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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Client Created" from Fusion Operations.

Add your action

An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.

You’re connected!

Zapier seamlessly connects Fusion Operations and Microsoft Dynamics 365 CRM, 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.

Client Created
Triggers when clients are created
Trigger
Instant
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Production Order Created
Triggers when production orders are created
Trigger
Instant
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Purchase Order Created
Triggers when purchase orders are created
Trigger
Instant
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Receiving Inventory Movement Created
Triggers when receiving inventory movements are created.
Trigger
Instant
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Sales Order Closed
Triggers when sales orders are closed
Trigger
Instant
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Sales Order Updated
Triggers when sales orders are updated
Trigger
Instant
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Shipping Inventory Movement Updated
Triggers when shipping inventory movements are updated.
Trigger
Instant
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Supplier Created
Triggers when suppliers are created
Trigger
Instant
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- Code
  Required
- Name
- VAT Number
- Contact Phone Number
- Contact Email
- Contact Name
- Is Default Contact
- Address Code
- Address Name
- Address City
- Address Street Number And Name
- Address Post Code
- Address State
- Address Country
- Is Default Address
Action
Write
- Code
  Required
- Description
- Unique
- Start date
  Required
- Due Date
  Required
- Active
- Ended
- Archived
- Shipping
- Product
  Required
- Quantity Ordered
  Required
- Observations
- Batch Number
- Worker Number
- Worker Group Name
- Machine
- Custom Field
- Custom Field Value
Action
Write
- Code
  Required
- Creation Date
  Required
- Client
- Billing Address
- Ended
- Archived
- Observations
- Notes
- External Notes
- Shipping Requested Date
- Shipping Due Date
- Shipping Delivery Address
- Shipping Product Product
- Shipping Product Quantity Ordered
  Required
- Shipping Product Unit Price
- Shipping Product Total Price
- Shipping Product Observations
- Shipping Shipping Price
- Shipping Site
- Parameters Name
- Parameters Value
Action
Write
- ID
- Code
  Required
- Name
- VAT Number
- Contact Phone Number
- Contact Email
- Contact Name
- Is Default Contact
- Address Code
- Address Name
- Address City
- Address Street Number And Name
- Address Post Code
- Address State
- Address Country
- Is Default Address
Action
Write
- ID
  Required
- Code
  Required
- Creation Date
  Required
- Supplier
- Billing Address
- Active
- Ended
- Archived
- Observations
- Notes
- External Notes
- Receiving Product ID
- Receiving ID
- Receiving Requested Date
- Receiving Due Date
- Receiving Delivery Address
- Receiving Product Product
- Receiving Product Quantity Ordered
  Required
- Receiving Product Observations
- Receiving Product Unit Cost
- Receiving Product Total Cost
- Receiving Shipping Cost
- Parameters Name
- Parameters Value
Action
Write
- ID
- Code
  Required
- Name
  Required
- VAT Number
- Expiration Date
- Contact Phone Number
- Contact Email
- Contact Name
- Is Default Contact
- Address Code
- Address Name
- Address City
- Address Street Number And Name
- Address Post Code
- Address State
- Address Country
- Is Default Address
Action
Write
- Id
Action
Search
- Id
Action
Search
- Id
Action
Search
- Code
Action
Search
- Code
Action
Search
- Code
- Open
- Closed
- Archived
Action
Search
- Code
  Required
- Name
- VAT Number
- Contact Phone Number
- Contact Email
- Contact Name
- Is Default Contact
- Address Code
- Address Name
- Address City
- Address Street Number And Name
- Address Post Code
- Address State
- Address Country
- Is Default Address
Action
Search or write
- Code
  Required
- Name
- Operation Code
- Operation Name
Action
Search or write
- Code
  Required
- Open
- Closed
- Archived
- Creation Date
  Required
- Client
- Billing Address
- Ended
- Observations
- Notes
- External Notes
- Shipping Requested Date
- Shipping Due Date
- Shipping Delivery Address
- Shipping Product Product
- Shipping Product Quantity Ordered
  Required
- Shipping Product Unit Price
- Shipping Product Total Price
- Shipping Product Observations
- Shipping Shipping Price
- Shipping Site
- Parameters Name
- Parameters Value
Action
Search or write
New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
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- 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 type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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 Entity
  Required
- 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

