Connect Microsoft Dynamics 365 - CRM integrations
Nurture your buyer journeys and track enterprise pipeline wins by automating Microsoft Dynamics 365 - CRM with Make. Linking this enterprise platform to our workflow automation tool lets you instantly trigger case resolutions, update sales records, and sync customer data across apps. Get started on Make today to instantly coordinate your enterprise workflows.
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Creates a new record.
Deletes an existing record.
Retrieves an existing record.
Performs an arbitrary authorized API call.
Searches for records or lists them all.
Updates an existing record.
Triggers when a new record has been created.
Connect any app with Microsoft Dynamics 365 - CRM
Popular Microsoft Dynamics 365 - CRM workflows.
Automate Microsoft Dynamics 365 CRM. Connect your favorite apps, sync customer data, and simplify your daily workflows.
Boost Productivity: Integrate Microsoft Dynamics 365 with Make
Connect Microsoft Dynamics 365 to thousands of apps using Make. Automate manual data entry, clean your database in real time, and build multi-step workflows to keep your sales and support teams aligned without any coding.
Automatically sync customer data and leads between Dynamics 365 and your other business tools without lifting a finger.
Bridge the gap between Dynamics 365 and thousands of external apps like Slack, Google Sheets, or Mailchimp without any coding.
Instantly alert your team in their preferred chat apps whenever a high-value lead is created or a major deal is closed.
Use Make to format, filter, and enrich incoming customer details before they are saved to your Dynamics 365 database.
FAQ
Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.
A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.
Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.
Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.
How it works
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