What Microsoft Dynamics CRM Triggers and Actions are Supported?#

Supported Triggers#

  • New Account - Triggered when a new account is created within your Dynamics CRM instance.
  • New Contact - Triggered when a new contact is created within your Dynamics CRM instance.
  • New Opportunity - Triggered when a new opportunity is created within your Dynamics CRM instance.
  • New Lead - Triggered when a new lead is created within your Dynamics CRM instance.

Supported Searches#

  • Find Contact - Finds an existing contact.
  • Find Lead - Finds an existing lead.

Supported Actions#

  • Create Contact - Creates a new contact.
  • Create Lead - Creates a new lead.
  • Update Lead - Updates any fields with data on the specified lead.
  • Create Account - Creates a new account.

How to Get Started with Microsoft Dynamics CRM on Zapier#

To get started with Microsoft Dynamics CRM on Zapier, first you will need to click to connect your Microsoft Dynamics CRM account to use with your Zap

Click to connect Microsoft Dynamics CRM

You’ll now be asked to log into your Microsoft Dynamics CRM account (unless you are already logged in)

If all steps were successful your Microsoft Dynamics CRM account will now be successfully connected.

Microsoft Dynamics CRM  connection successful

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Popular Things to do with Microsoft Dynamics CRM#

Common Problems with Microsoft Dynamics CRM on Zapier#

Getting error on connecting to Dynamics#

  • Our integration works with the newest version Dynamics CRM 2016 (v8 of the REST API). If you're using an older version of Dynamics, then unfortunately it will not be able to connect to Zapier. You'll need to upgrade your version of Dynamics.

  • We don't support Self hosted instances of Dynamics yet.

  • Dynamics 365 is not officially supported but may work.

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