Microsoft Dynamics 365 CRM + Rossum Integration
Integrate Microsoft Dynamics 365 CRM to Rossum in one click, or tell Integrately AI how you want each document handled. Extract data from business documents, create or update CRM records, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Sales order is created in Microsoft Dynamics 365 CRM- Contact is updated in Microsoft Dynamics 365 CRM
- Contact is created in Microsoft Dynamics 365 CRM
- Account is created in Microsoft Dynamics 365 CRM
- Account is updated in Microsoft Dynamics 365 CRM
- Opportunity is created in Microsoft Dynamics 365 CRM
- Opportunity is updated in Microsoft Dynamics 365 CRM
- Case is created in Microsoft Dynamics 365 CRM
- Case is updated in Microsoft Dynamics 365 CRM
- Lead is created in Microsoft Dynamics 365 CRM
- Lead is updated in Microsoft Dynamics 365 CRM
- Quote is updated in Microsoft Dynamics 365 CRM
Annotation status changed in Rossum Instant- Annotation content exported in Rossum Instant
- Annotation content initialized in Rossum Instant
2.
- Search marketing list by name in Microsoft Dynamics 365 CRM
- Get contact by Id in Microsoft Dynamics 365 CRM
- Get marketing list members in Microsoft Dynamics 365 CRM
- Create lead in Microsoft Dynamics 365 CRM
- Update lead in Microsoft Dynamics 365 CRM
- Search lead in Microsoft Dynamics 365 CRM
- Create contact in Microsoft Dynamics 365 CRM
- Update contact in Microsoft Dynamics 365 CRM
- Create account in Microsoft Dynamics 365 CRM
- Search account in Microsoft Dynamics 365 CRM
- Update account in Microsoft Dynamics 365 CRM
- Search contact in Microsoft Dynamics 365 CRM
- Search Currency in Microsoft Dynamics 365 CRM
- Create case in Microsoft Dynamics 365 CRM
- Update case in Microsoft Dynamics 365 CRM
- Search case in Microsoft Dynamics 365 CRM
- Get account by ID in Microsoft Dynamics 365 CRM
- Upload Document in Rossum
- Export confirmed documents in Rossum
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + Rossum Integration
Process documents, extract data, update customer records, 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 + Rossum flow
Sync document data across your finance tools, notify teams in chat, and keep your entire tech stack aligned. Pick a combination and activate it in one click.
+
Xero (4)
Xero (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Slack (4)
Slack (4) +
Gmail (4)
Gmail (4) +
Microsoft Outlook (4)
Microsoft Outlook (4) +
Google Drive (4)
Google Drive (4) R
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When annotation content is exported in Rossum, create a contact in Microsoft Dynamics 365 CRM, and create a contact in Xero
Every Rossum document export instantly populates Microsoft Dynamics 365 CRM and creates a corresponding contact in Xero without manual typing.
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When a sales order is created in Microsoft Dynamics 365 CRM, upload the document in Rossum, and create an invoice in Xero
New Microsoft Dynamics 365 CRM sales orders initiate document processing in Rossum and generate corresponding invoices in Xero instantly.
R
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When annotation status changes in Rossum, update the account in Microsoft Dynamics 365 CRM, and update the invoice in Xero
Updated Rossum document statuses automatically refresh account records in Microsoft Dynamics 365 CRM and update your Xero invoices.
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Use Claude to review Rossum extractions, create a Microsoft Dynamics 365 CRM lead, and create a Xero bill
Claude analyzes extracted Rossum document data before creating a lead in Microsoft Dynamics 365 CRM and generating a bill in Xero.
Supported triggers and actions for Microsoft Dynamics 365 CRM and Rossum
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 → Rossum Triggers & Actions
Instant
Annotation status changed in Rossum
Triggers the automation when the annotation status is changed
Try it → Instant
Annotation content exported in Rossum
Triggers the automation when annotation content is exported
Try it → Instant
Annotation content initialized in Rossum
Triggers the automation when annotation content is initialized
Try it → What can you automate with Microsoft Dynamics 365 CRM + Rossum?
