Skip to content

Connect Microsoft Dynamics 365 CRM and Typeform to power AI-driven automation

No-code AI automation
Full audit trails and controls
SOC 2 and GDPR compliant
Easy visual workflow builder
9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

Get started free

Integrate for free

Start with Google for free

Launch your first automated workflow

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

Our most popular template

Create new leads in Microsoft Dynamics 365 CRM from new Typeform entries
Premium
Details
Try it
Typeform + Microsoft Dynamics 365 CRM
Create api requests in Microsoft Dynamics 365 CRM for new Typeform entries
Premium
Details
Try it
Typeform + Microsoft Dynamics 365 CRM
Create new Microsoft Dynamics 365 CRM contacts from new Typeform entries
Premium
Details
Try it
Typeform + Microsoft Dynamics 365 CRM
Create new leads in Microsoft Dynamics 365 CRM from new entries in Typeform
Premium
Details
Try it
Typeform + Microsoft Dynamics 365 CRM
Create new Microsoft Dynamics 365 CRM accounts each time there's a new Typeform entry
Premium
Details
Try it
Typeform + Microsoft Dynamics 365 CRM
Create custom entities in Microsoft Dynamics 365 CRM for new entries in Typeform
Premium
Details
Try it
Typeform + Microsoft Dynamics 365 CRM

Create new leads in Microsoft Dynamics 365 CRM from new Typeform entries

Typeform + Microsoft Dynamics 365 CRM

Create api requests in Microsoft Dynamics 365 CRM for new Typeform entries

Typeform + Microsoft Dynamics 365 CRM

Create new Microsoft Dynamics 365 CRM contacts from new Typeform entries

Typeform + Microsoft Dynamics 365 CRM

Create new leads in Microsoft Dynamics 365 CRM from new entries in Typeform

Typeform + Microsoft Dynamics 365 CRM

Create new Microsoft Dynamics 365 CRM accounts each time there's a new Typeform entry

Typeform + Microsoft Dynamics 365 CRM

Create custom entities in Microsoft Dynamics 365 CRM for new entries in Typeform

Typeform + Microsoft Dynamics 365 CRM

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

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

100%

Help

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 "Create an Empty Form" in Typeform.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and Typeform, 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
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- 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
- Automation Step ID
  Required
Trigger
Instant
Try It
- title of your form
  Required
- Choose Workspace To Create This Form In, leave it blank for default workspace
Action
Write
- Form To Update Question in
  Required
- Please provide list of choices
Action
Write
- Form
  Required
- responses submitted since the specified date and time.
- responses submitted until the specified date and time.
- search for responses that include the specified string.
- search for responses that are complete.
- maximum number of responses to fetch (default: 25, max: 1000)
Action
Search

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
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
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- 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
- Agent
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form To Duplicate
  Required
- Choose Workspace To Duplicate This Form In (Leave blank to duplicate in same workspace)
- Title of Your Duplicate Form (leave blank for same title)
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

For AI agents & developers

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

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

Example actions on this page

Create Account
Create an Empty Form

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Microsoft Dynamics 365 CRM and Typeform 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 / typeform 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.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Best Est. ROI - Winter 2024

G2 Badge - Best Results - Winter 2024

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

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 Typeform

Create new CRM accounts from Typeform entries

Use Typeform to gather detailed business inquiries or partnership requests and automatically create new accounts in Microsoft Dynamics 365 CRM. This automation saves valuable time and ensures potential opportunities are promptly accounted for.

Business Owner

Monitor CRM data changes via Typeform notifications

Set up a system where Microsoft Dynamics 365 CRM account updates trigger a new Typeform entry to log or request additional information. This improves visibility and data collection without additional manual steps.

IT

Update Dynamics leads from Typeform submissions

Capture form submissions in Typeform and automatically create or update a lead in Microsoft Dynamics 365 CRM. This integration ensures your CRM reflects the latest customer interaction data without manual updates, so your marketing team can focus on strategy.

Marketing & Marketing Ops

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

Learn how to automate Typeform on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Typeform 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 + Typeform 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 Typeform

What is required to set up integration between Microsoft Dynamics 365 CRM and Typeform?

To set up the integration between Microsoft Dynamics 365 CRM and Typeform, you will need active accounts for both services. Ensure you have administrative permissions in your CRM to create and manage connections. Additionally, API keys or access tokens may be necessary to authorize the integration.

Can I trigger actions in Microsoft Dynamics 365 CRM from Typeform responses?

Yes, when a respondent submits a form in Typeform, it can trigger actions in Microsoft Dynamics 365 CRM. These triggers include creating new records such as leads or contacts, or updating existing records with the information captured in the form responses.

Are there any pre-built templates for integrating Microsoft Dynamics 365 CRM with Typeform?

Yes, we provide pre-built templates that streamline the process of connecting Typeform with Microsoft Dynamics 365 CRM. These templates often include common trigger-action pairs like 'New Form Entry' initiating 'Create Lead' in Dynamics.

How do I handle duplicate entries when syncing data from Typeform to Microsoft Dynamics 365 CRM?

We recommend setting up filters or logic checks during the integration process to identify and manage potential duplicate entries. Using unique identifiers such as email addresses helps match incoming data with existing records to prevent duplication.

Is coding knowledge necessary for integrating these platforms?

No coding knowledge is required for our integration setup between Microsoft Dynamics 365 CRM and Typeform. Our intuitive interface guides you through connecting apps using triggers and actions without writing any code.

Can I update existing records in Microsoft Dynamics 365 using new information from a Typeform submission?

Absolutely, you can configure the integration to update existing records within Microsoft Dynamics 365 CRM using data from Typeform submissions. This can include updating contact information or adding notes based on new responses received.

Does this integration support custom fields in both platforms?

Yes, our integration supports custom fields from both Microsoft Dynamics 365 CRM and Typeform. You can map these custom fields directly within our setup interface to ensure all relevant data is accurately synced.

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn moreLearn moreHelpHelp

Related categories

Forms & Surveys

Similar apps

Wufoo

Forms & Surveys

Formstack

Forms & Surveys

Jotform

Forms & Surveys

Connect Microsoft Dynamics 365 CRM to Typeform on the world's largest no-code automation platform

Sign up with Google