AI by Zapier + Microsoft Dynamics 365 CRM

Analyze and return data in AI by Zapier when accounts are updated in Microsoft Dynamics 365 CRM

When an account is updated in Microsoft Dynamics 365 CRM, this workflow helps you analyze and process the new data with AI by Zapier. This smooth and efficient process enables businesses to make data-driven decisions quickly. Not having to manually transfer and analyze the data saves time, reduces margin for error, and improves overall efficiency. Stay on top of your CRM strategies with this smart automation.

When this happens...
Updated Account
Triggers when an account is updated.
TriggerPolling
automatically do this!
Analyze and Return Data
Extract data, analyze information, generate content — and more
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom EntityRequired
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- ProviderRequired
- AuthenticationRequired
- ModelRequired
- PromptRequired
- Input fields
- Knowledge Sources
- Output fields
- Return as an array of objects?
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- URL to Extract Content FromRequired
Action
Write
- URLs to Search AcrossRequired
- What to Search ForRequired
- Number of Results
Action
Write

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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AI by Zapier + Microsoft Dynamics 365 CRM

Analyze and return data in AI by Zapier when accounts are updated in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Analyze and Return Data

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Multiple Leads

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Extract Content From URL (Beta)

Search Content Across URLs (Beta)

About AI by Zapier

Related categories

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

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Insightly

Zapier Interfaces

Related Zap Templates

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