Streamline document processing, eliminate manual data entry, and keep your Microsoft Dynamics 365 CRM and Rossum workflows perfectly synchronized.
📄
Sync extracted document data to CRM records automatically
Turn complex data from any business document processed in Rossum into clean contact, lead, or account records inside Microsoft Dynamics 365 CRM without manual copying.
📑
Capture every submitted document field accurately
Map all extracted line items and custom fields from Rossum annotations directly into corresponding Microsoft Dynamics 365 CRM fields for comprehensive data visibility.
🔔
Alert your team the moment a document is processed
Send instant notifications to your sales or support channels in Slack or via email as soon as Rossum exports confirmed annotation content.
🔀
Route records based on extracted document values
Trigger different Microsoft Dynamics 365 CRM actions, such as creating a high-priority opportunity or a standard support case, depending on data submitted in Rossum.
🔄
Keep CRM accounts updated as annotation statuses change
Automatically update Microsoft Dynamics 365 CRM accounts and cases whenever document verification stages or annotation statuses evolve in Rossum.
🔍
Search and update instead of creating duplicate records
Check for existing contacts or accounts in Microsoft Dynamics 365 CRM using Rossum export data, updating existing entries rather than generating duplicates.
📋
Handle later document stages and status transitions
Trigger automated follow-up tasks and CRM updates when Rossum annotations reach exported, confirmed, or completed status stages.
🔗
Extend your workflow to accounting and messaging apps
Connect your core Rossum and Microsoft Dynamics 365 CRM pipeline with Xero, QuickBooks Online, Slack, or Gmail to automate multi-app business operations.
And much more...
Who is Microsoft Dynamics 365 CRM + Rossum integration for?
Operations teams, sales managers, and finance professionals eliminate manual data entry and keep their CRM and document workflows synchronized.
Financial analysts
Sales operations leads
Account managers
Data entry specialists
Customer support agents
Compliance officers
📈
Financial analysts
You review financial document extractions in Microsoft Dynamics 365 CRM, but reporting numbers lag behind because manual export steps delay ledger updates — this integration means every confirmed document populates your accounts instantly and your metrics stay current.
⚡
Sales operations leads
You need to act on incoming order paperwork immediately, but manual data entry leaves sales reps waiting hours for CRM records to appear — automating both apps means every approved document creates CRM leads instantly and follow-ups happen without delay.
📋
Account managers
You answer to clients asking for status updates on submitted paperwork, but fragmented document tracks make progress hard to verify — connecting these apps means every annotation status change updates your CRM records and keeps clients informed.
🔄
Data entry specialists
The volume of complex invoices and orders is too high for your team to process by hand without errors, causing costly data discrepancies — this integration means every document is read, interpreted, and logged into your CRM automatically.
🤝
Customer support agents
You own the post-processing support stage and depend on upstream teams to hand over correct account details from paperwork — automating both apps means every extracted document record populates support cases so you can assist clients right away.
🗂️
Compliance officers
You need a reliable audit history of every processed business document, but manual record-keeping keeps leaving gaps in your CRM audit trail — connecting these apps means every document export writes complete contact and account histories automatically.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Rossum
Build and manage your Microsoft Dynamics 365 CRM + Rossum automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + Rossum with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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 Rossum?
You can connect Microsoft Dynamics 365 CRM to Rossum in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking your CRM and document data with Xero, Slack, and Google Drive.
How can I automatically sync extracted Rossum document data into Microsoft Dynamics 365 CRM?
Can I connect Microsoft Dynamics 365 CRM, Rossum, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Rossum?
How does Microsoft Dynamics 365 CRM handle contacts and leads from document exports?
How does Rossum pass extracted data into Microsoft Dynamics 365 CRM?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Rossum?
Is the Microsoft Dynamics 365 CRM and Rossum integration free?
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