Microsoft To Do + Microsoft Dynamics 365 CRM Integrations

How to connect Microsoft To Do + Microsoft Dynamics 365 CRM

Zapier lets you send info between Microsoft To Do and Microsoft Dynamics 365 CRM automatically—no code required.

When this happens...

Completed Task

Triggers when a task is completed.

automatically do this!

Create Account

Creates a new account.

Supported triggers and actions

What does this mean?

Completed Task
Triggers when a task is completed.
Trigger
Scheduled
New List
Triggers when a new list is created.
Trigger
Scheduled
New Task
Triggers when a new task is created.
Trigger
Scheduled
Updated Task
Triggers when a task is updated.
Trigger
Scheduled
Create List
Creates a new list.
Action
Write

Create Task
Creates a new task.
Action
Write
Complete Task
Marks a task as complete.
Action
Write

Find a Task
Search for a Task.
Action
Search

Microsoft To Do
Finds a task by title, or creates one if none is found.
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
Scheduled
Action

How Microsoft To Do + Microsoft Dynamics 365 CRM Integrations Work

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

Connect apps

Connect Microsoft To Do + Microsoft Dynamics 365 CRM

About Microsoft To Do

Microsoft To Do is an intelligent task management app that makes it easy to plan and manage your day. With its intelligent Suggestions, To Do removes all the clutter and empowers you to focus on what's important, when it's important.