Microsoft Dynamics 365 CRM + PostgreSQL Integration

Integrate Microsoft Dynamics 365 CRM to PostgreSQL in one click, or tell Integrately AI how you want each contact handled. Capture and store contacts, update records, alert your team, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Member is added to marketing list in Microsoft Dynamics 365 CRM
  • 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
  • PostgreSQL
    Row is created in PostgreSQL
  • PostgreSQL
    Row is created or updated in PostgreSQL
  • PostgreSQL
    Row is created (Custom Query) in PostgreSQL
  • PostgreSQL
    Table is created in PostgreSQL
  • PostgreSQL
    Column is created in PostgreSQL
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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
  • PostgreSQL
    Create row in PostgreSQL
  • PostgreSQL
    Search row(Custom Query) in PostgreSQL
  • PostgreSQL
    Update row in PostgreSQL
  • PostgreSQL
    Search row in PostgreSQL

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

Capture new contacts, log data, update records, alert your team, and trigger follow-ups, all in just one click.

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

Create PostgreSQL row for new Microsoft Dynamics 365 CRM contact

When a new contact is created in your Microsoft Dynamics 365 CRM, you can automatically create a row for them in your PostgreSQL. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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PostgreSQL + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new PostgreSQL row

Automatically creating Microsoft Dynamics 365 CRM contact records for new PostgreSQL row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Connect more apps to your Microsoft Dynamics 365 CRM + PostgreSQL flow

Extend your database workflows by notifying teams, logging support tasks, and updating downstream platforms. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
PostgreSQL
+
Microsoft OutlookMicrosoft Outlook (4)
+
Microsoft TeamsMicrosoft Teams (4)
+
SalesforceSalesforce (4)
+
SlackSlack (4)
+
Jira Software CloudJira Software Cloud (4)
+
ZoomZoom (4)
M
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Create a PostgreSQL row for every new Microsoft Dynamics 365 CRM contact, and notify your team via Microsoft Outlook
New Microsoft Dynamics 365 CRM contacts instantly generate a PostgreSQL row while Microsoft Outlook alerts your team.
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Log updated Microsoft Dynamics 365 CRM contacts in PostgreSQL and send a summary email via Microsoft Outlook
Updated contact records are synchronized to PostgreSQL and confirmed via Microsoft Outlook.
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Create a PostgreSQL row when a new case is opened in Microsoft Dynamics 365 CRM, and alert support via Microsoft Outlook
New support cases in Microsoft Dynamics 365 CRM are logged in PostgreSQL and emailed through Microsoft Outlook.
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Use ChatGPT to summarize new Microsoft Dynamics 365 CRM leads, log them in PostgreSQL, and email the brief via Microsoft Outlook
ChatGPT summarizes new leads before storing them in PostgreSQL and emailing the overview through Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and PostgreSQL

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Member is added to marketing list in Microsoft Dynamics 365 CRM
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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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PostgreSQL
PostgreSQL Triggers & Actions
Row is created in PostgreSQL
Triggers the automation when a new row is added to a spreadsheet
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Row is created or updated in PostgreSQL
Triggers the automation when a row is created or updated
Try it →
Row is created (Custom Query) in PostgreSQL
Triggers the automation when a new row is created based on a custom query
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Table is created in PostgreSQL
Triggers the automation when a new table is created
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Column is created in PostgreSQL
Triggers the automation when a new event or workout session is scheduled
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Create row in PostgreSQL
Adds a new row to a designated dataset
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Search row(Custom Query) in PostgreSQL
Searches for a row using a custom query
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Update row in PostgreSQL
Updates a specified row in a spreadsheet or database
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Search row in PostgreSQL
Searches and retrieve a row of data within a dataset
Try it →

What can you automate with Microsoft Dynamics 365 CRM + PostgreSQL?

Streamline your database management by syncing records, handling updates, and connecting essential business tools automatically.

