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Quickly connect Microsoft Dynamics 365 CRM to Odoo CRM with a Zapier template.

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Create new Odoo CRM leads from Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Odoo CRM

Create new Odoo CRM leads from Microsoft Dynamics 365 CRM contacts

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Microsoft Dynamics 365 CRM + Odoo CRM

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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Odoo CRM - 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 "Create Lead" in Odoo CRM.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and Odoo CRM, 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
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- Custom Entity
  Required
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- Info
Trigger
Polling
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- 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
Create Lead
Creates a lead.
Action
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
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- 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
New Lead
Triggers on a new lead.
Trigger
Polling
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Connect Microsoft Dynamics 365 CRM and Odoo CRM 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 Odoo CRM on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Odoo CRM 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 + Odoo CRM 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 Odoo CRM

What are the basic steps to integrate Microsoft Dynamics 365 CRM with Odoo CRM?

Begin by setting up user accounts and permissions on both platforms. Then, utilize our integration tools to map fields between Microsoft Dynamics 365 CRM and Odoo CRM. You can configure triggers such as 'New Contact' in Dynamics and actions like 'Create Customer' in Odoo.

Can I customize which data fields are transferred between the two CRMs?

Yes, our integration allows you to select and map specific fields, ensuring that only relevant information is shared between Microsoft Dynamics 365 CRM and Odoo CRM during synchronization.

How often is data synchronized between Microsoft Dynamics 365 CRM and Odoo CRM?

The synchronization frequency can be configured based on your needs, ranging from real-time updates to periodic syncing at predefined intervals.

What happens if there is an error during the synchronization process?

Our system logs any errors encountered during synchronization, providing detailed reports for troubleshooting. You can set up alerts for immediate notification when an error occurs between the two systems.

Are there any limitations on the number of triggers or actions I can create in the integration?

While we offer a robust platform supporting numerous triggers and actions, some plan limitations may exist. It’s advisable to review your plan details for specific limits.

Can I synchronize historical data when first setting up the integration?

Yes, it is possible to import historical data from Microsoft Dynamics 365 CRM into Odoo CRM. You will need to configure this option during the initial setup phase of the integration process.

How do I handle duplicate entries after integrating Microsoft Dynamics 365 with Odoo?

You can opt for automatic duplicate detection features that prevent record duplication by matching specific field values like email or phone numbers across both platforms.

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 Odoo CRM

Odoo is a powerful open source platform with dozens of apps to help you grow your business. Available apps range from CRM to eCommerce, and from accounting to manufacturing and project management. This Odoo CRM integration allows users to connect Odoo's CRM product to other apps. This integration works with instances that are cloud hosted at "odoo.com."

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Connect Microsoft Dynamics 365 CRM and Odoo CRM to unlock the power of automation

Set up your first integration

Create new Odoo CRM leads from Microsoft Dynamics 365 CRM contacts

Create new Odoo CRM leads from Microsoft Dynamics 365 CRM contacts

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 Odoo CRM 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 Odoo CRM on the Zapier blog

5 ways to automate Odoo CRM

Make work flow with AI

Frequently Asked Questions about Microsoft Dynamics 365 CRM + Odoo CRM integrations

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