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Start with a template that brings Microsoft Dynamics 365 CRM and Stripe together. Build enterprise-grade automation in minutes.

Our most popular template

Create Stripe subscriptions for new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Stripe
Update Stripe customers when new contacts are created in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Stripe
Create Stripe products from new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Stripe
Create payment links in Stripe for new leads in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Stripe
Create payment links in Stripe for new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Stripe
Create Stripe products for new Microsoft Dynamics 365 CRM contacts
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Microsoft Dynamics 365 CRM + Stripe

Create Stripe subscriptions for new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Stripe

Update Stripe customers when new contacts are created in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Stripe

Create Stripe products from new Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + Stripe

Create payment links in Stripe for new leads in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Stripe

Create payment links in Stripe for new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Stripe

Create Stripe products for new Microsoft Dynamics 365 CRM contacts

Microsoft Dynamics 365 CRM + Stripe

Create Stripe subscriptions for new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Stripe
Create Stripe customers from new Microsoft Dynamics 365 CRM leads
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Microsoft Dynamics 365 CRM + Stripe

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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Stripe - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

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 "Cancel Subscription" in Stripe.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and Stripe, 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.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Checkout Session Completed
Triggers when a checkout session is completed.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice payment fails.
Trigger
Instant
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New Customer
Triggers when a new customer is added.
Trigger
Instant
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New Subscription
Triggers when a customer is signed up for a new plan.
Trigger
Instant
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New Invoice Item
Triggers when a new invoice item is created.
Trigger
Polling
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New Payment
Triggers when a new payment is completed.
Trigger
Instant
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New Refund
Triggers when a charge is refunded, including partial refunds.
Trigger
Polling
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Updated Dispute
Triggers when a dispute is updated (usually with evidence).
Trigger
Instant
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- Warning
- Payment ID
  Required
- Payment Method ID
- Receipt_email
- Error on Requires Action?
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
Action
Write
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
Action
Write
- Warning
- Amount
  Required
- Currency
  Required
- Customer ID
- Payment Method ID
- Confirm Payment Immediately?
- Error on Requires Action?
- Off Session?
- Payment Description
- Receipt_email
- Shipping - Name
- Shipping Address - Line 1
- Shipping Address - Line 2
- Shipping Address - Postal Code
- Shipping Address - City
- Shipping Address - State
- Shipping Address - Country
- Shipping - Carrier
- Shipping - Phone
- Shipping - Tracking Number
- Statement_descriptor
- Statement_descriptor_suffix
- Metadata
- Capture_method
Action
Write
- Product
  Required
- Price (in minor units, e.g. cents)
  Required
- Currency
  Required
- Recurring or One time?
- Tax Behavior
Action
Write
- Customer ID
  Required
- Items
  Required
- Collection_method
  Required
- Coupon ID
- Cancel at period end?
- Metadata
Action
Write
- Customer ID
  Required
- Name
- Email
- Description
- Billing - Address Line 1
- Billing - Address Line 2
- Billing - City
- Billing - State
- Billing - ZIP
- Billing - Country
- Billing - Phone
- Shipping - Name
- Shipping - Address Line 1
- Shipping - Address Line 2
- Shipping - City
- Shipping - State
- Shipping - ZIP
- Shipping - Country
- Shipping - Phone
- Language
- Invoice prefix
- Next_invoice_sequence
- Tax_status
- Credit Balance
- Metadata
Action
Write
Find Account Balance
Finds the account balance for your stripe account
Action
Search
- Created after
- Created before
- Currency
- Payout ID
- Source ID
- Type
- Transactions before
- Transactions after
Action
Search
- Find by
- Query
  Required
Action
Search
- Payment Intent ID
  Required
Action
Search

