Microsoft Dynamics 365 CRM + AiSensy Integration

Integrate AiSensy to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Trigger automated WhatsApp notifications, send template messages, alert your team, and streamline customer communication instantly.

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1.
  • Microsoft Dynamics 365 CRM
    Sales order is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Contact is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Account is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Opportunity is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Case is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is created in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Lead is updated in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Quote is updated in Microsoft Dynamics 365 CRM
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Ready Workflows Ready Workflows for AiSensy + Microsoft Dynamics 365 CRM Integration

Trigger WhatsApp messages from CRM events, send automated notifications, keep records updated, and engage customers, all in just one click.

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Microsoft Dynamics 365 CRM + AiSensy Integration

Send AiSensy template message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a template message through AiSensy letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - AiSensy integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your AiSensy + Microsoft Dynamics 365 CRM flow

Sync customer data with support tools, email platforms, and team chat channels to keep your entire business aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
AiSensy
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
MailchimpMailchimp (3)
+
CalendlyCalendly (3)
M
S
A
Create a Salesforce lead from every new Microsoft Dynamics 365 CRM contact, and send a welcome message via AiSensy.
New Microsoft Dynamics 365 CRM contacts immediately appear in Salesforce as leads while triggering an automated WhatsApp message through AiSensy.
M
S
A
Update Salesforce records when a Microsoft Dynamics 365 CRM contact changes, and trigger an AiSensy notification.
Keep Salesforce synchronized with Microsoft Dynamics 365 CRM updates while keeping customers engaged via AiSensy WhatsApp notifications.
M
S
A
When a Microsoft Dynamics 365 CRM opportunity is created, log it in Salesforce and send an AiSensy alert.
New sales opportunities in Microsoft Dynamics 365 CRM immediately sync to Salesforce and trigger an internal AiSensy notification.

Supported triggers and actions for Microsoft Dynamics 365 CRM and AiSensy

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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AiSensy
AiSensy Triggers & Actions
No trigger is available
Send Template Message in AiSensy
Sends a reply
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What can you automate with AiSensy + Microsoft Dynamics 365 CRM?

Streamline your customer engagement and CRM operations with powerful automated workflows connecting Microsoft Dynamics 365 CRM events to AiSensy messaging.

What you can automate?
💬
Trigger WhatsApp messages from CRM contact creation
Automatically send a welcome template message via AiSensy the moment a new contact is created in Microsoft Dynamics 365 CRM. Engage prospects instantly without lifting a finger.
📋
Capture every submitted lead detail
Map comprehensive lead information from Microsoft Dynamics 365 CRM straight into AiSensy notification templates. Ensure your customer messages contain precise, relevant data.
🔔
Alert team members on new orders
Notify internal channels when a sales order is created in Microsoft Dynamics 365 CRM while simultaneously dispatching confirmation messages through AiSensy.
🔀
Branch workflows based on CRM fields
Execute different AiSensy template messages depending on specific field values like priority levels or deal stages in Microsoft Dynamics 365 CRM.
🔄
Keep records updated as status changes
Trigger automated AiSensy notifications whenever a case, lead, or account is updated in Microsoft Dynamics 365 CRM. Keep communication synchronized with CRM activity.
🛡️
Prevent duplicate communication entries
Search existing records before triggering AiSensy messages from Microsoft Dynamics 365 CRM events. Maintain clean outreach logs and avoid messaging contacts twice.
📦
Handle later status changes and quotes
Automate AiSensy follow-up messages when quotes or opportunities are updated in Microsoft Dynamics 365 CRM. Keep clients engaged throughout the pipeline.
🔌
Extend flows to Slack and support apps
Trigger Microsoft Dynamics 365 CRM updates and AiSensy messages while simultaneously posting team alerts in Slack or logging records in HubSpot.
And much more...

Who is AiSensy + Microsoft Dynamics 365 CRM integration for?

Sales, support, and marketing teams using AiSensy and Microsoft Dynamics 365 CRM eliminate manual data entry and engage customers instantly with automated workflows.

Sales managers
Sales managers
Customer support leads
Customer support leads
Operations directors
Operations directors
Growth marketing teams
Growth marketing teams
Account executives
Account executives
CRM administrators
CRM administrators
📈
Sales managers
You're reviewing lead conversion numbers in Microsoft Dynamics 365 CRM but your messaging follow-ups lag behind because reps type templates by hand, so response metrics are always out of date — this integration means every new lead triggers an instant WhatsApp message via AiSensy and your outreach stays timely.
⚡
Customer support leads
You manage support inquiries in Microsoft Dynamics 365 CRM but clients find out about case updates hours later because manual notifications take too long, so client satisfaction drops — automating both apps means every case status change triggers an instant AiSensy update and clients stay fully informed.
📊
Operations directors
You oversee business processes across Microsoft Dynamics 365 CRM and communication suites, but manual data handoffs create reporting gaps, so executive visibility suffers — connecting these apps means every CRM event instantly syncs with AiSensy messaging and your operational history remains complete.
🚀
Growth marketing teams
You launch campaigns that generate leads in Microsoft Dynamics 365 CRM, but manual messaging delays cause prospects to disengage, so campaign ROI drops — with this integration, every new lead receives an immediate AiSensy template message and conversion rates increase.
🤝
Account executives
You depend on upstream contact creation in Microsoft Dynamics 365 CRM to start client conversations, but notification delays stall your outreach, so deals stall — automating both apps means every new contact triggers immediate AiSensy engagement and you start conversations right away.
📝
CRM administrators
You maintain database accuracy in Microsoft Dynamics 365 CRM, but manual messaging tasks cause inconsistent customer touchpoints, so communication history has gaps — this integration means every CRM update triggers reliable AiSensy messaging and your interaction records stay pristine.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + AiSensy

Build and manage your Microsoft Dynamics 365 CRM + AiSensy automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + AiSensy with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
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Frequently Asked Questions

How do I connect AiSensy to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect AiSensy to Microsoft Dynamics 365 CRM in just one click using ready templates or by using Integrately AI. Bring in tools like HubSpot, Slack, and Salesforce to build comprehensive multi-step workflows without any coding skills.
Can I automatically trigger WhatsApp messages when a Microsoft Dynamics 365 CRM contact is created?
Frequently Asked Questions
Can I connect AiSensy, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for AiSensy and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How do contact updates in Microsoft Dynamics 365 CRM sync with AiSensy?
Frequently Asked Questions
Can I trigger AiSensy notifications when Microsoft Dynamics 365 CRM cases are updated?
Frequently Asked Questions
Do I need coding skills to automate AiSensy and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the AiSensy and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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