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5 ways to automate Microsoft Dynamics 365

By Danielle Antosz · September 30, 2022

Microsoft Dynamics is a powerful application for managing customer relationships, but there's an easy way to make it even more powerful. Connecting Microsoft Dynamics 365 with other tools in your tech stack can reduce manual data entry, help sales spot new leads faster, and provide access to crucial data you need to turn leads into customers. 

With Zapier's automated workflows—what we call Zaps—this can all be done automatically. No more importing leads from other platforms to Microsoft Dynamics or missing out on crucial customer updates. Here are five ways automation can make Microsoft Dynamics even more powerful. 

Please note: Microsoft Dynamics is a premium app—available on Zapier's paid plans. Learn more about premium apps

Table of contents

To get started with a Zap template—what we call our pre-made workflows—just click on the button, and we'll guide you through customizing it. It only takes a few minutes. You can read more about setting up Zaps here.

Automatically add new leads to Microsoft Dynamics 

The best way to improve lead conversion rates is to contact leads faster. Most companies wait hours (or days!) to reach out to new leads, resulting in lost leads—and lower revenue. Adding new leads to Microsoft Dynamics as soon as they fill out a form improves lead response rate and ensures you're tracking prospects throughout the buying process.  

Rather than entering all those new leads manually, you can upload new leads automatically from multiple sources using Zaps. For example, if someone fills out a form to download an eBook, Zapier can send that data over to Microsoft Dynamics and create a new lead. 

This happens in real-time, so you'll never miss out on a hot lead again. You can send welcome emails, start nurturing sequences, or register users for a webinar in seconds, not days. 

Copy new leads from Facebook Leads Ads to Microsoft Dynamics 365 CRM

Copy new leads from Facebook Leads Ads to Microsoft Dynamics 365 CRM
  • Facebook Lead Ads logo
  • Microsoft Dynamics 365 CRM logo
Facebook Lead Ads + Microsoft Dynamics 365 CRM

Add new leads to your email marketing campaigns

When you add a new lead to Microsoft Dynamics, what happens next? If you don't have a plan to nurture that lead, you could miss out on building customer relationships and conversions. After all, new leads don't become customers on their own. 

Adding new Microsoft Dynamics leads to your email marketing software allows you to nurture new leads, gather data, and segment leads into different buyer personas. By setting up automatic workflows, you can ensure no new leads fall through the cracks and build your email marketing list faster. 

Keep in mind you can use multiple Zaps in your lead workflow. For example, you might automatically add a new lead to Microsoft Dynamics when a user fills out a lead generation form, then use a second workflow to add that new lead to your email marketing platform. 

Zapier can connect Microsoft Dynamics with most major email platforms, including Active Campaign, Mailchimp, and Email Octopus. Use the workflows below to automatically create or update your email software when new leads are created or updated. 

Keep data updated in real time across all your tools

The average organization uses more than 100 different SaaS tools. That's a lot of platforms to keep updated! When data is missing or inconsistent, sales, marketing, and customer service teams don't have the information they need to deliver results. 

Updating data in real time can also improve marketing results by allowing you to update Google Ads if a lead converts offline or update a lead's contact information across the board. You can also create a new lead in Microsoft Dynamics when a lead fills out a form in HubSpot. 

Use Zaps to keep all your tools up to date 100% of the time. No more manual data entry, outdated contact information, or lost opportunities.  

Back up customer information to protect against data loss 

In business, having a backup plan is crucial to success. For example, you wouldn't go to an important client meeting without double checking your presentation is downloaded and in the cloud. Backing up customer data can provide a similar peace of mind. 

In addition to safeguarding against hardware issues, backing up customer data can protect your files from hacking, computer viruses, or power losses. Using Zaps, the process can be automated, so you're protected without even having to think about it. 

Connect Microsoft Dynamics with Google Sheets to automatically add new leads or opportunities to a spreadsheet in Google Drive. This data can also be accessed and analyzed by team members that don't have (or need) access to Microsoft Dynamics. 

Connect almost any app to Microsoft Dynamics to automate your workflows 

Zapier connects to thousands of apps, but there may be tools you use that don't have a Zapier integration. In that case, you'll want to use webhooks that push info from your apps to Microsoft Dynamics.

For example, say you use a form tool that doesn't integrate directly with Microsoft Dynamics. Rather than manually entering data when someone fills out a form, you can create a webhook that automatically looks for new entries and sends them over to Microsoft Dynamics. Use this Zap to get started.

Work smarter (not harder) with Microsoft Dynamics automation 

Automatically sharing information between Microsoft Dynamics and other platforms helps your team focus on gathering and nurturing leads rather than data management. Using automation to sync contact information and update new leads can improve outreach time and drive revenue. 

Want to tailor your Microsoft Dynamics workflows further? Use Zapier's filters to set conditions, so they're only triggered when they meet specific conditions. For example, you can choose to only send leads from a specific city to Microsoft Dynamics or only update contact's email addresses if they're from a certain domain. 

Microsoft Dynamics 360 is a favorite platform for many enterprise companies. Zapier helps make it even more powerful. 

New to Zapier? It's an automation tool that helps anyone connect apps and automate workflows—without any complicated code. Sign up for free to use this app, and many others, with Zapier.

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A Zap with the trigger 'When I get a new lead from Facebook,' and the action 'Notify my team in Slack'