- Info
Trigger
Polling
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- Info
Trigger
Polling
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
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New Lead
Triggers when a new lead is created.
Trigger
Polling
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
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New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
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- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- 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
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- 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
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Canceled Subscription
Triggers when a subscription is canceled (by a subscriber or due to end of billing period).
Trigger
Instant
Try It
Failed Payment
Triggers when a payment attempt fails.
Trigger
Instant
Try It
- Ignore payments intents
  Required
Trigger
Instant
Try It
New Dispute
Triggers when a customer disputes a charge.
Trigger
Instant
Try It
- Event Types
Trigger
Polling
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- Status
- Collection_method
- Customer ID
- Subscription ID
Trigger
Polling
Try It
- Products
Trigger
Polling
Try It
Updated Subscription
Triggers when a customer subscription has changed.
Trigger
Instant
Try It
- Subscription ID
  Required
Action
Write
- Mode
  Required
- Price ID
- Quantity
- Success URL
  Required
- Cancel URL
- Customer ID
- Customer Email
- Payment Method Types
- Currency
- Billing Address Collection
- Shipping Countries
- Allow Promotion Codes
- Automatic Tax Enabled
- Coupon ID
- Promotion Code ID
- Client Reference ID
- Expires At
Action
Write
- Customer ID
- Description
- Quantity
- Unit Price
- Amount
- Include Tax In Price?
- Item Taxes
- Is Discountable?
- Item_coupons
- Supply Date - Start
- Supply Date - End
- Invoice Item Currency
- Price ID
- Invoice Item Subscription ID
- Tax_code
- Shipping_rate
- Invoice_coupons
- Default_tax_rates
- Payment Collection
- Due Date
- Days Until Due
- Turn On Automatic Collection?
- Default_payment_method
- Memo
- Footer
- Custom Fields
- Tax IDs
- PDF Page Size
- Shipping_details_instructions
- Shipping Details - Name
- Shipping Details - Phone
- Shipping Details - Address Line 1
- Shipping Details - Address Line 2
- Shipping Details - City
- Shipping Details - State
- Shipping Details - Postal Code
- Shipping Details - Country
- Subscription ID
- Automatic Tax Enabled?
- Invoice_currency
- Effective_at
- Payment_method_types
- Rendering - Amount Tax Display
- Statement_descriptor
- Pending Invoice Items Behavior
- Invoice Metadata
- Help_text_for_finalizing_sending_charging
- Finalize Invoice?
- Send Invoice for Manual Payment?
- Pay Invoice?
- Pay Invoice - Forgive
- Pay Invoice - Off-Session
- Pay Invoice - Paid Out of Band
Action
Write
- Price
  Required
- Quantity
  Required
- Minimum adjustable quantity
- Maximum adjustable quantity
- Collect Tax Automatically?
- Allow Promotion Codes?
- Maximum number of times the link can be used
- Collect Customers' Addresses?
- Require customers to provide a phone number?
- Collect Tax ID?
- Create Invoice on Payment?
- Require customers to accept terms of service agreement?
- Confirmation Page
- Metadata
- Payment_method_types
Action
Write
- Name
  Required
- Description
- Image
- Tax_code
- Metadata
Action
Write
- Payment Link
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Account ID
  Required
Action
Search
- Stripe Charge ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Customer ID
  Required
- Price ID
- Status
Action
Search

For AI agents & developers

Use Microsoft Dynamics 365 CRM and Stripe with AI agents and code

Beyond Zap workflows. Call Microsoft Dynamics 365 CRM and Stripe 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 Stripe actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Account
Cancel Subscription

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

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Typescript

Call from code with the Zapier SDK

Trigger Microsoft Dynamics 365 CRM and Stripe actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* microsoft-dynamics-crm / stripe action */ });

Run the SDK docs

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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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 Stripe

Sync new Stripe customers to Microsoft Dynamics 365 CRM

When a new customer is added in Stripe, Zapier automatically creates a corresponding contact in Microsoft Dynamics 365 CRM. This keeps both systems aligned, saves manual entry time, and ensures records are accurate for both financial and sales teams.

Business Owner

Log successful Stripe payments as custom entity actions in Microsoft Dynamics 365 CRM

When a new payment is completed in Stripe, Zapier logs it in Microsoft Dynamics 365 CRM as a custom entity action. This provides a centralized view for analyzing financial and customer data trends, improving data analysis workflows.

Data Science

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Learn how to automate Stripe on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Stripe integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Microsoft Dynamics 365 CRM + Stripe 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 Stripe

How can I integrate Microsoft Dynamics 365 CRM with Stripe?

We integrate Microsoft Dynamics 365 CRM with Stripe using an automation platform that connects the two applications, enabling data to flow seamlessly between them. You can set up triggers in Dynamics 365, such as new or updated records, which then initiate actions in Stripe like creating a customer or processing a payment.

What are some common triggers for integrating Microsoft Dynamics 365 CRM with Stripe?

Common triggers include creating or updating contacts, opportunities, or orders in Dynamics 365. These actions can prompt activities in Stripe like generating invoices, charging a customer, or updating customer information.

Can I automate payment processing using this integration?

Yes, by configuring specific triggers within Microsoft Dynamics 365 CRM such as when an opportunity is won or and order is marked complete, you can automatically initiate a payment process in Stripe without manual intervention.

Is it possible to update customer information on both platforms simultaneously?

Certainly, our integration allows you to set up workflows where updates made to customer details in Microsoft Dynamics 365 automatically reflect in Stripe as well. This ensures that your data remains consistent across both platforms.

How do I handle refunds through this integration?

You can set up workflows where initiating a refund process within Microsoft Dynamics 365 CRM sends an automated trigger to process the refund on Stripe. This way you ensure accurate and prompt handling of refunds through streamlined operations.

What happens if there's an error during data syncing between the two services?

In case of errors during syncing between Microsoft Dynamics 365 and Stripe, our integration tools provide detailed logs and error alerts allowing users quickly troubleshoot issues ensuring minimal disruptions.

Can custom fields be mapped between Microsoft Dynamics 365 CRM and Stripe?

Yes, we support mapping of custom fields ensuring that any unique data requirements you have flow smoothly from Microsoft Dynamics 365 CRM into corresponding sections of your Stripe account.

About Microsoft Dynamics 365 CRM

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

Learn moreLearn moreHelpHelp

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About Stripe

Stripe is a developer-friendly way to accept payments online and in mobile apps. Stripe's suite of APIs powers commerce for thousands of companies of all sizes, processing billions of dollars for businesses each year.

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