What you can automate?
🔄
Sync Microsoft Dynamics 365 CRM contacts to PostgreSQL automatically
Capture every new contact created in Microsoft Dynamics 365 CRM and instantly create a corresponding row in PostgreSQL. Eliminate manual exports and keep your database fully synchronized.
📋
Capture every submitted lead detail in PostgreSQL
Map all available contact and company properties from Microsoft Dynamics 365 CRM into separate PostgreSQL columns instead of basic summaries. Your database becomes a robust source for analysis.
📢
Alert your team the moment a record is created
Notify stakeholders instantly in Slack or Microsoft Teams whenever a new sales order or customer case is logged in Microsoft Dynamics 365 CRM and stored in PostgreSQL.
🔀
Route data dynamically based on submitted field values
Trigger different follow-up actions or assign specific PostgreSQL tables based on criteria like deal size, account tier, or lead location submitted in Microsoft Dynamics 365 CRM.
📝
Keep PostgreSQL records updated when Microsoft Dynamics 365 CRM data changes
Automatically update existing PostgreSQL rows whenever a contact, account, or opportunity is modified in Microsoft Dynamics 365 CRM, ensuring data consistency across your stack.
🔍
Search and update instead of creating duplicates
Look up existing records in PostgreSQL using custom queries before writing data from Microsoft Dynamics 365 CRM, preventing duplicate rows and maintaining clean tables.
⚙️
Handle later status changes and case updates
Automatically reflect case resolutions, quote modifications, and opportunity stage progressions from Microsoft Dynamics 365 CRM in your PostgreSQL database.
🔌
Extend your workflow to external collaboration tools
Connect your core Microsoft Dynamics 365 CRM and PostgreSQL automation to platforms like Slack, Jira Software Cloud, or Zoom to trigger multi-step team operations.
And much more...

Who is Microsoft Dynamics 365 CRM + PostgreSQL integration for?

Database administrators, sales leaders, and customer support teams managing business data across platforms benefit from automating repetitive data entry and eliminating sync delays.

Database administrators
Database administrators
Sales development reps
Sales development reps
Account executives
Account executives
Operations coordinators
Operations coordinators
Customer support managers
Customer support managers
Compliance officers
Compliance officers
📈
Database administrators
You manage customer records in Microsoft Dynamics 365 CRM but your PostgreSQL database only updates when someone manually runs exports, so your reporting tables are always hours behind — with this integration, every new contact lands in your database instantly and your data stays current.
Sales development reps
You track inbound leads in Microsoft Dynamics 365 CRM but depend on custom scripts to push them into PostgreSQL, so high-intent prospects wait hours before sales outreach begins — with this integration, every new lead creates a database row instantly so your team can act without delay.
🤝
Account executives
You update deal stages in Microsoft Dynamics 365 CRM while client success teams query PostgreSQL for customer history, so disconnected records lead to miscommunication during client calls — with this integration, every opportunity update syncs instantly and keeps both teams aligned.
📊
Operations coordinators
You handle high volumes of customer cases in Microsoft Dynamics 365 CRM and struggle to keep database archives updated by hand, so audit logs develop costly gaps over time — with this integration, every support case writes to PostgreSQL automatically without manual effort.
🛠️
Customer support managers
You review support metrics stored in PostgreSQL but ticket updates logged in Microsoft Dynamics 365 CRM fail to mirror across systems, so your performance dashboards display outdated metrics — with this integration, every case update populates your database tables immediately.
🔍
Compliance officers
You audit customer data changes across enterprise applications but manual entry errors leave missing audit trails in PostgreSQL, so compliance checks become stressful — with this integration, every record modification is logged reliably and accurately.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + PostgreSQL

Build and manage your Microsoft Dynamics 365 CRM + PostgreSQL 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 + PostgreSQL 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 Microsoft Dynamics 365 CRM to PostgreSQL?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to PostgreSQL in 1 click using ready templates on Integrately, or ask Integrately AI to build your workflow. It also connects seamlessly with Microsoft Outlook, Microsoft Teams, and Slack.
Can I automatically sync new Microsoft Dynamics 365 CRM contacts into PostgreSQL rows?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, PostgreSQL, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and PostgreSQL?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates with PostgreSQL?
Frequently Asked Questions
Can PostgreSQL trigger actions back into Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and PostgreSQL?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and PostgreSQL integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or PostgreSQL With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to CRMs, email tools, and messaging platforms to manage and follow up on your leads.
PostgreSQL
Popular PostgreSQL Integrations
Sync PostgreSQL with analytics, project management, and reporting tools to keep data working across your stack.