Connect Microsoft Dynamics 365 CRM and Moodle to unlock the power of automation
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How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Moodle - 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 "API Request (Beta)" in Moodle.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and Moodle, 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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Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about Microsoft Dynamics 365 CRM + Moodle 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 Moodle
What are the prerequisites for integrating Microsoft Dynamics 365 CRM with Moodle?
To integrate Microsoft Dynamics 365 CRM with Moodle, ensure you have active accounts in both platforms. Both platforms should also allow API access, which is essential for integration. Check that you have the necessary permissions to set up integrations in both systems.
How often are data syncs carried out between Microsoft Dynamics 365 CRM and Moodle?
Data syncs between Microsoft Dynamics 365 CRM and Moodle can be configured based on your needs. Real-time syncing is available, but it's also possible to schedule daily, weekly, or hourly syncs depending on the trigger events selected.
Can I create a new contact in Dynamics 365 when a user enrolls in a Moodle course?
Yes, our integration supports creating a new contact in Microsoft Dynamics 365 CRM whenever a user enrolls in a specified Moodle course. This action can be triggered automatically ensuring records are always updated without manual input.
Is it possible to update Moodle course completion status from within Dynamics 365?
Currently, updates from Microsoft Dynamics 365 CRM back to Moodle regarding course completion status may require custom development. Our platform natively supports retrieval of this information rather than sending it back.
What trigger events can initiate actions from Microsoft Dynamics 365 CRM to Moodle?
Trigger events from Microsoft Dynamics 365 CRM might include newly added contacts, updated lead statuses, or changes in account details. These triggers can then initiate corresponding actions like enrolling users into courses or updating profile information in Moodle.
Are there limitations on the type of data that can be shared between the two systems?
While many types of data such as user information and enrollment details can be shared between Microsoft Dynamics 365 CRM and Moodle, sensitive fields or customized data structures may not be directly transferable without additional configuration.
Can workflow automation be set up for tasks across both platforms?
Absolutely! We allow setting up complex workflow automations that bridge tasks between both systems. Predefined triggers and actions help you streamline operations where activities like notifying users upon course completion sync seamlessly across your workflows.