Integration · CRM

Microsoft Dynamics

Automate CRM operations in Dynamics 365 including lead management, opportunity tracking, and account updates. Keep your sales pipeline synchronized with upstream business events.

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Microsoft Dynamics
SchedulerWorkflow

What you can do

What you can do with Microsoft Dynamics.

  • Create leads in Dynamics 365 from web form submissions

  • Update opportunity stages based on contract milestones

  • Sync account data between Dynamics 365 and billing systems

Operations

Microsoft Dynamics operations.

List Accounts

Get Account

Create Account

List Contacts

Create Contact

List Opportunities

How it works

How it works.

  1. Add it
    Drop the integration onto the Workflow canvas or attach it to a Scheduler job — no code.
  2. Configure
    Pick the operation and fill in the fields; credentials are stored encrypted and resolved only at run time.
  3. Run
    Execute it inline as part of an automation, or on a cron or interval at fleet scale.

Related

More CRM integrations.

Affinity

Affinity

Manage contacts, organizations, and deal pipelines in Affinity CRM

Agile CRM

Agile CRM

Manage contacts, companies, deals, and sales tasks in Agile CRM platform

Attio

Attio

Manage records, lists, and relationship data in Attio next-generation CRM

Capsule

Capsule

Manage contacts, organizations, opportunities, and tasks in Capsule CRM

Clay

Clay

Manage enrichment tables, import rows, and query data through the Clay API

Close

Close

Manage leads, contacts, opportunities, and activities in Close CRM platform

Wire Microsoft Dynamics into your operation.

AccuOSS deploys AccuOps and builds the automations that put integrations like this to work.

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