Microsoft Dynamics 365 CRM + Evidence Integration
Integrate Evidence to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Display customer actions, build social proof, update notifications, and drive higher sales automatically.
Free forever.Use premium features free for 14 days.1.
Contact is updated in Microsoft Dynamics 365 CRM- Sales order is created in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
2.
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Get marketing list members in Microsoft Dynamics 365 CRM
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
Create evidence notification in Evidence
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Evidence Integration
Create social proof notifications, display customer actions, update records, and drive higher sales, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
Create your workflow with Integrately AI.Simply describe what you want to automate, and Integrately AI will build it for you.
Connect more apps to your Evidence + Microsoft Dynamics 365 CRM flow
Capture customer actions, sync records across platforms, and alert your team instantly. Pick a combination and activate it in one click.
+
Shopify (4)
Shopify (4) +
Mailchimp (4)
Mailchimp (4) +
Hubspot (4)
Hubspot (4) +
Stripe (4)
Stripe (4) +
Slack (4)
Slack (4) +
Calendly (4)
Calendly (4) S
M
E
When a Shopify order is created, create a contact in Microsoft Dynamics 365 CRM and add an evidence notification in Evidence.
New Shopify orders instantly create a Microsoft Dynamics 365 CRM contact and trigger an Evidence notification, keeping your sales pipeline and social proof updated simultaneously.
M
E
S
When a contact is created in Microsoft Dynamics 365 CRM, create an evidence notification in Evidence and add a customer in Shopify.
New Microsoft Dynamics 365 CRM contacts trigger Evidence notifications and Shopify customer profiles without manual copy-pasting.
M
E
S
When a Microsoft Dynamics 365 CRM lead is updated, create an evidence notification in Evidence and create an order in Shopify.
Updated lead details in Microsoft Dynamics 365 CRM trigger Evidence notifications and Shopify orders automatically.
S
M
E
Use ChatGPT to review a new Shopify order, update Microsoft Dynamics 365 CRM, and create an evidence notification in Evidence.
ChatGPT analyses new Shopify orders before Microsoft Dynamics 365 CRM updates and Evidence notifications are created.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Evidence
Mix and match to build the exact automation you need
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
Try it → Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
Try it → Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
Try it → Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
Try it → Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
Try it → Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it → Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
Try it → Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
Try it → Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
Try it → Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
Try it → Evidence Triggers & Actions
Create evidence notification in Evidence
Creates a notification for newly generated evidence
Try it → What can you automate with Evidence + Microsoft Dynamics 365 CRM?
Streamline your customer data and social proof notifications with automated workflows designed for accuracy and speed.
🔄
Sync Microsoft Dynamics 365 CRM Contacts to Evidence
Automatically generate an Evidence notification whenever a new contact or order is created in Microsoft Dynamics 365 CRM. Keep your live site credibility constantly updated with real customer activity.
📝
Capture Every Submitted Field
Map all available customer details and custom fields from Microsoft Dynamics 365 CRM straight into your Evidence notifications. Ensure your social proof displays rich, accurate context.
🔔
Notify Your Team Instantly
Trigger instant team alerts in Slack or via email whenever a high-value Microsoft Dynamics 365 CRM order or contact is processed alongside your site notifications.
🔀
Branch Workflows Based on Submitted Fields
Route leads and trigger specific Evidence notifications depending on the tier, product, or value submitted in Microsoft Dynamics 365 CRM.
📊
Keep Destination Records Up to Date
Automatically update existing Microsoft Dynamics 365 CRM contacts and Evidence records whenever customer information changes, preventing data fragmentation.
🛡️
Add or Update Without Duplicates
Search existing Microsoft Dynamics 365 CRM records before creating new ones, ensuring your database remains clean and free of duplicate contact entries.
⏱️
Handle Later Status Changes
Trigger automated workflows when a Microsoft Dynamics 365 CRM opportunity status updates or when a payment state changes in connected financial apps.
🔌
Extend Flows to Supporting Apps
Connect your core Evidence and Microsoft Dynamics 365 CRM automation with Slack, HubSpot, Shopify, or Mailchimp to build robust multi-step business pipelines.
And much more...
Who is Evidence + Microsoft Dynamics 365 CRM integration for?
Teams connecting customer actions and sales records eliminate manual data entry, keeping social proof feeds and CRM pipelines perfectly aligned.
Performance analysts
Sales representatives
Account managers
Customer support teams
Marketing managers
Operations leads
📈
Performance analysts
You're tracking customer actions in Evidence to build credibility, but your reporting sheet only updates when someone manually exports records, so the metrics you review are always outdated — connecting these apps means every new action flows straight into your reporting tool and your numbers stay current.
⚡
Sales representatives
You manage incoming leads in Microsoft Dynamics 365 CRM, but order updates take hours to reflect across your engagement tools, so you miss prime opportunities for follow-up — automating both apps means every lead and order status change triggers instant updates so you never lag behind.
🤝
Account managers
You report weekly client progress based on Microsoft Dynamics 365 CRM pipelines, but manual data gathering leaves gaps in your historical records, making client reviews stressful — this integration means every account update and order is logged automatically for effortless reporting.
🎧
Customer support teams
You handle high volumes of customer cases in Microsoft Dynamics 365 CRM while managing site notifications separately, leading to missed synchronisations and inconsistent customer data — with this integration, case updates flow seamlessly across platforms to maintain absolute accuracy.
🎯
Marketing managers
You rely on Evidence social proof to drive conversions, but manual setup delays new customer notifications from appearing on your site, reducing promotional impact — connecting these apps means every customer action triggers a live notification instantly.
📋
Operations leads
You audit customer data and sales orders across multiple systems every day, but missing entries create persistent blind spots in your pipeline history — automating both apps means complete record history is maintained without manual intervention.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Dynamics 365 CRM + Evidence
Build and manage your Microsoft Dynamics 365 CRM + Evidence automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Evidence with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Microsoft Dynamics 365 CRM + Evidence Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Microsoft Dynamics 365 CRM + Evidence Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Evidence to Microsoft Dynamics 365 CRM?
You can connect Evidence to Microsoft Dynamics 365 CRM instantly using 1-click automations on Integrately. Select a ready workflow, link your accounts, and let Integrately AI handle the setup.
Can I display Microsoft Dynamics 365 CRM contacts as social proof notifications in Evidence?
Can I connect Evidence, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Evidence and Microsoft Dynamics 365 CRM?
How does Evidence handle customer action data during automation?
How does Microsoft Dynamics 365 CRM manage contact and order data in workflows?
Can I automate Evidence and Microsoft Dynamics 365 CRM without any coding experience?
Is the Evidence and Microsoft Dynamics 365 CRM integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Evidence or Microsoft Dynamics 365 CRM With 1500+ Other Apps
Popular Evidence Integrations
Connect Evidence to marketing, email, and analytics platforms to maximize customer trust and engagement.
See All
Evidence Integrations
Evidence Integrations
No popular apps found
Popular Microsoft Dynamics 365 CRM Integrations
Sync Microsoft Dynamics 365 CRM with accounting, project management, and reporting tools to keep data working across your stack.
See All
Microsoft Dynamics 365 CRM Integrations
Microsoft Dynamics 365 CRM Integrations
No popular apps found
