Create integrations between Real Geeks and Microsoft Dynamics 365 CRM to automate any workflow
Create your first workflow
Quickly automate workflows with Real Geeks and Microsoft Dynamics 365 CRM using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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.
SiteRequired
Try ItNew Account
Triggers when a new account is created.
Try ItContact Updated
Triggers when a contact has been updated.
Try ItNew Case/Incident
Triggers when a new case/incident is created.
Try It
SiteRequired
Agent
SourceRequired
Type
First Name
Last Name
Phone Number
Email Address
Address
Street Address
City
State
Zip Code
Contact Message
Notes
Region
New Contact
Triggers when a new contact is created.
Try ItCustom EntityRequired
Try ItCase/Incident Updated
Triggers when a case/incident has been updated.
Try It