Microsoft Dynamics 365 CRM + Zapier Tables

Update contacts in Microsoft Dynamics 365 CRM when new records appear in Zapier Tables

This workflow activates each time there's a new record in the Zapier Tables app, immediately updating the corresponding contact in your Microsoft Dynamics 365 CRM. It provides a seamless way of staying organized and ensuring your CRM information matches your table data without redundant data entry. This streamlined process helps your business maintain up-to-date records and enhances efficiency.

This workflow activates each time there's a new record in the Zapier Tables app, immediately updating the corresponding contact in your Microsoft Dynamics 365 CRM. It provides a seamless way of staying organized and ensuring your CRM information matches your table data without redundant data entry. This streamlined process helps your business maintain up-to-date records and enhances efficiency.

  1. When this happens...
    Zapier TablesZapier Tables
    New Record

    Triggers when a new record is added to a table.

    TriggerInstant
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Update Contact

    Updates a contact.

    ActionWrite
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Supported triggers and actions

    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • FieldRequired

    • Summary FormulaRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Calculate FieldRequired

    • Aggregate FunctionRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Trigger
    Instant
    Try It
    • Table IDRequired

    • Record IDRequired

    • Zap Id

    • Zap Step Id

    • Zap Path Run Id

    Action
    Write
microsoft-dynamics-crm logo
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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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zapier-tables logo
zapier-tables logo

About Zapier Tables

Zapier Tables is a no-code database built for automation.
Learn more

Related categories

  • Databases
  • Spreadsheets
  • Zapier