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Choose a Trigger

Choose an Action

Launch your first automated workflow

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

Our most popular template

Create custom entities in Microsoft Dynamics 365 CRM from new Zoom meeting summaries
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Zoom + Microsoft Dynamics 365 CRM
Create leads in Microsoft Dynamics when new Zoom registrants are created
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Zoom + Microsoft Dynamics 365 CRM

Create custom entities in Microsoft Dynamics 365 CRM from new Zoom meeting summaries

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Zoom + Microsoft Dynamics 365 CRM

Create leads in Microsoft Dynamics when new Zoom registrants are created

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Zoom + 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 Zoom - 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 "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.
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
New Meeting Summary
Triggers when a summary is available for a meeting. Note: you must be the meeting host.
Trigger
Instant
Try It
- Webinar or Meeting?
  Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
New Workspace Reservation
Triggers when you reserve a room or device-enabled desk.
Trigger
Instant
Try It
- Info
- Upcoming Meeting
  Required
- Email
  Required
- First Name
  Required
- Language
- Auto Approval
Action
Write
- Meeting ID
  Required
- Deletion Type
  Required
Action
Write
Update Zoom Meeting
This action updates a Zoom meeting. The user will provide the meeting ID as a required field and the agenda and alternative hosts as optional fields.
Action
Write
- Meeting Type
  Required
- Meeting or Webinar ID
  Required
Action
Search
- Webinar
  Required
- Webinar Occurrence
- Registration Status
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
- Meeting Type
  Required
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Meeting Type
  Required
Trigger
Instant
Try It
New Cloud Recording
Triggers when a new Cloud Recording is completed for a Meeting or Webinar.
Trigger
Instant
Try It
- Webinar or Meeting?
  Required
Trigger
Instant
Try It
- Meeting Type
  Required
Action
Write
- Upcoming Webinar
  Required
- Email
  Required
- First Name
  Required
- Send Confirmation Email to Registrants
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Meeting Type
  Required
- Info
- ID
- Topic
- Exact Match
Action
Search
- Meeting_uuid
  Required
Action
Search
- Meeting UUID
  Required
Action
Search

For AI agents & developers

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

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

Example actions on this page

Create Account
Create Meeting

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 Zoom 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 / zoom 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 who say using Zapier has made them better at their job

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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 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 Ops

Try it

Create 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 Management

Try it

Generate 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 Ops

Try it

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

Learn how to automate Zoom on the Zapier blog

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Zoom 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 + 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.

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 Zoom

Zoom brings teams together to get more done in a frictionless environment. Zoom's reliable, video-first unified communications platform provides video meetings, voice, webinars, and chat across desktops, phones, mobile devices, and conference systems

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

Launch your first automated workflow

Create custom entities in Microsoft Dynamics 365 CRM from new Zoom meeting summaries

Create leads in Microsoft Dynamics when new Zoom registrants are created

Create custom entities in Microsoft Dynamics 365 CRM from new Zoom meeting summaries

Create leads in Microsoft Dynamics when new Zoom registrants are created

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

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

Connect via Zapier MCP

Call from code with the Zapier SDK

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

Practical ways you can use Microsoft Dynamics 365 CRM and Zoom

Add webinar registrants to CRM contacts.

Create projects for new CRM opportunities.

Generate Zoom meetings for new CRM leads.

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

6 ways to automate Microsoft Dynamics 365

Learn how to automate Zoom on the Zapier blog

7 ways to automate Zoom with Zapier

How to automatically upload Zoom recordings to Google Drive

Connect Calendly to Zoom: Create meetings from scheduled events

Make work flow with AI

Frequently Asked Questions about Microsoft Dynamics 365 CRM + Zoom integrations

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