Connect Microsoft Dynamics 365 CRM and Simpro to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to Simpro with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Simpro - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Create Company Customer" in Simpro.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Simpro, automating your workflow.
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.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
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Connect Microsoft Dynamics 365 CRM and Simpro 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
Create more impactful campaigns with automation
Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Simpro 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 Simpro
What is Microsoft Dynamics 365 CRM and Simpro integration?
Integrating Microsoft Dynamics 365 CRM with Simpro allows users to streamline their customer relationship management and field service management tasks. Through this integration, triggers from Dynamics 365 such as 'new lead creation' can automatically create actions in Simpro, like generating a new customer record, thereby reducing manual data entry.
How do I set up triggers for the integration?
Setting up triggers in the integration involves selecting specific events within Microsoft Dynamics 365 CRM or Simpro that will initiate an action in the other application. For instance, a change in a customer's status within Dynamics can trigger an update to their corresponding job details in Simpro.
Can I customize which actions are triggered by specific events?
Yes, customization is possible. You can define specific rules so that certain triggers in Dynamics 365 lead to particular actions in Simpro. This ensures that your workflow aligns perfectly with your business processes. For example, closing a deal in Dynamics could automatically initiate an installation job in Simpro.
Are there any limitations on the data types or fields that can be synced between the two systems?
While most essential data types and fields can be synced between Microsoft Dynamics 365 CRM and Simpro, some advanced custom fields may require additional configuration or may not be supported directly through standard integration methods.
What happens if there is a connectivity issue during a sync operation?
If there's a connectivity issue during synchronization between Microsoft Dynamics 365 CRM and Simpro, our system will automatically attempt to re-establish the connection and retry the operation. Persistent issues are logged for further investigation.
How frequently do data updates occur between Microsoft Dynamics 365 CRM and Simpro?
The frequency of data updates between Microsoft Dynamics 365 CRM and Simpro depends on how you configure your triggers. Real-time sync is possible for critical operations, while less essential updates might happen every few hours based on scheduled synchronization settings.
Is it possible to test the integration without affecting live data?
Yes, you can test the integration using sandbox environments provided by both Microsoft Dynamics 365 CRM and Simpro. This allows you to simulate real-world scenarios without impacting your actual business data or operations.
