Connect Microsoft Dynamics 365 CRM and RD Station to power AI-driven automation
- No-code AI automation
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Launch your first automated workflow
Start with a template that brings Microsoft Dynamics 365 CRM and RD Station together. Build enterprise-grade automation in minutes.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with RD Station - no code necessary. See how you can get setup in minutes.
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 "Conversion Event" in RD Station.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and RD Station, 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.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
For AI agents & developers
Use Microsoft Dynamics 365 CRM and RD Station with AI agents and code
Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and RD Station actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
Connect via Zapier MCP
Expose Microsoft Dynamics 365 CRM and RD Station actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
Call from code with the Zapier SDK
Trigger Microsoft Dynamics 365 CRM and RD Station 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 / rd-station action */ });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.
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The average user takes less than 6 minutes to set up a Zap
Connect Microsoft Dynamics 365 CRM and RD Station 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
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
Learn how to automate RD Station on the Zapier blog
Make work flow with AI
Frequently Asked Questions about Microsoft Dynamics 365 CRM + RD Station 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 RD Station
What initial setup is required to integrate Microsoft Dynamics 365 CRM with RD Station?
To start the integration, you'll need to have accounts on both Microsoft Dynamics 365 CRM and RD Station. In our platform, you'll set up a zap by selecting Microsoft Dynamics 365 CRM as the trigger app and RD Station as the action app, specifying the desired actions.
Can I automate lead creation in Microsoft Dynamics 365 when a new contact is added in RD Station?
Yes, you can automate the process by setting up a zap where the trigger is 'New Contact' in RD Station, followed by an action to 'Create Lead' in Microsoft Dynamics 365 CRM.
How can I handle data mapping between fields during integration?
During the setup of your automation, we facilitate field mapping between Microsoft Dynamics 365 CRM and RD Station so you can ensure that data from each field in one system is accurately transferred to another system's corresponding field.
Is it possible to update a contact in RD Station when there's an update in Microsoft Dynamics 365 CRM?
Absolutely. You can set up a zap that triggers on 'Updated Record' in Microsoft Dynamics 365 CRM and then updates the corresponding contact in RD Station.
What kind of data can be synchronized between these two platforms?
Typically, you can sync contacts, leads, customer information, and sales activities between Microsoft Dynamics 365 CRM and RD Station. Specific fields available for synchronization may vary based on how you configure your zaps.
How frequently does data transfer occur between Microsoft Dynamics 365 CRM and RD Station?
Data transfer frequency depends on how often your zaps are triggered. We handle real-time sync whenever triggers occur if you have set them up correctly using instant trigger events.
Do I need programming skills to set up this integration?
No programming skills are required. Our platform offers a user-friendly interface that allows you to create custom automations between Microsoft Dynamics 365 CRM and RD Station using simple trigger-action workflows.
