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Connect Microsoft Dynamics 365 CRM and Salesforce to power AI-driven automation

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Start with a template that brings Microsoft Dynamics 365 CRM and Salesforce together. Build enterprise-grade automation in minutes.

Our most popular template

Create Salesforce leads from new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Salesforce
Update Salesforce leads with new campaigns when Microsoft Dynamics 365 CRM contacts are modified
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Microsoft Dynamics 365 CRM + Salesforce
Create and update Salesforce records from new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Salesforce
Create Salesforce contacts from new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Salesforce
Add new Microsoft Dynamics 365 CRM leads to Salesforce campaign as contacts
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Microsoft Dynamics 365 CRM + Salesforce
Update Salesforce leads when Microsoft Dynamics 365 CRM contacts are updated
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Microsoft Dynamics 365 CRM + Salesforce

Create Salesforce leads from new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Salesforce

Update Salesforce leads with new campaigns when Microsoft Dynamics 365 CRM contacts are modified

Microsoft Dynamics 365 CRM + Salesforce

Create and update Salesforce records from new Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + Salesforce

Create Salesforce contacts from new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Salesforce

Add new Microsoft Dynamics 365 CRM leads to Salesforce campaign as contacts

Microsoft Dynamics 365 CRM + Salesforce

Update Salesforce leads when Microsoft Dynamics 365 CRM contacts are updated

Microsoft Dynamics 365 CRM + Salesforce

Create and update leads in Salesforce from new contacts in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Salesforce
Add new contacts from Microsoft Dynamics 365 CRM to Salesforce campaigns
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Microsoft Dynamics 365 CRM + Salesforce

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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.

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Help

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 "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.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- 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
- Owner
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
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Polling
Try It
- Campaign
  Required
- Contact
  Required
Action
Write
- Campaign
  Required
- Lead
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Opportunity
- Create new opportunity?
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- Note Title
  Required
- Note Content
  Required
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce Object
  Required
- Record ID
  Required
Action
Write
- Report
  Required
- Include details
- Number of custom filters
- Row groupings
- Column groupings
- Summary calculations
- Detail columns
- Sort order
- Report format
- Advanced report options
Action
Write
- Contact to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- SOSL Query
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Record ID
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or 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
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- 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
- Api_docs_info
- 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 Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History Object
  Required
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce Objects
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
Trigger
Polling
Try It
- Salesforce Object
  Required
- Record
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Path after /services/apexrest/
  Required
- HTTP method
  Required
- Query parameters
- Extra headers
- Request body
- Timeout
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
Action
Write
- Note Title
  Required
- Note
- Salesforce Object
  Required
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Flow
  Required
- Manual flow input parameters
Action
Write
- To
  Required
- CC
- BCC
- Subject
  Required
- Email Format
  Required
- Sender Type
  Required
Action
Write
- Lead to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Query Type
  Required
- Include Deleted Records
Action
Search
- Parent Object
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE clause
  Required
Action
Search
- Salesforce Object
  Required
- SOQL WHERE Clause
  Required
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

For AI agents & developers

Use Microsoft Dynamics 365 CRM and Salesforce with AI agents and code

Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and Salesforce actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Microsoft Dynamics 365 CRM and Salesforce actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Account
Add Contact to Campaign

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Dynamics 365 CRM and Salesforce 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 / salesforce action */ });

Run the SDK docs

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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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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 Management

Sync 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 Ops

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

Learn how to automate Salesforce on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Salesforce 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 + 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.

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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