Microsoft Dynamics 365 CRM + Sessions Integration

Integrate Microsoft Dynamics 365 CRM to Sessions in one click, or tell Integrately AI how you want each lead handled. Qualify attendees, create records, notify 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
    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
  • Sessions
    Event ended in Sessions Instant
  • Sessions
    Event is created in Sessions Instant
  • Sessions
    Event is updated in Sessions Instant
  • Sessions
    Event is published in Sessions Instant
  • Sessions
    Event registration is created in Sessions Instant
  • Sessions
    Booking is created in Sessions Instant
  • Sessions
    Booking is updated in Sessions Instant
  • Sessions
    Event has started in Sessions Instant
  • Sessions
    Session is created in Sessions Instant
  • Sessions
    Session started in Sessions Instant
  • Sessions
    Session ended in Sessions Instant
  • Sessions
    Session is updated in Sessions Instant
  • Sessions
    Takeway is ready in Sessions Instant
  • Sessions
    Booked event has started in Sessions Instant
  • Sessions
    Transcript is created in Sessions Instant
  • Sessions
    Booked event has ended in Sessions 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

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

Capture bookings, organise leads, keep databases updated, alert your team, and send follow-ups, all in just one click.

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

Send booking confirmations, sync customer records with your broader toolstack, and keep teams aligned on every new session. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Sessions
+
Microsoft OutlookMicrosoft Outlook (8)
+
MailchimpMailchimp (8)
+
SlackSlack (8)
+
ZoomZoom (8)
+
Google DriveGoogle Drive (8)
+
TypeformTypeform (8)
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When a booking is created in Sessions, create a lead in Microsoft Dynamics 365 CRM and send an email in Microsoft Outlook
New Sessions bookings automatically appear as leads in Microsoft Dynamics 365 CRM while Microsoft Outlook sends out your confirmation email instantly.
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When a booking is updated in Sessions, update the lead in Microsoft Dynamics 365 CRM and notify your team in Microsoft Outlook
Updated attendee details in Sessions instantly refresh your Microsoft Dynamics 365 CRM records and alert your team via Microsoft Outlook.
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When a booked event starts in Sessions, update the case in Microsoft Dynamics 365 CRM and email the support desk in Microsoft Outlook
Session start times in Sessions trigger case updates in Microsoft Dynamics 365 CRM and notification emails in Microsoft Outlook.
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Create a Microsoft Dynamics 365 CRM contact for every Sessions event registration and send a welcome note via Microsoft Outlook
Event registrations in Sessions instantly generate Microsoft Dynamics 365 CRM contacts and trigger welcome emails in Microsoft Outlook.
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If a Sessions booking is marked VIP, create a priority lead in Microsoft Dynamics 365 CRM and email executives via Microsoft Outlook
VIP bookings in Sessions trigger priority lead creation in Microsoft Dynamics 365 CRM and executive alerts in Microsoft Outlook.
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When a Sessions event ends, update the contact in Microsoft Dynamics 365 CRM and email participation notes via Microsoft Outlook
Completed sessions in Sessions update Microsoft Dynamics 365 CRM contact records and dispatch participation notes in Microsoft Outlook.
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Use Claude to summarise Sessions transcripts, update Microsoft Dynamics 365 CRM leads, and email summaries via Microsoft Outlook
Claude summarises transcripts from Sessions, updates Microsoft Dynamics 365 CRM records, and emails briefings via Microsoft Outlook.
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When a Sessions booking is created, create a Microsoft Dynamics 365 CRM lead, add a subscriber in Mailchimp, and notify via Microsoft Outlook
New bookings in Sessions create Microsoft Dynamics 365 CRM leads, add Mailchimp subscribers, and send Microsoft Outlook notifications.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Sessions

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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Sessions
Sessions Triggers & Actions
Instant
Event ended in Sessions
Triggers the automation when any event comes to an end
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Instant
Event is created in Sessions
Triggers the automation when a new event is created
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Instant
Event is updated in Sessions
Triggers the automation when any event is updated
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Instant
Event is published in Sessions
Triggers the automation when any event is published
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Instant
Event registration is created in Sessions
Triggers the automation when someone registers for any event
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Instant
Booking is created in Sessions
Triggers the automation when a new booking is created
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Instant
Booking is updated in Sessions
Triggers the automation when a booking is updated
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Instant
Event has started in Sessions
Triggers the automation when any event starts
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Instant
Session is created in Sessions
Triggers the automation when a session is created
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Instant
Session started in Sessions
Triggers the automation when a session starts
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Instant
Session ended in Sessions
Triggers the automation when a session ends
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Instant
Session is updated in Sessions
Triggers the automation when a session is updated
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Instant
Takeway is ready in Sessions
Triggers the automation when a takeaway is ready
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Instant
Booked event has started in Sessions
Triggers the automation when a booked event start
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Instant
Transcript is created in Sessions
Triggers the automation when a new transcript is created
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Instant
Booked event has ended in Sessions
Triggers the automation when a booked event ends
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No action is available

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

Streamline your event management and CRM workflows by automating data flow between Sessions and Microsoft Dynamics 365 CRM.

