Microsoft Dynamics 365 CRM + Really Simple Systems CRM Integration

Integrate Microsoft Dynamics 365 CRM to Really Simple Systems CRM in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create contacts, update accounts, 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
  • Really Simple Systems CRM
    Opportunity is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Contact is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Account is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Task is created in Really Simple Systems CRM
  • Really Simple Systems CRM
    Activity is created in Really Simple Systems CRM
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2.
  • 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
  • Really Simple Systems CRM
    Create Opportunity in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create task in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create contact in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search contact by email in Really Simple Systems CRM
  • Really Simple Systems CRM
    Update dropdown list in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Search account in Really Simple Systems CRM
  • Really Simple Systems CRM
    Create activity in Really Simple Systems CRM

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Really Simple Systems CRM Integration

Capture leads, create contacts, update accounts, route opportunities, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Really Simple Systems CRM Integration

Create Really Simple Systems CRM contact for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - Really Simple Systems CRM integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an Really Simple Systems CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Dynamics 365 CRM + Really Simple Systems CRM Integration

Create Really Simple Systems CRM deal from new Microsoft Dynamics 365 CRM contact

Anytime a new contact is created in your Microsoft Dynamics 365 CRM, a new deal will automatically be created in your Really Simple Systems CRM. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Microsoft Dynamics 365 CRM - Really Simple Systems CRM integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Microsoft Dynamics 365 CRM + Really Simple Systems CRM Integration

Create Really Simple Systems CRM task for new Microsoft Dynamics 365 CRM contact

In Microsoft Dynamics 365 CRM, when you create a contact, it automatically creates a task in Really Simple Systems CRM for that contact. This is a great way to keep track of all your interactions with each customer. You can also see all the task associated with a particular contact on their contact profile.

This makes it easy to stay organized and ensure no important steps are missed when working with a customer.
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Really Simple Systems CRM + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Really Simple Systems CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Really Simple Systems CRM - Microsoft Dynamics 365 CRM integration, anytime a new Really Simple Systems CRM contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your Microsoft Dynamics 365 CRM + Really Simple Systems CRM flow

Sync your records with spreadsheets, notify your team, and trigger marketing follow-ups after your CRM flow finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Really Simple Systems CRM
+
Microsoft OutlookMicrosoft Outlook (3)
+
MailchimpMailchimp (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
StripeStripe (3)
M
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Create a Really Simple Systems CRM contact from a Microsoft Dynamics 365 CRM lead, and send a confirmation email in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads become Really Simple Systems CRM contacts instantly while Microsoft Outlook sends an automated email notification.
M
R
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When an opportunity is created in Microsoft Dynamics 365 CRM, create a Really Simple Systems CRM opportunity and schedule a meeting in Microsoft Outlook
Track major sales deals across platforms and notify your calendar using Microsoft Outlook the moment an opportunity is created.
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Update a Really Simple Systems CRM contact when a Microsoft Dynamics 365 CRM contact is updated, and notify the team in Microsoft Outlook
Keep contact records synchronized between your CRMs and send summary updates directly through Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Really Simple Systems CRM

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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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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Really Simple Systems CRM
Really Simple Systems CRM Triggers & Actions
Opportunity is created in Really Simple Systems CRM
Triggers the automation when any opportunity is updated
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Contact is created in Really Simple Systems CRM
Triggers the automation when a new contact is created
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Account is created in Really Simple Systems CRM
Triggers the automation when a new account is created
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Task is created in Really Simple Systems CRM
Triggers the automation when a new task is created
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Activity is created in Really Simple Systems CRM
Triggers the automation when a new activity is created
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Create Opportunity in Really Simple Systems CRM
Creates a new instance of the support system
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Create task in Really Simple Systems CRM
Creates a new task
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Create contact in Really Simple Systems CRM
Adds a new contact to the database
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Search contact by email in Really Simple Systems CRM
Finds and retrieves contact information using their email address
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Update dropdown list in Really Simple Systems CRM
Updates a dropdown list
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Create account in Really Simple Systems CRM
Generates a new account
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Search account in Really Simple Systems CRM
Searches for account information
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Create activity in Really Simple Systems CRM
Generates a new activity or task
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What can you automate with Microsoft Dynamics 365 CRM + Really Simple Systems CRM?

Streamline lead management, sync customer records, and automate your sales workflows between Microsoft Dynamics 365 CRM and Really Simple Systems CRM.

