Microsoft Dynamics 365 CRM + Scoro

Create or update Scoro companies from new Microsoft Dynamics 365 CRM contacts

Effortlessly maintain your client data across platforms with this automation workflow. When a new contact is added to Microsoft Dynamics 365 CRM, the workflow will create or update the corresponding company details in Scoro, ensuring your customer information remains consistent and up-to-date on both platforms. Save time and streamline your CRM management with this seamless integration.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create or Update Company
Creates a new company or updates an existing one.
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
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
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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
New Bill
Triggers when a new bill is created.
Trigger
Instant
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New Calendar Event
Triggers when a new calendar event is created.
Trigger
Instant
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New Company
Triggers when a new company is created.
Trigger
Instant
Try It
New or Updated Expense
Triggers when an expense is created or modified.
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Instant
Try It
New Order
Triggers when a new order is created.
Trigger
Instant
Try It
New Person
Triggers when a new person is created.
Trigger
Instant
Try It
New Project
Triggers when a new project is created.
Trigger
Instant
Try It
New Purchase Order
Triggers when a new purchase order is created.
Trigger
Instant
Try It
New Quote
Triggers when a new quote is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Create Calendar Event
Creates a new calendar event.
Action
Write
Create or Update Custom Entry
Creates a new custom entry or updates an existing one.
Action
Write
Create or Update Invoice
Creates a new invoice or updates an existing one.
Action
Write
Create or Update Person
Creates a new person or updates an existing one if e-mail address of the person match.
Action
Write
- ProjectRequired
- Comment textRequired
Action
Write
Create or Update Purchase Order
Creates a new purchase order or updates an existing one.
Action
Write
- InvoiceRequired
- Receipt account
- Receipt sumRequired
- Receipt date
Action
Write
- TaskRequired
- Comment textRequired
Action
Write
- Task IDRequired
- Completed datetime
Action
Write
- TaskRequired
- Start datetime
- Duration
- Is billable
- Description
- Activity type
- Is completed
Action
Write
- Company nameRequired
Action
Search
- Invoice numberRequired
Action
Search
Find Person
Find person by full name, email or ID.
Action
Search
- Purchase order numberRequired
Action
Search
- Custom field nameRequired
- Custom field valueRequired
Action
Search
- User EmailRequired
Action
Search

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
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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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 or Updated Bill
Triggers when a bill is created or modified.
Trigger
Instant
Try It
New or Updated Calendar Event
Triggers when a calendar event is created or modified.
Trigger
Instant
Try It
New or Updated Company
Triggers when a company is created or modified.
Trigger
Instant
Try It
New or Updated Custom Entry
Triggers when a Custom entry is created or modified.
Trigger
Instant
Try It
New or Updated Invoice
Triggers when an invoice is created or modified.
Trigger
Instant
Try It
New or Updated Order
Triggers when an order is created or modified.
Trigger
Instant
Try It
New or Updated Person
Triggers when a person is created or modified.
Trigger
Instant
Try It
New or Updated Project
Triggers when a project is created or modified.
Trigger
Instant
Try It
New or Updated Purchase Order
Triggers when an purchase order is created or modified.
Trigger
Instant
Try It
New or Updated Quote
Triggers when an quote is created or modified.
Trigger
Instant
Try It
New or Updated Task
Triggers when a task is created or modified.
Trigger
Instant
Try It
Create or Update Bill
Creates a new bill or updates an existing one.
Action
Write
Create or Update Company
Creates a new company or updates an existing one.
Action
Write
Create Expense
Creates a new expense.
Action
Write
Create or Update Order
Creates a new order or updates an existing one.
Action
Write
- ProjectRequired
- FileRequired
- File name
Action
Write
Create or Update Project
Creates a new project or updates an existing one.
Action
Write
Create or Update Quote
Creates a new quote or updates an existing one.
Action
Write
- TaskRequired
- FileRequired
- File name
Action
Write
- Task ID
- Task name
- Task description
- Task due datetime
- Planned duration
- Task status
- Task priority
- Is personal event
- Company name
- Person name
- Project name
- Activity type
- Responsible user
- Assignee(s)
- File
Action
Write
Update Task Under a Project
Updates a specific task under a project.
Action
Write
- Bill numberRequired
- Issuer IDRequired
Action
Search
- Custom moduleRequired
- Custom field nameRequired
- Custom field valueRequired
Action
Search
- Order numberRequired
Action
Search
- Name
- Number
Action
Search
- Quote numberRequired
Action
Search
- Project IDRequired
- Task nameRequired
Action
Search

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Scoro

Scoro is a comprehensive work management software – an all-in-one solution to track your time, manage projects and bill for your work

Learn more Help

Related categories

Project Management

PRODUCTS

CAPABILITIES

By team

Microsoft Dynamics 365 CRM + Scoro

Create or update Scoro companies from new 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 Bill

New Calendar Event

New Company

New or Updated Expense

New Invoice

New Order

New Person

New Project

New Purchase Order

New Quote

New Task

Create Calendar Event

Create or Update Custom Entry

Create or Update Invoice

Create or Update Person

Add Comment to a Project

ProjectRequired

Comment textRequired

Create or Update Purchase Order

Create Receipt

InvoiceRequired

Receipt account

Receipt sumRequired

Receipt date

Add Comment to a Task

TaskRequired

Comment textRequired

Mark Task as Done

Task IDRequired

Completed datetime

Create Time Entry on Task

TaskRequired

Start datetime

Duration

Is billable

Description

Activity type

Is completed

Find Company

Company nameRequired