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

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Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM
1. Choose trigger event
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Notion
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Notion
2. Choose action
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1. Select the event
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Microsoft Dynamics 365 CRM
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 "Add Block to Page" in Notion.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and Notion, 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.

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
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    • Custom Entity
      Required
    Trigger
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    • Info
    Trigger
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Customers have created over 25 million Zaps on the platform

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Practical ways you can use Microsoft Dynamics 365 CRM and Notion

Track new customer cases in Notion.

When a new case or incident is created in Microsoft Dynamics 365 CRM, Zapier will automatically create a new database item in Notion. This keeps your development team informed of all open cases without needing to switch tools, improving issue tracking and prioritization.

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Organize new leads in Notion.

When a new lead is created in Microsoft Dynamics 365 CRM, Zapier will automatically generate a new entry in a dedicated Notion database. This ensures your marketing teams have instant access to new prospects in their central workspace, improving outreach speed and coordination.

Marketing & Marketing Ops

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

Learn how to automate Notion on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Notion integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Dynamics 365 CRM + Notion 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 Notion

How can I integrate Microsoft Dynamics 365 CRM with Notion?

The integration can be done using automated workflows that connect Microsoft Dynamics 365 CRM with Notion. We support various triggers such as new leads or updated records in Dynamics, which can lead to actions like creating pages or updating databases in Notion.

What are the common triggers for integrating Microsoft Dynamics 365 CRM with Notion?

Common triggers include new leads, updated contacts, and completed tasks in Microsoft Dynamics 365 CRM. These triggers can initiate corresponding actions in Notion, like creating a new database entry or updating an existing page.

Can we automate updates from Notion back to Microsoft Dynamics 365 CRM?

Yes, it's possible to set up automation so that changes made in Notion update specific fields or records back in Microsoft Dynamics 365 CRM. For instance, when a property is updated in a Notion database, it could trigger an update action for the respective record in Dynamics.

Do you support bi-directional sync between Microsoft Dynamics 365 CRM and Notion?

Currently, our integration primarily supports uni-directional synchronization, where data flows from Dynamics to Notion or vice versa based on defined triggers and actions. Bi-directional sync might require customized setup.

Are there any limitations on the data that can be transferred between Microsoft Dynamics 365 CRM and Notion?

Some limitations may apply based on data types supported by both platforms. For example, complex relational data structures might require separate handling as opposed to basic text or numeric fields.

What actions can be performed in Notion when integrating with Microsoft Dynamics 365 CRM?

Actions in Notion can include creating new pages from CRM inputs, updating databases with customer information from Dynamics entries, or archiving records as needed based on task completion triggers.

How do we handle authentication for connecting Microsoft Dynamics 365 CRM with Notion?

Our platform uses secure OAuth tokens to authenticate connections between your Microsoft Dynamics account and your Notion workspace. Users need authorized access permissions for both services during the initial setup.

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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About Notion
A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.
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