What you can automate?
🔄
Sync leads between your CRMs instantly
Capture every new lead created in Microsoft Dynamics 365 CRM and create a matching contact in Really Simple Systems CRM automatically. Eliminate manual data entry and keep your sales pipelines aligned.
📝
Capture every detail across platforms
Map complete contact and account details from Microsoft Dynamics 365 CRM into Really Simple Systems CRM. Ensure every field submitted is recorded without missing custom attributes.
🔔
Alert your team on new opportunities
Trigger instant notifications whenever an opportunity or account is updated in Microsoft Dynamics 365 CRM or Really Simple Systems CRM. Keep your team informed the moment deals progress.
🔀
Route records based on specific criteria
Evaluate incoming Microsoft Dynamics 365 CRM leads and route them to different Really Simple Systems CRM lists or workflows based on submitted fields.
🔄
Keep destination records up to date
Automatically update existing contacts and accounts in Really Simple Systems CRM whenever changes occur in Microsoft Dynamics 365 CRM. Maintain a single source of truth.
🛡️
Prevent duplicate records effortlessly
Search existing Really Simple Systems CRM accounts before creating new entries from Microsoft Dynamics 365 CRM updates. Keep your database clean and free of duplicates.
📈
Track stage changes and updates
Monitor opportunity updates and case creations in Microsoft Dynamics 365 CRM and sync them directly to Really Simple Systems CRM activities and tasks.
🌐
Extend your workflow to messaging apps
Connect Microsoft Dynamics 365 CRM and Really Simple Systems CRM workflows with Slack to notify your sales channel whenever a high-value deal is created.
And much more...

Who is Microsoft Dynamics 365 CRM + Really Simple Systems CRM integration for?

Connecting Microsoft Dynamics 365 CRM and Really Simple Systems CRM streamlines lead management and keeps your customer data perfectly aligned across sales teams.

Performance marketers
Performance marketers
Sales reps
Sales reps
Account managers
Account managers
Operations leads
Operations leads
Business development teams
Business development teams
CRM administrators
CRM administrators
📈
Performance marketers
You're managing leads in Microsoft Dynamics 365 CRM, but Really Simple Systems CRM doesn't update until someone exports them by hand, so your conversion reports are always outdated — with this integration, every new contact flows instantly and your pipeline numbers stay accurate.
Sales reps
You're capturing new leads in Microsoft Dynamics 365 CRM, but your team finds out too late to make timely calls, so hot prospects go cold before anyone reaches out — automating both apps means every contact lands in Really Simple Systems CRM instantly so you can call them immediately.
📋
Account managers
You're logging client activities in Microsoft Dynamics 365 CRM, but leadership wants visibility in Really Simple Systems CRM without manual entry, so status updates are constantly delayed — this integration means every record syncs automatically and your stakeholders see live progress.
📊
Operations leads
You're scaling lead volume in Microsoft Dynamics 365 CRM, but manual data entry into Really Simple Systems CRM can't keep pace with the influx, so records fall through the cracks — automating both apps means every entry is logged without manual effort and no leads are missed.
🤝
Business development teams
You're handing off qualified leads from Microsoft Dynamics 365 CRM, but the downstream team can't see them in Really Simple Systems CRM until manually re-entered, so follow-ups stall — connecting these apps means every handoff is instantaneous and your sales pipeline moves without friction.
🗂️
CRM administrators
You're tracking customer accounts in Microsoft Dynamics 365 CRM, but missing syncs leave gaps in Really Simple Systems CRM histories, so records remain incomplete — with this integration, every account update syncs seamlessly and your database maintains a reliable history.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Really Simple Systems CRM

Build and manage your Microsoft Dynamics 365 CRM + Really Simple Systems CRM 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 + Really Simple Systems CRM 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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2
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Really Simple Systems CRM?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Really Simple Systems CRM in 1 click using Integrately. Choose a ready workflow, connect your accounts with Microsoft Outlook, Slack, or Google Sheets, and let Integrately AI handle the setup.
Can I automatically sync new leads between Microsoft Dynamics 365 CRM and Really Simple Systems CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Really Simple Systems CRM, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Really Simple Systems CRM?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates during automation?
Frequently Asked Questions
How are account creations managed in Really Simple Systems CRM?
Frequently Asked Questions
Can I automate workflows between Microsoft Dynamics 365 CRM and Really Simple Systems CRM without coding?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Really Simple Systems CRM integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Really Simple Systems CRM With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM with marketing, email, and reporting tools to scale your operations.
Really Simple Systems CRM
Popular Really Simple Systems CRM Integrations
Sync Really Simple Systems CRM with communication, invoicing, and productivity apps to automate your workflows.