Connect Mateo and Microsoft Dynamics 365 CRM to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Mateo and Microsoft Dynamics 365 CRM together. Build enterprise-grade automation in minutes.

Our most popular template

Add new Microsoft Dynamics 365 CRM contacts to Mateo
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Microsoft Dynamics 365 CRM + Mateo

Add new Microsoft Dynamics 365 CRM contacts to Mateo

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Microsoft Dynamics 365 CRM + Mateo

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate Mateo with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

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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 "Contact Created" from Mateo.

Add your action

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

You’re connected!

Zapier seamlessly connects Mateo 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.

- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Birthday
- Email
- Email Marketing Opt In
- Email Transactional Opt In
- External Id
- Facebook Marketing Opt In
- Facebook Transactional Opt In
- Full Name
- Google Business Messaging Marketing Opt In
- Google Business Messaging Transactional Opt In
- Id
- Instagram Marketing Opt In
- Instagram Transactional Opt In
- Is Blocked
- Salutation
- Sms
- Sms Marketing Opt In
- Sms Transactional Opt In
- Whatsapp
- Whatsapp Marketing Opt In
- Whatsapp Transactional Opt In
Action
Write
- CountryCode
- PhoneNumber
Action
Write
- To Handle
  Required
- To Full Name
- Conversation Id
- Conversation Status
- From
  Required
- Placeholder Values
- Reply To Message Id
- Review Channel Id
- Send After
- Subject
- Template Id
  Required
Action
Write

- Search
- Id
Action
Search
- Id
- Key
- Name
Action
Search

- Contact Id
- Conversation Id
- Id
- Status
Action
Search
- Id
- Name
Action
Search
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 Entity
  Required
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 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

- Name
  Required
Trigger
Instant
Try It
- Name
  Required
Trigger
Instant
Try It
- Birthday
- Email
- Email Marketing Opt In
- Email Transactional Opt In
- External Id
- Facebook Marketing Opt In
- Facebook Transactional Opt In
- Full Name
- Google Business Messaging Marketing Opt In
- Google Business Messaging Transactional Opt In
- Id
  Required
- Instagram Marketing Opt In
- Instagram Transactional Opt In
- Is Blocked
- Salutation
- Sms
- Sms Marketing Opt In
- Sms Transactional Opt In
- Whatsapp
- Whatsapp Marketing Opt In
- Whatsapp Transactional Opt In
Action
Write
- From
  Required
- Marketing Channel Id
- Placeholder Values
- Require Marketing Opt In
  Required
- Review Channel Id
- Send After
- Template Id
  Required
- Full Name
- Handle
  Required
- To Segments
Action
Write
- Id
- Name
Action
Search
- Search
- Id
Action
Search
- Id
- Key
- Name
Action
Search
- Id
- Name
Action
Search
- Id
- Key
- Name
Action
Search
- 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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Customers have created over 25 million Zaps on the platform

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Connect Mateo 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 Mateo 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 Mateo

Mateo is the platform for GDPR-compliant communication between businesses and customers, automating workflows and connecting apps seamlessly.

HelpHelp

Related categories

Communication

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

Related categories

CRM (Customer Relationship Management)Microsoft

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Connect Mateo and Microsoft Dynamics 365 CRM to power AI-driven automation

Launch your first automated workflow

Add new Microsoft Dynamics 365 CRM contacts to Mateo

Add new Microsoft Dynamics 365 CRM contacts to Mateo

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Mateo and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

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

6 ways to automate Microsoft Dynamics 365

Make work flow with AI

Connect Mateo to Microsoft Dynamics 365 CRM on the world's largest no-code automation platform