Microsoft Dynamics 365 CRM + QuickBooks Commerce

Create new QuickBooks Commerce companies from Microsoft Dynamics 365 CRM contacts

Effortlessly manage customer data between your Microsoft Dynamics 365 CRM and QuickBooks Commerce with this streamlined workflow. When a new contact is added in Microsoft Dynamics 365 CRM, their information will be used to create a company in QuickBooks Commerce, keeping your records organized and up-to-date. Save time and eliminate manual data entry, allowing you to focus on growing your business relationships.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create Company
Triggers when a new company is created.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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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
- Filter Relationship Type
Trigger
Instant
Try It
New Fulfillment
Triggers when a sales order is (fully or partially) packed and a new fulfillment is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
Order Fulfilled
Triggers when an order has been completely fulfilled.
Trigger
Instant
Try It
- Company NameRequired
- Company TypeRequired
- Company Code
- Tax Number
- Phone Number
- Fax Number
- Website
- Email Address
- Description
- Tags
- Assigned To
- Default Price List
- Default Tax Type
- Default Stock Location
- Default Branding Theme
- Default Discount Rate
Action
Write
- Order Number
- Status
- Reference Number
- CustomerRequired
- Shipping AddressRequired
- Billing Address
- Assignee
- Stock Location
- Currency
- Default Price List
- Email
- Phone Number
- Issued At
- Ship At
- Tax Treatment
- Tags
- Notes
- Order Source URL
- Variant SKURequired
- QuantityRequired
- Price
- Discount (%)
- Extra Note
- Tax Type Code
- Tax Rate Override (%)
- Has Freeform Line Items
Action
Write
- Company Name
- Company Code
- Company Email
- Filter Relationship Type
Action
Search
- CompanyRequired
- First Name
- Last Name
- Company Name
- Address Line 1Required
- Address Line 2
- City
- Country
- Zipcode
- Address LabelRequired
- Suburb
- State
- Email Address
- Phone Number
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
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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
New Address
Triggers when a new address is created.
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
Order Finalized
Triggers when an order has been marked as finalized.
Trigger
Instant
Try It
- CompanyRequired
- Address LabelRequired
- First Name
- Last Name
- Company Name
- Address Line 1Required
- Address Line 2
- Suburb
- City
- State
- Country
- Zipcode
- Email Address
- Phone Number
Action
Write
- CompanyRequired
- First NameRequired
- Last Name
- EmailRequired
- Phone Number
- Mobile
- Fax
- Notes
- Invite to your B2B eCommerce Portal?
Action
Write
- CompanyRequired
- First Name
- Last Name
- Company Name
- Address 1
- Address 2
- City
- Country
- Zip Code
Action
Search
- Order Number
- Reference Number
Action
Search
- Company NameRequired
- Company Code
- Email Address
- Filter Relationship TypeRequired
- Tax Number
- Phone Number
- Fax Number
- Website
- Description
- Tags
- Assigned To
- Default Price List
- Default Tax Type
- Default Stock Location
- Default Branding Theme
- Default Discount Rate
Action
Search or write

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

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Zapier Interfaces

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About QuickBooks Commerce

Manage your multi-channel and wholesale business in one place with QuickBooks Commerce. Increase operational efficiency with supply chain, reporting, and accounting automation.

Help

Related categories

eCommerce

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Microsoft Dynamics 365 CRM + QuickBooks Commerce

Create new QuickBooks Commerce companies from Microsoft Dynamics 365 CRM contacts

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 Company

Filter Relationship Type

New Fulfillment

New Order

Order Fulfilled

Create Company

Company NameRequired

Company TypeRequired

Company Code

Tax Number

Phone Number

Fax Number

Website

Email Address

Description

Tags

Assigned To

Default Price List

Default Tax Type

Default Stock Location

Default Branding Theme

Default Discount Rate

Create Order

Order Number

Status

Reference Number

CustomerRequired

Shipping AddressRequired

Billing Address

Assignee

Stock Location

Currency

Default Price List

Email

Phone Number

Issued At

Ship At

Tax Treatment

Tags

Notes