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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with SendGrid - no code necessary. See how you can get setup in minutes.
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM
1. Choose trigger event
SendGrid
SendGrid
2. Choose action
1. Select the event
Setup
Test
Microsoft Dynamics 365 CRM
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 "Send Email" in SendGrid.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and SendGrid, 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.
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Custom Entity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Owner
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Custom Entity Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Invoice
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Info
Opportunity
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Api_docs_info
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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
This is an event a Zap performs.
Search
Find existing data in your app
Campaign_name
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Action
This is an event a Zap performs.
Search
Find existing data in your app
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
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Info
Info_field_enable
Contact ID
Match if any of the fields match (otherwise only match if all the fields match)
Owner
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
From Email
Required
From Name
Reply-To Email
Reply-To Name
To
Required
CC
BCC
Subject
Template
Categories
Send At
Track Clicks
Track Opens
Attachment URLs
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find List by Name
This action searches for a specific list in SendGrid using the list name as an input and outputs the information of the list that matches the input name.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
For AI agents & developers
Use Microsoft Dynamics 365 CRM and SendGrid with AI agents and code
Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and SendGrid 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 SendGrid actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Account
Send Email
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
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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Practical ways you can use Microsoft Dynamics 365 CRM and SendGrid
Add new contacts to mailing lists
Save time updating contact lists. When a new contact is created in Microsoft Dynamics 365 CRM, Zapier automatically adds them to a specified list in SendGrid. This ensures your mailing lists in SendGrid are always up-to-date, improving email targeting and communication efficiency.
Send updates via email from Microsoft Dynamics cases
Ensure project stakeholders are always in the loop. When a new case/incident is created in Microsoft Dynamics 365 CRM, Zapier sends an email update to relevant stakeholders using SendGrid. This streamlines communication and avoids missed details.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate SendGrid on the Zapier blog
Make work flow with AI
Level up your Microsoft Dynamics 365 CRM to SendGrid integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
