Connect Microsoft Dynamics 365 CRM and Salesforce to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to Salesforce with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Salesforce - 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 "Add Contact to Campaign" in Salesforce.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Salesforce, 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
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Practical ways you can use Microsoft Dynamics 365 CRM and Salesforce
Log updated case details.
When a case/incident is updated in Microsoft Dynamics 365 CRM, Zapier updates the corresponding case details in Salesforce, helping engineers track issue changes without manual updates.
Engineering
Track new opportunities in project tools.
When a new opportunity is created in Salesforce, Zapier automatically adds it to Microsoft Dynamics 365 CRM as a new record, ensuring project managers can align sales pipeline updates with resource planning.
Project ManagementSync new leads across CRMs.
When a new lead is created in Microsoft Dynamics 365 CRM, Zapier automatically creates the lead in Salesforce, ensuring your sales team has consistent and up-to-date information across platforms.
Sales OpsLearn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Salesforce on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Salesforce 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 Salesforce
How can I integrate Microsoft Dynamics 365 CRM with Salesforce?
To integrate Microsoft Dynamics 365 CRM with Salesforce, you can use automation platforms like Zapier that allow connectivity between the two applications. You would typically set up a 'Zap' where an action in Dynamics 365, such as creating a new lead, triggers a corresponding action in Salesforce, like updating lead information.
What are common triggers for syncing data between Microsoft Dynamics 365 and Salesforce?
Common triggers for syncing data include new lead creation or update events in Dynamics 365. For instance, when a new contact is created or when a deal is updated in Microsoft Dynamics 365 CRM, these events can trigger updates or creations of corresponding records in Salesforce.
Can I customize the data fields being synced between Microsoft Dynamics 365 CRM and Salesforce?
Yes, we allow customization of the specific fields you wish to sync between Microsoft Dynamics 365 CRM and Salesforce. You can map fields according to your requirements so that specific data points update correctly across both platforms during integrations.
What actions can be automated when integrating Microsoft Dynamics 365 with Salesforce?
You can automate actions such as creating leads, contacts, or updating opportunities in one platform based on events from the other. For example, a closed deal in Dynamics 365 could automatically update an opportunity stage in Salesforce.
How often does the integration sync data between Microsoft Dynamics 365 and Salesforce?
The frequency of data sync depends on the settings you configure within our platform. Typically, integrations process data every five to fifteen minutes after trigger events occur, although custom settings might allow for different frequencies.
Are there any limitations to consider when synchronizing all customer data from Dynamics to Salesforce?
There might be limitations related to API call quotas set by either Microsoft's or Salesforce's platforms. These limitations could affect how much and how often data can be synchronized without hitting restrictions.
Is it possible to only sync specific types of records from Microsoft Dynamics 365 CRM to Salesforce?
Yes, you have the flexibility to filter which records are synced based on criteria you set. This means you can choose only certain record types or statuses from your Microsoft Dynamics CRM to be sent over to Salesforce.
