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Integrate Microsoft Dynamics 365 CRM with Zoom to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

Select a trigger from Microsoft Dynamics 365 CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Dynamics 365 CRM, a trigger could be "New Account."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zoom

An action is what takes place after the automation is triggered. For example, with Zoom, the action could be "Create Meeting."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Microsoft Dynamics 365 CRM to Zoom

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Triggers and actions are the main components of every automated workflow.

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Set up your first integration

Quickly connect Microsoft Dynamics 365 CRM to Zoom with a Zapier template.

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

Premium

Zoom + Microsoft Dynamics 365 CRM

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.

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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.

Connect Microsoft Dynamics 365 CRM and Zoom to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Microsoft Dynamics 365 CRM and Zoom to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom Entity
  Required
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  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
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)
- 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
- 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
- Meeting Type
  Required
Action
Write
- Upcoming Webinar
- Email
  Required
- First Name
  Required
- Send Confirmation Email to Registrants
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_uuid
  Required
Action
Search
- Meeting Type
  Required
- Meeting or Webinar ID
  Required
Action
Search

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
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
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
- 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)
- 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
- Meeting Type
  Required
Trigger
Instant
Try It
- Upcoming Meeting
Trigger
Instant
Try It
- Upcoming Webinar
Trigger
Instant
Try It
- Upcoming Meeting
- Email
  Required
- First Name
  Required
- Last Name
- Address
- City
- State
- Zip
- Country
- Phone
- Comments
- Industry
- Job Title
- Number of Employees
- Organization Name
- Purchasing Time Frame
- Role In Purchase Process
- Language
- Auto Approval
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Meeting Type
  Required
- Info
- Account
  Required
- Topic
- Exact Match
Action
Search
- Meeting UUID
  Required
Action
Search

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

Automate Zoom: get inspired on the Zapier blog

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 Help

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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

Learn more Help

Related categories

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