Connect Microsoft Dynamics 365 CRM and monday.com to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft Dynamics 365 CRM to monday.com with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with monday.com - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Account" from Microsoft Dynamics 365 CRM.
Add your action
An action happens after the trigger—such as "Archive Board" in monday.com.
You’re connected!
Zapier seamlessly connects Microsoft Dynamics 365 CRM and monday.com, automating your workflow.
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Frequently Asked Questions about Microsoft Dynamics 365 CRM + monday.com integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft Dynamics 365 CRM and monday.com
How does the integration between Microsoft Dynamics 365 CRM and monday.com work?
Our integration connects Microsoft Dynamics 365 CRM with monday.com through predefined triggers and actions, allowing information to be seamlessly transferred without manual input. For example, when a new lead is created in Dynamics 365 (trigger), a matching item can be automatically created in monday.com (action). This ensures real-time updates and synchronization between both platforms.
What are some common triggers available with this integration?
We provide several common triggers for integration, such as 'New Lead Created', 'Opportunity Won', 'Account Updated', and more in Microsoft Dynamics 365 CRM that can prompt actions in monday.com. These triggers help automate workflows by responding immediately to changes within your CRM.
What are some of the actions that can be executed in monday.com upon a trigger from Dynamics 365?
Actions in monday.com include creating or updating items, changing status columns, sending notifications to team members, and adding comments. These actions get executed as an automatic response to specific events captured by triggers from Microsoft Dynamics 365 CRM.
Is it possible to customize the fields mapped between Microsoft Dynamics 365 CRM and monday.com?
Yes, we offer customization options to map specific fields between Dynamics 365 CRM and monday.com according to your workflow requirements. This allows you to tailor the integration logic based on your business needs.
How often does the data sync occur between these two platforms?
The data sync between Microsoft Dynamics 365 CRM and monday.com occurs in real time. Once a trigger event happens, relevant data is sent instantly from one application to the other through our automated workflow process.
Can I track progress directly within both systems after integrating them?
Certainly! Post-integration, any updates made within projects or tasks are reflected immediately across both Microsoft Dynamics 365 CRM and monday.com. This facilitates efficient tracking of project progress without needing additional manual updates on either platform.
Do I need any technical expertise to set up this integration?
No technical expertise is required for setting up the integration. The process involves selecting desired triggers and actions from our user-friendly interface, mapping fields if necessary, hence making it accessible even for users with limited technical background.
Practical ways you can use Microsoft Dynamics 365 CRM and monday.com
Monitor updated cases in task boards.
When a case is updated in Microsoft Dynamics 365 CRM, Zapier creates or updates an item on a monday.com board. Engineers can keep track of important case details and prioritize their workload effectively, leading to improved team coordination.
Engineering
Sync custom entities to project boards.
When a new custom entity is created in Microsoft Dynamics 365 CRM, Zapier will automatically create a new item in monday.com on a specific board. This ensures the IT team has a clear view of all new system implementations or other tracked activities, saving time and improving data visibility.
IT
Track opportunities in project boards.
When a new opportunity is created in Microsoft Dynamics 365 CRM, Zapier automatically adds an item to a selected monday.com board. This gives marketers visibility into potential clients and project preparations, enabling better campaign alignment and lead tracking.
Marketing & Marketing OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling - Custom EntityRequired
Try ItTriggerPolling
- New Case/Incident
Triggers when a new case/incident is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling
