Microsoft Dynamics 365 CRM + Recruitee Integration

Integrate Microsoft Dynamics 365 CRM to Recruitee in one click, or tell Integrately AI how you want each contact handled. Create candidates, update profiles, add notes, and trigger follow-ups automatically.

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1.
  • Microsoft Dynamics 365 CRM
    Contact is updated in Microsoft Dynamics 365 CRM
  • 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 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
  • Recruitee
    Candidate applies or is created in Recruitee Instant
  • Recruitee
    Candidate is deleted in Recruitee Instant
  • Recruitee
    Job is published in Recruitee Instant
  • Recruitee
    Candidate is moved to another pipeline in Recruitee Instant
  • Recruitee
    Candidate is assigned to a job or tenant pool in Recruitee Instant
  • Recruitee
    Job is unpublished in Recruitee Instant
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2.
  • Microsoft Dynamics 365 CRM
    Get marketing list members in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Get contact by Id in Microsoft Dynamics 365 CRM
  • Microsoft Dynamics 365 CRM
    Search marketing list by name 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
  • Recruitee
    Create candidate in Recruitee
  • Recruitee
    Add note to candidate in Recruitee
  • Recruitee
    Update candidate in Recruitee
  • Recruitee
    Search candidate in Recruitee
  • Recruitee
    Add tags to candidate in Recruitee
  • Recruitee
    Delete candidate in Recruitee
  • Recruitee
    Create task in Recruitee
  • Recruitee
    Update task in Recruitee
  • Recruitee
    Search task in Recruitee
  • Recruitee
    Update job opening in Recruitee
  • Recruitee
    Create job opening in Recruitee
  • Recruitee
    Delete job opening in Recruitee
  • Recruitee
    Delete note in Recruitee
  • Recruitee
    Search note in Recruitee
  • Recruitee
    Delete tag in Recruitee
  • Recruitee
    Search tag in Recruitee
  • Recruitee
    Publish job in Recruitee
  • Recruitee
    Unpublish job in Recruitee
  • Recruitee
    Assign candidate to job opening/talent pool in Recruitee
  • Recruitee
    Get job opening by ID in Recruitee

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

Capture candidates, organise profiles, keep pipeline records updated, alert your team, and send follow-ups, all in just one click.

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

Create Recruitee task for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM and Recruitee 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 task in Recruitee? 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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  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Recruitee flow

Route candidate profiles to your team, schedule interviews, and log communications across your workspace. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Recruitee
+
Microsoft OutlookMicrosoft Outlook (4)
+
LinkedInLinkedIn (4)
+
Microsoft TeamsMicrosoft Teams (4)
+
BambooHRBambooHR (4)
+
SlackSlack (4)
+
GmailGmail (4)
M
R
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Create a Recruitee candidate from every new Microsoft Dynamics 365 CRM contact, and send an email notification in Microsoft Outlook.
New Microsoft Dynamics 365 CRM contacts instantly generate Recruitee candidates while Microsoft Outlook notifies your hiring team, keeping recruitment workflows synchronized.
M
R
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When a candidate applies or is created in Recruitee, update the contact in Microsoft Dynamics 365 CRM and send an email update in Microsoft Outlook.
Recruitee candidate updates flow back to Microsoft Dynamics 365 CRM while Microsoft Outlook emails the account owner, maintaining complete communication history.
M
R
M
When a Microsoft Dynamics 365 CRM lead is created, create a Recruitee candidate and schedule a follow-up meeting in Microsoft Outlook.
Microsoft Dynamics 365 CRM leads become Recruitee candidates while Microsoft Outlook schedules the initial interview automatically.
M
R
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Use Claude to summarise every new Recruitee candidate application, update Microsoft Dynamics 365 CRM, and email the brief in Microsoft Outlook.
Claude summarises Recruitee candidate profiles before Microsoft Dynamics 365 CRM stores the details and Microsoft Outlook emails the executive summary.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Recruitee

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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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 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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Get marketing list members in Microsoft Dynamics 365 CRM
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Get contact by Id in Microsoft Dynamics 365 CRM
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Search marketing list by name 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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Recruitee
Recruitee Triggers & Actions
Instant
Candidate applies or is created in Recruitee
Triggers the automation when a candidate applies for a job or a new candidate profile is created
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Instant
Candidate is deleted in Recruitee
Triggers the automation when any candidate is deleted
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Instant
Job is published in Recruitee
Triggers the automation when a new job listing is published
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Instant
Candidate is moved to another pipeline in Recruitee
Triggers the automation when a candidate is moved to another pipeline
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Instant
Candidate is assigned to a job or tenant pool in Recruitee
Triggers the automation when a candidate is assigned to a job opening or added to a talent pool
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Instant
Job is unpublished in Recruitee
Triggers the automation when a particular job is completed
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Create candidate in Recruitee
Generates a new candidate profile
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Add note to candidate in Recruitee
Records important information or updates about a candidate
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Update candidate in Recruitee
Updates candidate information
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Search candidate in Recruitee
Searches through candidate profiles
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Add tags to candidate in Recruitee
Categorize candidates by adding tags based on pre-defined criteria
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Delete candidate in Recruitee
Removes a candidate from the database
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Create task in Recruitee
Creates a new task
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Update task in Recruitee
Updates the task with new information or changes
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Search task in Recruitee
Searches for a task
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Update job opening in Recruitee
Updates existing job openings with new information
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Create job opening in Recruitee
Creates a new job opening
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Delete job opening in Recruitee
Removes the job opening from the system
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Delete note in Recruitee
Removes a selected note
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Search note in Recruitee
Searches for a note
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Delete tag in Recruitee
Removes a particular tag from the system
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Search tag in Recruitee
Searches for a tag
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Publish job in Recruitee
Publishes a job
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Unpublish job in Recruitee
Unpublishes a job
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Assign candidate to job opening/talent pool in Recruitee
Generates a new candidate profile
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Get job opening by ID in Recruitee
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What can you automate with Microsoft Dynamics 365 CRM + Recruitee?

