Microsoft Dynamics 365 CRM + Seidat

Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM

This integration helps you save time in creating customer-specific sales materials and proposal presentations in Seidat. When you update a Microsoft Dynamics opportunity to a certain stage in the pipeline, this workflow gets triggered automatically.

When this happens...
Opportunity Updated
Triggers when an opportunity has been updated.
TriggerScheduled
automatically do this...
Duplicate Presentation
Duplicates an existing presentation. Useful for creating presentations from a template.
ActionWrite
then do this!
Find and Replace Text in Presentation
Updates an existing presentation by finding and replacing text on the slides.
ActionWrite

Try this template

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
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
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write

- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- AccountRequired
  The id of the account to update.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- LeadRequired
  The id of the lead to update.
Action
Write

- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Presentation
Triggers when a new presentation is created.
Trigger
Scheduled
Try It
- PresentationRequired
  The presentation you want to create a link for. Choose one from the list or pass "Presentation ID" from a previous step.
- Link Note
  A private note that will appear next to the shared link in the app.
Action
Write
- Presentation Title
  If left empty, defaults to "New presentation".
Action
Write

New Contact
Triggers when a new contact 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
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
Action
Write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- ContactRequired
  The id of the contact to update.
Action
Write
- Api Docs Info
  API docs for Microsoft Dynamics 365 CRM are located here https://docs.microsoft.com/en-us/dynamics365/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: The Zap Editor does not currently support Lookup fields during search
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
  Note: There may be some fields missing because the Zap Editor does not currently support image fields nor unique identifier fields.
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- PresentationRequired
  The presentation you want to track. Choose one from the list or pass "Presentation ID" from a previous step.
Trigger
Scheduled
Try It
- PresentationRequired
  The presentation you want to duplicate. Choose one from the list or pass "Presentation ID" from a previous step.
- Presentation Title
  If left empty, defaults to "Original presentation title - copy".
- Presentation Tags
  Choose what to do with the presentation tags.
Action
Write
- PresentationRequired
  The presentation you want to update. Choose one from the list or pass "Presentation ID" from a previous step.
- Number of ReplacementsRequired
  The number of text pieces you want to replace.
Action
Write

About Microsoft Dynamics 365 CRM

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

Related categories

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

About Seidat

Seidat is a sales deck platform for business teams. It has tools for slide deck creation, presenting, sharing and analyzing.

Related categories

Images & Design

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

By signing up, you agree to Zapier's terms of service and privacy policy.

Microsoft Dynamics 365 CRM + Seidat

Generate proposal presentations in Seidat when opportunities update in Microsoft Dynamics 365 CRM

New Account

Contact Updated

Lead Updated

Opportunity Updated

Create Contact

Info

Update Account

Info

AccountRequired

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

New Presentation

Create Shared Link

PresentationRequired

Link Note

Create Presentation

Presentation Title

New Contact

New Lead

New Opportunity

Create Account

Info

Create Lead

Info

Update Contact

Info

ContactRequired

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 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)

Shared Link Viewed

PresentationRequired

Duplicate Presentation

PresentationRequired

Presentation Title

Presentation Tags

Find and Replace Text in Presentation

PresentationRequired

Number of ReplacementsRequired

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

About Seidat

Related categories

Get started for free