Connect Microsoft Dynamics 365 CRM and Zoom to unlock the power of automation
- No credit card required
- Free forever for core features
- 14-day trial for premium features and apps
Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to Zoom with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Zoom - no code necessary. See how you can get setup in minutes.
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 Meeting" in Zoom.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Zoom, 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.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023
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 Zoom
Add webinar registrants to CRM contacts.
When someone registers for a Zoom webinar, Zapier adds their details as a new contact in Microsoft Dynamics 365 CRM. This automation ensures no registrant is overlooked, enabling streamlined marketing follow-ups and better lead tracking.
Marketing & Marketing OpsCreate projects for new CRM opportunities.
When a new opportunity is recorded in Microsoft Dynamics 365 CRM, Zapier creates a new Zoom meeting for project planning. This setup facilitates prompt team collaboration, saving time while improving alignment among team members.
Project ManagementGenerate Zoom meetings for new CRM leads.
When a new lead is added to Microsoft Dynamics 365 CRM, Zapier schedules a Zoom meeting for potential outreach. This ensures sales teams can quickly connect with prospects, boosting efficiency and conversion rates.
Sales OpsLearn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Learn how to automate Zoom on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Zoom 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 Zoom
What are the prerequisites for integrating Microsoft Dynamics 365 CRM with Zoom?
Before integrating, ensure that you have active accounts with both Microsoft Dynamics 365 CRM and Zoom. You will also need admin permissions to authorize connections in both platforms.
How can I trigger a workflow in Dynamics 365 when a new Zoom meeting is scheduled?
You can set up an automation where scheduling a new Zoom meeting acts as a trigger. Our system will then initiate a predefined workflow within Microsoft Dynamics 365, such as creating a follow-up task or updating an event log.
Can I automatically create Zoom meetings from Dynamics 365 events?
Yes, you can configure an action to automatically generate Zoom meetings directly from events scheduled within Microsoft Dynamics 365 CRM. This helps streamline communication and ensures all participants receive the necessary meeting details.
Is it possible to update contact records in Dynamics 365 based on Zoom webinar registrations?
Absolutely. When someone registers for a Zoom webinar, their information can be used to automatically update or create contact records in Microsoft Dynamics 365, ensuring your database stays current without manual entry.
How does the system handle data synchronization between these two platforms?
Our integration solution continuously checks for changes or updates in both Zoom and Dynamics 365 CRM. When it detects changes, it synchronizes the relevant data between the two platforms quickly and efficiently.
What happens if there's an API update from either platform?
We actively monitor API changes from both Microsoft Dynamics 365 and Zoom. If there's an update, our technical team assesses any impact on existing integrations and implements necessary adjustments to maintain seamless functionality.
Can I set actions based on participant attendance in a Zoom meeting?
Yes, you can configure post-meeting actions within Microsoft Dynamics 365 based on participant attendance data from Zoom meetings. For example, sending follow-up emails or updating engagement scores after the meeting concludes.
