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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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Nanonets OCR
    Prediction is created in Nanonets OCR Instant
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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
  • Nanonets OCR
    Create prediction for image file in Nanonets OCR
  • Nanonets OCR
    Create prediction for image url in Nanonets OCR
  • Nanonets OCR
    Create OCR model in Nanonets OCR

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Ready WorkflowsReady 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.
Got a different task in mind? Describe it

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.

Microsoft Dynamics 365 CRM
Nanonets OCR
+
Google DriveGoogle Drive (2)
+
GmailGmail (2)
+
QuickBooks OnlineQuickBooks Online (2)
+
Microsoft OutlookMicrosoft Outlook (2)
+
SlackSlack (2)
+
DocparserDocparser (2)
N
G
M
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.
M
N
G
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
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
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 →
Search marketing list by name in Microsoft Dynamics 365 CRM
Try it →
Get contact by Id in Microsoft Dynamics 365 CRM
Try it →
Get marketing list members in Microsoft Dynamics 365 CRM
Try it →
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
Try it →
Create account in Microsoft Dynamics 365 CRM
Generates a new account
Try it →
Search account in Microsoft Dynamics 365 CRM
Searches for account information
Try it →
Update account in Microsoft Dynamics 365 CRM
Updates account information
Try it →
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
Try it →
Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
Try it →
Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
Try it →
Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
Try it →
Search case in Microsoft Dynamics 365 CRM
Searches for a case record
Try it →
Get account by ID in Microsoft Dynamics 365 CRM
Try it →
Nanonets OCR
Nanonets OCR Triggers & Actions
Instant
Prediction is created in Nanonets OCR
Triggers the automation when a prediction is created
Try it →
Create prediction for image file in Nanonets OCR
Generates a prediction for an image file
Try it →
Create prediction for image url in Nanonets OCR
Generates a prediction for an image url
Try it →
Create OCR model in Nanonets OCR
Generates a model that can extract text from images or scanned documents
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.

What you can automate?
🤖
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
Operations managers
Sales reps
Sales reps
Account managers
Account managers
Data entry specialists
Data entry specialists
Customer support teams
Customer support teams
Compliance officers
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.
Our team

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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.

1,500+ apps connected
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Nanonets OCR 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.
How Integrately Works?

How Integrately Works?

1
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Nanonets OCR?
Frequently Asked Questions
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?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Nanonets OCR, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Nanonets OCR?
Frequently Asked Questions
Can I update existing accounts in Microsoft Dynamics 365 CRM using Nanonets OCR data?
Frequently Asked Questions
How does Nanonets OCR handle text extraction for Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is any coding required to set up Microsoft Dynamics 365 CRM and Nanonets OCR automations?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Nanonets OCR integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Nanonets OCR With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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Nanonets OCR
Popular Nanonets OCR Integrations
Connect Nanonets OCR to file storage, workflow automation, and data processing tools to manage extracted document content efficiently.