Connect Microsoft Dynamics 365 - CRM integrations
Nurture your client relationships by automating Microsoft Dynamics 365 - CRM to instantly sync new sales leads and update service cases. Use our AI automation to score prospects based on their activity or trigger follow-up tasks for your sales team. Sign up today to build your unified commercial engine.
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This app is only available on the Enterprise plan.
This app is supported and maintained by Make.
Build your Microsoft Dynamics 365 - CRM integrations.
On Make, integrate Microsoft Dynamics 365 - CRM to automate workflows, leveraging it as a trigger for events such as new sales leads or updated service cases. Alternatively, utilize it as an action to instantly sync new sales leads, update service cases, and trigger follow-up tasks for your sales team.
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.
Looking to get more out of Microsoft Dynamics 365 - CRM? With Make you can visually integrate Microsoft Dynamics 365 - CRM into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
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
Traditional no-code iPaaS platforms are linear and non-intuitive. Make allows you to visually create, build, and automate without limits.
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