Microsoft Dynamics 365 CRM + SuiteDash

Create and update SuiteDash companies when new Microsoft Dynamics 365 CRM contacts are added

Effortlessly keep your SuiteDash company records up-to-date with this streamlined workflow. Whenever a new contact is added in Microsoft Dynamics 365 CRM, their information will be used to update the corresponding company in SuiteDash. This automation saves you time and ensures a consistent flow of data between your CRM and SuiteDash platforms.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerPolling
automatically do this!
Update Company
Update company.
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
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Company NameRequired
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
- Associated Contacts
- Role
- First Name
- Last Name
- Primary Email
Action
Write
- RoleRequired
- First NameRequired
- Last NameRequired
- Primary EmailRequired
- Company
- Create Company if No Exact Match
- On-Boarding FLOW
- Folder Generator
- User Timezone
- Coordinator
- Assign Circle
- Event Generator
- Audience
- Schedules
- Project Generators
- Tags
- Physical Address
- Address Line 1
- Address Line 2
- City
- State / Province
- ZIP / Postal Code
- Country
- Work Email
- Home Email
- Background Info
- Job Title
- Deal Generator
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
- Send Email to Coordinator
- Send Portal Access Invitation
- Amount
- Title
- Currency
- Plan
Action
Write
- Update ContactRequired
- Email
- First Name
- Last Name
- User Timezone
- Coordinator
- Assign Circle
- Tags
- Physical Address
- Address Line 1
- Address Line 2
- City
- State / Province
- ZIP / Postal Code
- Country
- Work Email
- Home Email
- Background Info
- Job Title
- Primary Phone
- Work Phone
- Shop Phone
- Home Phone
- Website
Action
Write
- Update TaskRequired
- StatusRequired
- PriorityRequired
- Task TitleRequired
- Project
- Type
- Assign User
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write
- NameRequired
Action
Search
- NameRequired
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 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
New Company
Triggers when a new company is created.
Trigger
Polling
Try It
New Project
Triggers when a new project is created.
Trigger
Polling
Try It
- Type
- StatusRequired
- PriorityRequired
- Project
- Assign User
- Task TitleRequired
- Estimated Time Required (Hours)
- Total Time Spent (Hours)
- Task Description
- Due Date
- Tags
Action
Write
- Project Template
- Project Status
- Users Assigned to the Project
- Assigned ClientRequired
- Project NameRequired
- Estimated Completion DateRequired
- Project Description
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
Action
Write
- Update CompanyRequired
- Company Name
- Category
- Primary Phone
- Work Email
- Home Email
- Im
- Website
- Physical Address
- Background Info
- Work Phone
- Shop Phone
- Home Phone
- Tags
Action
Write
- Update ProjectRequired
- Users Assigned to the Project
- Assigned Client
- Project Name
- Project Description
- Project Status
- Estimated Value
- Currency
- Project Leader
- Set Estimated Time/Time Spent As
- Estimated Completion Date
Action
Write
- NameRequired
Action
Search
- NameRequired
Action
Search
- NameRequired
Action
Search

About Microsoft Dynamics 365 CRM

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

Learn more

Related categories

Similar apps

About SuiteDash

SuiteDash is a multi-tool business management platform that enables collaboration & communication both with your team, and with your clients.

Related categories

Project Management

Related Zap Templates

Create SuiteDash contacts from new Microsoft Dynamics 365 CRM leads

Related Zap Templates

Create SuiteDash contacts from new Microsoft Dynamics 365 CRM leads

Microsoft Dynamics 365 CRM + SuiteDash

Create and update SuiteDash companies when new Microsoft Dynamics 365 CRM contacts are added

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

New Contact

New Task

Create Company

Create Contact

Update Contact

Update Task

Find Contacts

Find Task

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

New Company

New Project

Create Task

Create Project

Update Company

Update Project

Find Company

Find Project

Find Staff

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

About SuiteDash

Related categories