Streamline your talent acquisition and customer relationship workflows with powerful ready-made automations.

What you can automate?
🔄
Sync new CRM contacts into recruitment candidates
Automatically create a Recruitee candidate whenever a new contact or lead is created in Microsoft Dynamics 365 CRM. Eliminate manual copying and keep both systems aligned.
📝
Capture every submitted candidate detail
Map all available contact fields and applicant notes from Microsoft Dynamics 365 CRM into Recruitee profiles. Ensure your talent database captures complete information.
🔔
Notify your team the moment candidates apply
Send instant channel alerts or emails whenever a new candidate enters your Recruitee pipeline. Keep hiring managers informed without delay.
🔀
Route candidates based on submitted fields
Apply conditional logic to direct candidates to specific job openings or talent pools based on criteria submitted in Microsoft Dynamics 365 CRM.
🔄
Keep pipeline stages updated across platforms
Automatically update Microsoft Dynamics 365 CRM contact records whenever a candidate is moved to another pipeline stage in Recruitee.
🔍
Search and update instead of creating duplicates
Check if a candidate already exists in Recruitee before creating a new record, updating existing profiles with fresh data from Microsoft Dynamics 365 CRM.
🎯
Handle later status changes and hires
Trigger downstream HR workflows when a Recruitee candidate is hired or moved to a final pipeline stage, updating your CRM records automatically.
💬
Extend your workflow to team messaging apps
Connect your Microsoft Dynamics 365 CRM and Recruitee flow with Slack or Microsoft Teams to announce new hires and interview schedules instantly.
And much more...

Who is Microsoft Dynamics 365 CRM + Recruitee integration for?

Talent acquisition teams, hiring managers, and recruiters eliminate manual data entry, bridging CRM records and recruitment pipelines to keep every candidate journey transparent and fast.

Revenue operations leads
Revenue operations leads
Recruiters
Recruiters
Client account directors
Client account directors
High-growth hiring teams
High-growth hiring teams
Interview coordinators
Interview coordinators
HR compliance specialists
HR compliance specialists
📈
Revenue operations leads
You're tracking recruitment metrics in Microsoft Dynamics 365 CRM but candidate pipeline counts only update when someone manually exports records, so your hiring dashboards are always a few hours behind — automating both apps means every new candidate profile populates instantly and your reporting stays current.
Recruiters
You manage prospective talent in Microsoft Dynamics 365 CRM but find out about candidate applications too late in Recruitee, causing delayed candidate outreach — connecting these apps means every application syncs instantly and you can engage top talent immediately.
🤝
Client account directors
You answer to hiring managers who want to see recruitment progress reported directly inside Microsoft Dynamics 365 CRM, but pulling data by hand leads to reporting friction — with this integration, every pipeline movement updates your CRM records and client visibility remains crystal clear.
🚀
High-growth hiring teams
You're processing hundreds of applicant leads in Microsoft Dynamics 365 CRM and the volume is too high for anyone to keep up by hand without creating duplicate records — this integration means every candidate is created and updated automatically without manual intervention.
📋
Interview coordinators
You own the interview scheduling step and depend on recruiters upstream to hand over candidate profiles from Microsoft Dynamics 365 CRM, resulting in scheduling bottlenecks — automating both apps means candidate handoffs happen the moment records are created.
🗂️
HR compliance specialists
You need a reliable candidate history in Microsoft Dynamics 365 CRM but keep finding gaps where profile notes or stage changes were missed — connecting these apps means every pipeline movement and candidate update is logged accurately without missing records.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Recruitee

Build and manage your Microsoft Dynamics 365 CRM + Recruitee 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 + Recruitee 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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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Recruitee?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Recruitee in 1 click using ready templates on Integrately, or ask Integrately AI to build the automation. Connect your accounts, map your fields, and layer in tools like Slack or Gmail for team notifications.
Can I automatically create a Recruitee candidate when a Microsoft Dynamics 365 CRM contact is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Recruitee, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Recruitee?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates in this integration?
Frequently Asked Questions
How are Recruitee candidate applications synced with Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Recruitee?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Recruitee integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Recruitee With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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Recruitee
Popular Recruitee Integrations
Sync Recruitee with scheduling, communication, and HR tools to streamline recruitment operations across your stack.
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Recruitee Integrations arrow right
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