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Microsoft Dynamics 365 - CRM

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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Microsoft Dynamics 365 - CRM

This app is supported and maintained by Make.

Triggers and actions

Developed, supported and maintained by community users.

Watch Records
Triggers when a new record has been created.
Trigger
Create a Record
Creates a new record.
Action
Delete a Record
Deletes an existing record.
Action
Get a Record
Retrieves an existing record.
Action
Make an API Call
Performs an arbitrary authorized API call.
Action
Update a Record
Updates an existing record.
Action
Search Records
Searches for records or lists them all.
Search
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Microsoft Dynamics 365 - CRM

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Supercharge your 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.

Eliminate manual data entry

Automatically sync customer data and leads between Dynamics 365 and your other business tools without lifting a finger.

Real-time team notifications

Instantly alert your team in their preferred chat apps whenever a high-value lead is created or a major deal is closed.

Connect non-Microsoft apps instantly

Bridge the gap between Dynamics 365 and thousands of external apps like Slack, Google Sheets, or Mailchimp without any coding.

Automatic data cleaning

Use Make to format, filter, and enrich incoming customer details before they are saved to your Dynamics 365 database.

Support

FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

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.