• Microsoft Outlook logoMicrosoft Outlook logo
  • Microsoft Dynamics 365 CRM logoMicrosoft Dynamics 365 CRM logo

Microsoft Outlook + Microsoft Dynamics 365 CRM Integrations

How to connect Microsoft Outlook + Microsoft Dynamics 365 CRM

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Microsoft Outlook logo
Microsoft Dynamics 365 CRM logo

Do Even More with Microsoft Outlook + Microsoft Dynamics 365 CRM

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Microsoft Outlook + Microsoft Dynamics 365 CRM workflows do more for them.

  • Microsoft Outlook triggers, actions, and search
    Calendar Event Start
    Triggers at a specified time before an event in your calendar starts.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Calendar Event
    Triggers when a new event is created in your calendar.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Contact
    Triggers when a new contact is added to your account
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    New Email
    Triggers when a new e-mail is received in your inbox.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    Updated Calendar Event
    Triggers when an event is updated.
    Trigger
    Scheduled
  • Microsoft Outlook triggers, actions, and search
    Create Event
    Create an event in the calendar of your choice.
    Action
    Write
  • Microsoft Outlook triggers, actions, and search
    Create Contact
    Creates a new contact.
    Action
    Write
  • Microsoft Outlook triggers, actions, and search
    Create Draft Email
    Creates a draft of an email that can then be reviewed and sent out.
    Action
    Write
  • 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

  • Microsoft Dynamics 365 CRM

    Triggers when a new account is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new contact is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a contact has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new lead is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a lead has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when a new opportunity is created.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Triggers when an opportunity has been updated.

    Scheduled

    Trigger

  • Microsoft Dynamics 365 CRM

    Creates a new account.

    Scheduled

    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

How Microsoft Outlook + Microsoft Dynamics 365 CRM Integrations Work

  1. Step 1: Authenticate Microsoft Outlook and Microsoft Dynamics 365 CRM.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Microsoft Outlook Tutorials

microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.
Learn more

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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.

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