Connect Microsoft Dynamics 365 CRM and SQL Server to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to SQL Server with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with SQL Server - no code necessary. See how you can get setup in minutes.
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 "Create Custom Query" in SQL Server.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and SQL Server, 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.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
93%
Customers who say using Zapier has made them better at their job
25m
Customers have created over 25 million Zaps on the platform
6 mins
The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Microsoft Dynamics 365 CRM and SQL Server
Update accounts when rows are updated.
Streamline account management tasks. When a row is updated in an SQL Server table, Zapier automatically updates the corresponding account record in Microsoft Dynamics 365 CRM. This ensures all account details are aligned without time-consuming manual tracking.
Business Owner
Log data changes into CRM.
Prevent gaps in your CRM data. When a new or updated row is identified in an SQL Server table, Zapier triggers a new custom entity creation in Microsoft Dynamics 365 CRM to log the change for better cross-team visibility and reporting.
EngineeringSync new leads with the database.
Ensure no new leads are overlooked. When a new lead is created in Microsoft Dynamics 365 CRM, Zapier automatically adds the lead's details to a specified SQL Server database table, keeping records consistent across teams while reducing manual entry and errors.
Marketing & Marketing OpsLearn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate SQL Server on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + SQL Server 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 SQL Server
What are the initial steps to integrate Microsoft Dynamics 365 CRM with SQL Server?
To begin integrating Microsoft Dynamics 365 CRM with SQL Server, initial steps include setting up the appropriate connectors. You need to establish a secure connection between Dynamics 365 and the SQL Server, configuring triggers from Dynamics, such as 'Create Record' or 'Update Record', and corresponding actions like 'Insert Row' in SQL Server.
How do I handle data synchronization between Microsoft Dynamics 365 CRM and SQL Server?
Data synchronization involves setting up triggers that respond to changes in your CRM data. For example, when a new lead is added in Microsoft Dynamics, an automatic trigger can activate an action to insert that lead information into a specific table in SQL Server.
Can I update records in SQL Server when there is a change in Microsoft Dynamics 365?
Yes, you can update records. We can configure triggers based on events such as record updates in Dynamics 365 that consequently activate actions to update corresponding rows or fields in SQL Server tables.
How do I ensure data security during integration?
Ensuring data security involves implementing secure authentication methods and encryption protocols for data transfer between Microsoft Dynamics 365 CRM and your SQL Server. Additionally, configuring roles and permissions effectively prevents unauthorized access.
What if there's a mismatch between the schema of Dynamics 365 and my SQL database?
When there's a schema mismatch, we recommend adapting your database structure or utilizing transformation features during integration setup. Triggers can also incorporate functions that align incoming data formats before reaching your SQL database.
What latency should I expect when syncing data between these systems?
Latency typically depends on several factors including network speed and server load. While immediate syncing is supported via real-time triggers, minor delays might occur under heavy traffic. Our platform aims for optimal performance to minimize delays.
How can I troubleshoot issues occurring during the integration process?
Troubleshooting often involves checking connection settings, verifying trigger configurations in both systems, and monitoring logs for error messages. We provide comprehensive documentation and support resources for resolving common integrating issues.
