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Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with WooCommerce - no code necessary. See how you can get setup in minutes.

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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM logo
Microsoft Dynamics 365 CRM
1. Choose trigger event
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WooCommerce
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WooCommerce
2. Choose action
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1. Select the event
Setup
Test
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Microsoft Dynamics 365 CRM
Choose a trigger event

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 "Create Coupon" in WooCommerce.

You’re connected!

Zapier seamlessly connects Microsoft Dynamics 365 CRM and WooCommerce, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Microsoft Dynamics 365 CRM + WooCommerce 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 WooCommerce

What is required to set up the integration between Microsoft Dynamics 365 CRM and WooCommerce?

To set up the integration between Microsoft Dynamics 365 CRM and WooCommerce, you'll need access to both platforms, proper permissions, and an active Zapier account. We support various triggers like ‘New Order in WooCommerce’ which can activate actions like ‘Create Lead in Dynamics 365 CRM’.

How can I automate lead creation in Dynamics 365 from new orders in WooCommerce?

By setting up a trigger for a 'New Order' event from WooCommerce, you can automatically initiate an action in Dynamics 365 CRM to create a new lead. This seamless transfer ensures no potential customer information is lost.

Can product inventory updates in Dynamics 365 reflect on WooCommerce?

Yes, by using triggers set for inventory updates in Microsoft Dynamics 365 CRM, we can automate actions to update the product stock details directly within WooCommerce.

Is it possible to sync customer information between WooCommerce and Dynamics 365?

Absolutely. You can set triggers for when a customer is updated or created in either system which will then synchronize the information across both platforms through pre-defined actions.

How does error handling work with this integration?

Our platform provides detailed logs and notifications for any errors encountered during the integration process. You'll be alerted when an action fails or doesn't complete as expected, allowing for quick resolution.

What types of data can be exchanged between WooCommerce and Dynamics 365 CRM?

The integration supports various types of data exchange including customer details, order information, product details, and inventory levels. We enable specific triggers and actions tailored to these data types.

Are there limitations on the number of transactions that can be processed per hour?

The number of transactions processed may depend on your account level with us and specific rate limits set by either Microsoft Dynamics 365 CRM or WooCommerce platforms. We recommend checking our documentation or contacting support for detailed insights into transaction limitations.

Practical ways you can use Microsoft Dynamics 365 CRM and WooCommerce

Sync WooCommerce orders to Microsoft Dynamics.

Easily keep track of sales from your WooCommerce store by adding every new order as an updated order in Microsoft Dynamics CRM. This integration eliminates the need for manual input, ensuring sales data is always up-to-date, so you can focus more on strategic decisions rather than administrative tasks.

Business Owner
Try it
Add Microsoft Dynamics leads as WooCommerce customers.

Save time on manual data entry by automatically syncing new leads created in Microsoft Dynamics CRM with your WooCommerce store. When a new lead is added, Zapier will create a corresponding customer in WooCommerce. Ensure your marketing efforts are reflected seamlessly in your eCommerce platform, minimizing errors and improving campaign alignment.

Marketing & Marketing Ops

Supported 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.

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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About WooCommerce
WooCommerce is the eCommerce platform for WordPress. This connection requires a paid extension.
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