What you can automate?
🔄
Sync every Sessions booking to Microsoft Dynamics 365 CRM
Create a new lead or contact in Microsoft Dynamics 365 CRM automatically whenever a participant books a session in Sessions. Eliminate manual data entry and ensure your sales team never misses a prospect.
📋
Capture all custom attendee registration fields
Map every question and answer submitted during event registration into custom Microsoft Dynamics 365 CRM fields. Maintain detailed records for better qualification and personalized follow-up.
📢
Alert your team instantly on communication channels
Notify account managers and sales reps the moment a high-value attendee registers for a webinar. Keep your entire team aligned without switching between platforms.
🔀
Route leads conditionally based on attendee tiers
Check registration types in Sessions to create priority leads for VIP participants and standard leads for general attendees in Microsoft Dynamics 365 CRM. Tailor your outreach based on exact event engagement.
🔄
Keep Microsoft Dynamics 365 CRM updated when bookings change
Automatically update lead details, account records, and support cases in Microsoft Dynamics 365 CRM whenever attendee information is modified in Sessions.
🔍
Search and update instead of creating duplicates
Check existing Microsoft Dynamics 365 CRM contact records before creating new entries. Update matching accounts to keep your database clean and free of duplicate profiles.
🏁
Handle post-event status updates automatically
Trigger follow-up tasks, update case statuses, and log attendance metrics in Microsoft Dynamics 365 CRM the moment a booked event ends in Sessions.
Extend your event workflow to Slack
Connect Microsoft Dynamics 365 CRM and Sessions with Slack to broadcast instant team notifications whenever new webinar bookings arrive.
And much more...

Who is Microsoft Dynamics 365 CRM + Sessions integration for?

Teams managing online events and customer relationships depend on this integration to keep pipeline data synchronised and follow-ups running smoothly.

Operations Managers
Operations Managers
Sales Development Reps
Sales Development Reps
Client Success Leads
Client Success Leads
Webinar Coordinators
Webinar Coordinators
Account Executives
Account Executives
Compliance Officers
Compliance Officers
📈
Operations Managers
You're tracking webinar bookings in Sessions but your Microsoft Dynamics 365 CRM records only update when someone manually exports attendee lists, so your pipeline reports are always a few hours behind — with this integration, every new booking creates a lead instantly and your reporting stays current.
Sales Development Reps
You need to follow up with webinar attendees while their interest is high, but waiting for manual lead imports means prospects get contacted a day late — automating both apps means every participant becomes a Microsoft Dynamics 365 CRM lead the moment they book.
🤝
Client Success Leads
You answer to enterprise clients who expect their session participation to be logged in your CRM right away, but manual data entry leaves frustrating gaps in their history — connecting these apps means every event registration updates your Microsoft Dynamics 365 CRM accounts automatically.
📊
Webinar Coordinators
You handle high volumes of daily event registrations that overwhelm manual data entry processes, causing missed contact records and untracked attendees — automating both apps means every booking is logged in Microsoft Dynamics 365 CRM without manual typing.
💼
Account Executives
You own the sales conversation that happens after a product demo, but waiting for upstream scheduling handoffs delays your outreach — with this integration, session bookings flow directly into Microsoft Dynamics 365 CRM so you can reach out immediately.
🔍
Compliance Officers
You need a reliable history of all customer interactions and event participations for auditing, but manual record-keeping always misses a few entries — this integration means every Sessions interaction is captured accurately inside Microsoft Dynamics 365 CRM.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Sessions

Build and manage your Microsoft Dynamics 365 CRM + Sessions 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 + Sessions 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?

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Automation is ready
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Sessions?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Sessions in one click using ready templates on Integrately. Alternatively, use Integrately AI to describe your custom workflow combining Microsoft Dynamics 365 CRM, Sessions, and apps like Slack or Mailchimp without any coding.
Can I automatically create Microsoft Dynamics 365 CRM leads from Sessions bookings?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Sessions, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Sessions?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates from Sessions?
Frequently Asked Questions
Can I track event participation from Sessions in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Sessions?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Sessions integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Sessions With 1500+ Other Apps

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