How to connect Microsoft Dynamics 365 CRM + Webhooks by Zapier + Microsoft Outlook
Zapier lets you send info between Microsoft Dynamics 365 CRM, Webhooks by Zapier, and Microsoft Outlook automatically—no code required.
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Do even more with Microsoft Dynamics 365 CRM + Webhooks by Zapier + Microsoft Outlook
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Microsoft Dynamics 365 CRM, Webhooks by Zapier, and Microsoft Outlook. And don’t forget that you can add more apps and actions to create complex workflows.
- New AccountTriggers when a new account is created.Trigger
- New ContactTriggers when a new contact is created.Trigger
- Contact UpdatedTriggers when a contact has been updated.Trigger
- New LeadTriggers when a new lead is created.Trigger
- Lead UpdatedTriggers when a lead has been updated.Trigger
- New OpportunityTriggers when a new opportunity is created.Trigger
- Opportunity UpdatedTriggers when an opportunity has been updated.Trigger
- Create AccountCreates a new account.Action
- Microsoft Dynamics 365 CRM
Creates a new contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Creates a new lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates an account.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a contact.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Updates a lead.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an account by name.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a contact by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds a lead by email address or other searchable field.
Scheduled
Action
- Microsoft Dynamics 365 CRM
Finds an opportunity by subject or other searchable field, or creates the opportunity if it does not exist.
Scheduled
Action
- Webhooks by Zapier
Poll a URL and look for new entries.
Scheduled
Trigger
- Webhooks by Zapier
Wait for a new POST, PUT, or GET to a Zapier URL. Gives the request body unparsed (max 2 MB) and also includes headers.
Instant
Trigger
- Webhooks by Zapier
Wait for a new POST, PUT, or GET to a Zapier URL.
Instant
Trigger
- Webhooks by Zapier
Fire off a custom request by providing raw details. Very flexible but unforgiving.
Scheduled
Action
- Webhooks by Zapier
Fire off a single GET request with optional querystrings.
Scheduled
Action
- Webhooks by Zapier
Fire off a single POST request as a form or JSON.
Scheduled
Action
- Webhooks by Zapier
Fire off a single PUT request as a form or JSON.
Scheduled
Action
- Microsoft Outlook
Triggers at a specified time before an event in your calendar starts.
Scheduled
Trigger
- Microsoft Outlook
Triggers when a new event is created in your calendar.
Scheduled
Trigger
- Microsoft Outlook
Triggers when a new contact is added to your account
Scheduled
Trigger
- Microsoft Outlook
Triggers when a new e-mail is received in your inbox.
Scheduled
Trigger
- Microsoft Outlook
Triggers when an event is updated.
Scheduled
Trigger
- Microsoft Outlook
Create an event in the calendar of your choice.
Scheduled
Action
- Microsoft Outlook
Creates a new contact.
Scheduled
Action
- Microsoft Outlook
Creates a draft of an email that can then be reviewed and sent out.
Scheduled
Action
- Microsoft Outlook
Send an email from your Outlook account.
Scheduled
Action
- Microsoft Outlook
Updates a contact.
Scheduled
Action
- Microsoft Outlook
Search for a contact.
Scheduled
Action
- Microsoft Outlook
this is the description.
Scheduled
Action
Connect your apps and automate workflows
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How Microsoft Dynamics 365 CRM + Webhooks by Zapier + Microsoft Outlook Integrations Work
- Step 1: Authenticate Microsoft Dynamics 365 CRM, Webhooks by Zapier, and Microsoft Outlook.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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