

Microsoft Dynamics 365 CRM + Nanonets OCR Integration
Integrate Microsoft Dynamics 365 CRM to Nanonets OCR in one click, or tell Integrately AI how you want each lead handled. Extract document details, create and update leads, alert your sales team, and trigger follow-ups automatically.
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Ready Workflows for Microsoft Dynamics 365 CRM + Nanonets OCR Integration
Extract document data, create leads, update contacts, alert your team, and trigger follow-ups, 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 Microsoft Dynamics 365 CRM + Nanonets OCR flow
Send extracted document insights to your storage, notify team channels, and create invoices or follow-up emails instantly. Pick a combination and activate it in one click.


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Google Drive (2)
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Gmail (2)
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QuickBooks Online (2)
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Microsoft Outlook (2)
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Slack (2)
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Docparser (2)
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When a prediction is created in Nanonets OCR, upload the file to Google Drive and create a lead in Microsoft Dynamics 365 CRM
New document predictions automatically save their files to Google Drive and create leads in Microsoft Dynamics 365 CRM without manual exporting.
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When a lead is created in Microsoft Dynamics 365 CRM, create a prediction for image file in Nanonets OCR and save it in Google Drive
New Microsoft Dynamics 365 CRM leads trigger OCR processing in Nanonets OCR and save the output files in Google Drive instantly.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Nanonets OCR
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 → 
Nanonets OCR Triggers & Actions
Instant
Prediction is created in Nanonets OCR
Triggers the automation when a prediction is created
Try it → What can you automate with Microsoft Dynamics 365 CRM + Nanonets OCR?
Streamline document processing by turning image predictions into CRM leads, updating accounts, and syncing details across your business stack.
🤖
Turn document predictions into CRM leads
Automatically create a new lead in Microsoft Dynamics 365 CRM the moment a prediction is created in Nanonets OCR. Eliminate manual data entry and connect incoming documents to your pipeline instantly.
📝
Capture every extracted field from documents
Map all extracted text fields from Nanonets OCR predictions into corresponding Microsoft Dynamics 365 CRM fields. Your records capture complete details for every customer document processed.
🔔
Alert your team when extractions finish
Notify your sales or support channel immediately when Nanonets OCR finishes processing a document and updates Microsoft Dynamics 365 CRM. Keep your team aligned and ready to act.
🔀
Route records based on submitted document values
Direct high-value document extractions to senior sales reps or specific account tiers within Microsoft Dynamics 365 CRM. Ensure priority items receive immediate attention.
🔄
Keep Microsoft Dynamics 365 CRM records current
Update existing leads, contacts, or accounts in Microsoft Dynamics 365 CRM whenever new predictions arrive from Nanonets OCR. Maintain accurate history without manual record editing.
🔍
Search and update to prevent duplicates
Search for existing contacts or accounts in Microsoft Dynamics 365 CRM before creating new entries from Nanonets OCR predictions. Keep your database clean and free of duplicate profiles.
📌
Handle later case status updates
Update support cases or lead stages in Microsoft Dynamics 365 CRM when document analysis finishes or changes state in Nanonets OCR. Track progress accurately across both systems.
📁
Extend document flows to Google Drive
Trigger Microsoft Dynamics 365 CRM updates and Nanonets OCR predictions while automatically archiving processed document files in Google Drive. Connect your complete document workflow in one click.
And much more...
Who is Microsoft Dynamics 365 CRM + Nanonets OCR integration for?
Sales teams, operations managers, and finance professionals processing document data save hours and eliminate manual data entry errors by connecting these two platforms.
Operations managers
Sales reps
Account managers
Data entry specialists
Customer support teams
Compliance officers
📊
Operations managers
You're reviewing extracted customer records from documents in Microsoft Dynamics 365 CRM, but your reporting sheets only update when someone manually exports data, so the metrics you're reporting against are always a few hours behind — with this integration, every new prediction lands in your CRM instantly and your metrics stay current.
⚡
Sales reps
You're waiting for document details to be logged in Microsoft Dynamics 365 CRM so you can reach out, but manual data entry causes hours of delay and leads go cold before you call — automating both apps means every extracted document instantly creates a lead so you can follow up immediately.
📋
Account managers
You're updating clients on document processing progress inside Microsoft Dynamics 365 CRM, but keeping records current by hand leads to missing updates and client follow-ups — integrating these apps means every document extraction is logged automatically and client statuses stay accurate.
📑
Data entry specialists
You're processing high volumes of documents and typing details into Microsoft Dynamics 365 CRM by hand, but manual processing creates backlogs and avoidable typos during busy periods — automating both apps means extracted document data creates clean records instantly without manual re-typing.
🔄
Customer support teams
You're managing incoming customer forms and cases in Microsoft Dynamics 365 CRM, but pending data handoffs from document processing delay your ability to resolve issues — this integration means every processed document routes straight to your case queue so support work starts right away.
🗂️
Compliance officers
You're maintaining audit trails of customer records inside Microsoft Dynamics 365 CRM, but manual logging leaves missing entries and incomplete document histories — with this integration, every prediction and record link is logged reliably for complete compliance tracking.

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Nanonets OCR
Build and manage your Microsoft Dynamics 365 CRM + Nanonets OCR automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
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Connect Microsoft Dynamics 365 CRM + Nanonets OCR with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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.
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to Nanonets OCR?
You can connect Microsoft Dynamics 365 CRM to Nanonets OCR in 1 click using ready templates or by asking Integrately AI to build your workflow. It links seamlessly with tools like Google Drive, Gmail, Slack, and 1,500+ other apps.
How can I automatically create Microsoft Dynamics 365 CRM leads from Nanonets OCR predictions?
Can I connect Microsoft Dynamics 365 CRM, Nanonets OCR, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Nanonets OCR?
Can I update existing accounts in Microsoft Dynamics 365 CRM using Nanonets OCR data?
How does Nanonets OCR handle text extraction for Microsoft Dynamics 365 CRM?
Is any coding required to set up Microsoft Dynamics 365 CRM and Nanonets OCR automations?
Is the Microsoft Dynamics 365 CRM and Nanonets OCR integration free?
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