediately to changes within your CRM.

What are some of the actions that can be executed in monday.com upon a trigger from Dynamics 365?

Actions in monday.com include creating or updating items, changing status columns, sending notifications to team members, and adding comments. These actions get executed as an automatic response to specific events captured by triggers from Microsoft Dynamics 365 CRM.

Is it possible to customize the fields mapped between Microsoft Dynamics 365 CRM and monday.com?

Yes, we offer customization options to map specific fields between Dynamics 365 CRM and monday.com according to your workflow requirements. This allows you to tailor the integration logic based on your business needs.

How often does the data sync occur between these two platforms?

The data sync between Microsoft Dynamics 365 CRM and monday.com occurs in real time. Once a trigger event happens, relevant data is sent instantly from one application to the other through our automated workflow process.

Can I track progress directly within both systems after integrating them?

Certainly! Post-integration, any updates made within projects or tasks are reflected immediately across both Microsoft Dynamics 365 CRM and monday.com. This facilitates efficient tracking of project progress without needing additional manual updates on either platform.

Do I need any technical expertise to set up this integration?

No technical expertise is required for setting up the integration. The process involves selecting desired triggers and actions from our user-friendly interface, mapping fields if necessary, hence making it accessible even for users with limited technical background.

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

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

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

Project Management

Similar apps

Trello

Project Management

Asana

Project Management

Insightly

CRM (Customer Relationship Management)

Connect Microsoft Dynamics 365 CRM to monday.com on the world's largest no-code automation platform

Sign up with Google