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Microsoft Dynamics 365 CRM + Square

Update Square customers with new contacts from Microsoft Dynamics 365 CRM

Keep your customer information up-to-date across platforms with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will update the corresponding customer details in your Square app. Maintain accurate customer records effortlessly while saving time on manual data entry.

Keep your customer information up-to-date across platforms with this seamless workflow. When you add a new contact in Microsoft Dynamics 365 CRM, this automation will update the corresponding customer details in your Square app. Maintain accurate customer records effortlessly while saving time on manual data entry.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Contact

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    SquareSquare
    Update Customer

    Updates a customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

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

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

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