Client Updated
Triggers when clients are updated
Trigger
Instant
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Purchase Order Closed
Triggers when purchase orders are closed
Trigger
Instant
Try It
Purchase Order Updated
Triggers when purchase orders are updated
Trigger
Instant
Try It
Receiving Inventory Movement Updated
Triggers when receiving inventory movements are updated.
Trigger
Instant
Try It
Sales Order Created
Triggers when sales orders are created
Trigger
Instant
Try It
Shipping Inventory Movement Created
Triggers when shipping inventory movements are created.
Trigger
Instant
Try It
Stock Updated
Triggers when a stock from a product is updated.
Trigger
Instant
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Supplier Updated
Triggers when suppliers are updated
Trigger
Instant
Try It
- Code
  Required
- Name
- Operation Code
- Operation Name
Action
Write
- Code
  Required
- Creation Date
  Required
- Supplier
- Billing Address
- Active
- Ended
- Archived
- Observations
- Notes
- External Notes
- Receiving Requested Date
- Receiving Due Date
- Receiving Delivery Address
- Receiving Product Product
- Receiving Product Quantity Ordered
  Required
- Receiving Product Observations
- Receiving Product Unit Cost
- Receiving Product Total Cost
- Receiving Shipping Cost
- Parameters Name
- Parameters Value
Action
Write
- Code
  Required
- Name
  Required
- VAT Number
- Expiration Date
- Contact Phone Number
- Contact Email
- Contact Name
- Is Default Contact
- Address Code
- Address Name
- Address City
- Address Street Number And Name
- Address Post Code
- Address State
- Address Country
- Is Default Address
Action
Write
- ID
- Code
  Required
- Description
- Unique
- Start date
  Required
- Due Date
  Required
- Active
- Ended
- Archived
- Shipping
- Product
  Required
- Quantity Ordered
  Required
- Observations
- Batch Number
- Worker Number
- Worker Group Name
- Machine
- Custom Field
- Custom Field Value
Action
Write
- ID
  Required
- Code
  Required
- Creation Date
  Required
- Client
- Billing Address
- Ended
- Archived
- Observations
- Notes
- External Notes
- Shipping Product ID
- Shipping ID
- Shipping Requested Date
- Shipping Due Date
- Shipping Delivery Address
- Shipping Product Product
- Shipping Product Quantity Ordered
  Required
- Shipping Product Unit Price
- Shipping Product Total Price
- Shipping Product Observations
- Shipping Shipping Price
- Shipping Site
- Parameters Name
- Parameters Value
Action
Write
- Id
Action
Search
- Id
Action
Search
- Id
Action
Search
- Id
Action
Search
- Code
Action
Search
- Code
- Open
- Closed
- Archived
Action
Search
- Code
Action
Search
- Code
  Required
- Description
- Unique
- Start date
  Required
- Due Date
  Required
- Active
- Ended
- Archived
- Shipping
- Product
  Required
- Quantity Ordered
  Required
- Observations
- Batch Number
- Worker Number
- Worker Group Name
- Machine
- Custom Field
- Custom Field Value
Action
Search or write
- Code
  Required
- Open
- Closed
- Archived
- Creation Date
  Required
- Supplier
- Billing Address
- Active
- Ended
- Observations
- Notes
- External Notes
- Receiving Requested Date
- Receiving Due Date
- Receiving Delivery Address
- Receiving Product Product
- Receiving Product Quantity Ordered
  Required
- Receiving Product Observations
- Receiving Product Unit Cost
- Receiving Product Total Cost
- Receiving Shipping Cost
- Parameters Name
- Parameters Value
Action
Search or write
- Code
  Required
- Name
  Required
- VAT Number
- Expiration Date
- Contact Phone Number
- Contact Email
- Contact Name
- Is Default Contact
- Address Code
- Address Name
- Address City
- Address Street Number And Name
- Address Post Code
- Address State
- Address Country
- Is Default Address
Action
Search or 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 Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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_name
  Required
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

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Connect Fusion Operations and Microsoft Dynamics 365 CRM 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

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Make work flow with AI

Level up your Fusion Operations to Microsoft Dynamics 365 CRM integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Fusion Operations

Fusion Operations is your real-time information system. Get clear and actual data about your factory’s performance, reduce waste, and increase efficiency.

HelpHelp

Related categories

Product Management

About Microsoft Dynamics 365 CRM

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

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)Microsoft

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