Microsoft Dynamics 365 CRM + Hive Integration

Integrate Hive to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each action handled. Create leads, update CRM records, alert your team, and trigger follow-ups automatically.

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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
  • Hive
    Action is created in Hive
  • Hive
    Action is updated in Hive
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2.
  • Microsoft Dynamics 365 CRM
    Search marketing list by name in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search lead in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update account in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search contact in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search Currency in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Create case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Update case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search case in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get account by ID in Microsoft Dynamics 365 CRM
  • Hive
    Create action in workspace in Hive
  • Hive
    Create action in project in Hive
  • Hive
    Send message in Hive
  • Hive
    Create project in Hive
  • Hive
    Add comment to action in Hive

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Ready Workflows Ready Workflows for Hive + Microsoft Dynamics 365 CRM Integration

Capture new actions, create CRM leads, keep records updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Hive Integration

Send Hive message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through Hive 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 - Hive 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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Activate
Microsoft Dynamics 365 CRM + Hive Integration

Create Hive action for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM and Hive are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Microsoft Dynamics 365 CRM, do you also create a action in Hive? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Connect more apps to your Hive + Microsoft Dynamics 365 CRM flow

Sync your project tracking and CRM data with email, messaging, and support tools to keep every team aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Hive
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
ZendeskZendesk (3)
+
Jira Software CloudJira Software Cloud (3)
H
M
M
Create a Microsoft Dynamics 365 CRM lead for every new Hive action, and send a confirmation email in Microsoft Outlook.
New Hive actions instantly create leads in Microsoft Dynamics 365 CRM and send confirmation emails through Microsoft Outlook without manual typing.
M
H
M
When a Microsoft Dynamics 365 CRM contact is updated, create a project in Hive and email the summary via Microsoft Outlook.
Updated contacts in Microsoft Dynamics 365 CRM automatically trigger new Hive projects and dispatch summary emails via Microsoft Outlook.
M
H
M
When a Microsoft Dynamics 365 CRM lead is created, add a comment to the related action in Hive and email your team in Microsoft Outlook.
New CRM leads add comments to existing Hive actions and notify team members via Microsoft Outlook email updates.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Hive

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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Search marketing list by name in Microsoft Dynamics 365 CRM
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Get contact by Id in Microsoft Dynamics 365 CRM
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Get marketing list members in Microsoft Dynamics 365 CRM
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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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Hive
Hive Triggers & Actions
Action is created in Hive
Triggers the automation when a new action is created
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Action is updated in Hive
Triggers the automation when action is updated
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Create action in workspace in Hive
Creates a new action within the workspace
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Create action in project in Hive
Creates a new action for a particular project
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Send message in Hive
Sends a new message
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Create project in Hive
Creates a new project
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Add comment to action in Hive
Adds a comment to a action in the workflow
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What can you automate with Hive + Microsoft Dynamics 365 CRM?

Streamline your business operations by connecting Hive actions and Microsoft Dynamics 365 CRM records in powerful, automated workflows.

What you can automate?
🔄
Sync Hive actions to Microsoft Dynamics 365 CRM leads
Automatically create a new lead in Microsoft Dynamics 365 CRM the moment an action is created in Hive. Eliminate manual data entry and keep your sales pipeline updated in real time.
📋
Capture every submitted field and detail
Map all available action descriptions, custom fields, and contact properties between Hive and Microsoft Dynamics 365 CRM. Ensure no vital project or customer data gets lost in transit.
🔔
Alert your team the second an update occurs
Notify your sales or project teams instantly whenever a new lead is created in Microsoft Dynamics 365 CRM or an action is updated in Hive. Keep everyone informed without manual check-ins.
🔀
Route records based on submitted field values
Branch your automation paths depending on specific criteria like lead tier, priority, or project type in Microsoft Dynamics 365 CRM and Hive. Direct records to the right team automatically.
🔄
Keep your CRM and project boards synchronized
Update matching contacts, accounts, and leads in Microsoft Dynamics 365 CRM whenever actions are modified in Hive. Maintain absolute data consistency across platforms.
🔍
Search and update instead of creating duplicates
Look up existing records in Microsoft Dynamics 365 CRM before creating new entries from Hive actions. Update current contacts and accounts cleanly without generating duplicate database rows.
🏷️
Handle later status changes and project milestones
Trigger automated updates in Microsoft Dynamics 365 CRM when Hive projects reach completion, get delayed, or change stages. Keep customer histories accurate throughout their lifecycle.
🔌
Extend your workflow with Slack notifications
Connect your core Hive and Microsoft Dynamics 365 CRM flow with Slack to broadcast deal updates and task completions directly to your company channels.
And much more...

Who is Hive + Microsoft Dynamics 365 CRM integration for?

Teams managing projects in Hive while running sales and customer operations in Microsoft Dynamics 365 CRM need real-time data synchronization to eliminate manual double-entry and prevent missed follow-ups.

Operations Directors
Operations Directors
Sales Managers
Sales Managers
Project Coordinators
Project Coordinators
Customer Success Leads
Customer Success Leads
Account Executives
Account Executives
Business Analysts
Business Analysts
📈
Operations Directors
You're overseeing project workflows in Hive but your CRM metrics only update when staff manually export records, so the reporting dashboards you review are always hours out of date — this integration means every new action and lead syncs instantly and your business data stays current.
⚡
Sales Managers
You need to act fast on incoming prospect data, but sales leads submitted in Microsoft Dynamics 365 CRM take hours to reach project teams in Hive, causing costly delays in client onboarding — automating both apps means every lead triggers an immediate action and your sales cycle moves without friction.
📊
Project Coordinators
You answer to clients who expect real-time visibility into project milestones, but manually updating tasks across Hive and Microsoft Dynamics 365 CRM leaves gaps in your status reports — connecting these apps means every project status update flows effortlessly between systems.
🔄
Customer Success Leads
The volume of client requests is too high for anyone to keep up by hand, leading to missed support tickets and untracked account changes between Hive and Microsoft Dynamics 365 CRM — automating both apps means every customer case and contact syncs automatically without manual oversight.
🤝
Account Executives
You own the next step in the sales pipeline and depend on upstream teams to hand over account details from Hive into Microsoft Dynamics 365 CRM, but manual handoffs frequently stall — with this integration, every account record updates instantly so you can close deals faster.
📋
Business Analysts
You need a reliable history of client interactions and keep finding gaps where project actions and CRM leads failed to match up during manual transfers — this integration means every contact, lead, and project action maintains a complete audit trail.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Hive

Build and manage your Microsoft Dynamics 365 CRM + Hive 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 + Hive 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 Hive to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Hive to Microsoft Dynamics 365 CRM in 1 click using ready templates or Integrately AI. Pair them with tools like Microsoft Outlook, Slack, and Salesforce to streamline your workflow.
Can I automatically create Microsoft Dynamics 365 CRM leads from Hive actions?
Frequently Asked Questions
Can I connect Hive, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Hive and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Hive handle action updates in this integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM sync new leads to Hive?
Frequently Asked Questions
Can I set up this automation without writing code?
Frequently Asked Questions
Is the Hive and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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