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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Slack - 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
Slack
Slack
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 "Add Reaction" in Slack.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Slack, 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.
Conversation ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Users
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Title
Content
Channel ID
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send Multi Message
Message Text
Required
Send as a bot?
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Allowed_edit_copy
Conversation ID
Required
Message TS (ID)
Required
Posted By
Content Type
Reply Broadcast
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Add Zapier app to channel automatically?
Message Text
Required
Send as a bot?
Bot Name
Bot Icon
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap_id
File
Thread
Send Channel Message?
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Topic
Required
Topic set by
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Status Text
Status Emoji
Expiration Time
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create a new record or update an existing record in your app.
Conversation ID
Required
Scheduled As
Required
Scheduled Message ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel
Required
Add Zapier app to channel automatically?
Message Text
Required
Send as a bot?
Bot Name
Bot Icon
Include a link to this automation?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
File
Thread
Send Channel Message?
Zap_id
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Allowed_delete_copy
Conversation ID
Required
Message TS (ID)
Required
Posted By
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Canvas ID
Required
Operation
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Channel Name
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Status_copy
Approval request message
Required
Send message as
Required
Approval type
Required
Zap_id
Include a link to this automation?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
First Name
Last Name
Title
Email
Display Name
User
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
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.
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Create Private Channel
This action creates a private channel in Slack.
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Conversation ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Message ID (ts)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Conversation ID
Required
Message TS (ID)
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Email
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
Full Name
Required
Return Raw Results?
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Microsoft Dynamics 365 CRM and Slack with AI agents and code
Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and Slack 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 Slack actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Create Account
Add Reaction
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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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Dynamics 365 CRM and Slack
Monitor new accounts in Slack
Zapier sends an update to Slack whenever a new account is created in Microsoft Dynamics 365 CRM. This enables business owners to stay informed about client acquisition and keep a pulse on company growth.
When a new lead is created in Microsoft Dynamics 365 CRM, Zapier will instantly notify a designated channel in Slack. This ensures the marketing team is always updated in real-time and can act on every new opportunity promptly.
Whenever an opportunity is updated in Microsoft Dynamics 365 CRM, Zapier will send a message to a specific Slack channel. This helps project managers stay informed about deal progress and adjust project timelines or resources accordingly.
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Slack on the Zapier blog
Make work flow with AI
Level up your Microsoft Dynamics 365 CRM to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Slack 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 Slack
How can I set up an integration between Microsoft Dynamics 365 CRM and Slack?
To set up an integration between Microsoft Dynamics 365 CRM and Slack, you'll need a middleware tool that can connect both applications. Typically, you would configure triggers in Dynamics 365, like 'New Lead' or 'Updated Opportunity', and corresponding actions in Slack, such as sending a message to a channel.
What are some common triggers for the Microsoft Dynamics 365 CRM and Slack integration?
Common triggers you can use in Microsoft Dynamics 365 CRM include 'New Contact', 'Lead Conversion', 'Opportunity Update', and 'Case Closed'. These triggers initiate actions in Slack to keep your team informed.
What actions can be performed in Slack as part of the integration with Microsoft Dynamics 365 CRM?
Actions in Slack following a trigger from Dynamics 365 CRM could include sending a channel message, posting a direct message, updating the status of a bot, or even setting reminders for follow-up activities.
Do I need technical expertise to integrate Microsoft Dynamics 365 CRM with Slack?
No technical expertise is necessary. Our integrations are designed for ease of use. You simply select pre-configured triggers and actions through an intuitive interface to automate workflows between Microsoft Dynamics 365 CRM and Slack.
Is it possible to customize the notifications sent from Microsoft Dynamics 365 CRM to Slack?
Yes, you can customize notifications sent from Dynamics 365 to Slack. You have control over the message text and format, which allows you to include specific details such as customer names or deal amounts directly in your team’s channels.
How frequently are updates synced between Microsoft Dynamics 365 CRM and Slack when integrated?
The frequency of updates depends on how you configure your workflows. Typically, data is synced instantly so that users receive real-time updates on their tasks within both Microsoft Dynamics 365 CRM and Slack.
Can I integrate multiple instances of Microsoft Dynamics 365 with different Slack channels?
Yes, you can connect multiple instances of Microsoft Dynamics 365 with different Slack channels. Each connection operates independently with its unique set of triggers and actions fulfilling specific business needs.
About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Slack
Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
