Microsoft Dynamics 365 CRM + SMTP Integration

Integrate Microsoft Dynamics 365 CRM to SMTP in one click, or tell Integrately AI how you want each lead handled. Trigger instant emails, notify your team, update records, and follow up 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
    Contact is updated 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
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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
  • SMTP
    Send email in SMTP

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

Send welcome emails on new leads, notify teams of new contacts, alert reps on case updates, and trigger follow-ups, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + SMTP Integration

Send SMTP email for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a email through SMTP letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - SMTP integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Microsoft Dynamics 365 CRM + SMTP flow

Sync your core email and CRM data with messaging, marketing, scheduling, and payment tools to automate your entire revenue stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
SMTP
+
Microsoft OutlookMicrosoft Outlook (5)
+
MailchimpMailchimp (4)
+
HubspotHubspot (4)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
StripeStripe (3)
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Create a Microsoft Outlook contact when a lead is created in Microsoft Dynamics 365 CRM, and send an email via SMTP
New Microsoft Dynamics 365 CRM leads immediately create a contact in Microsoft Outlook while triggering an automated welcome email in SMTP.
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When a case is created in Microsoft Dynamics 365 CRM, send an email in SMTP and create a calendar event in Microsoft Outlook
Support cases in Microsoft Dynamics 365 CRM instantly trigger an SMTP notification email and schedule a review meeting in Microsoft Outlook.
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When an opportunity is updated in Microsoft Dynamics 365 CRM, send an email in SMTP and create a task in Microsoft Outlook
Deal updates in Microsoft Dynamics 365 CRM trigger an email via SMTP and open a follow-up task in Microsoft Outlook.
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If a Microsoft Dynamics 365 CRM lead is enterprise tier, send an email in SMTP and create a priority contact in Microsoft Outlook
Enterprise leads in Microsoft Dynamics 365 CRM trigger targeted SMTP emails and priority contact creation in Microsoft Outlook.
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Use Claude to summarise Microsoft Dynamics 365 CRM lead notes, send an email via SMTP, and create a contact in Microsoft Outlook
Claude generates a lead briefing that is emailed via SMTP and stored alongside a new contact in Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SMTP

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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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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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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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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SMTP
SMTP Triggers & Actions
No trigger is available
Send email in SMTP
Sends an email to a recipient
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What can you automate with Microsoft Dynamics 365 CRM + SMTP?

Streamline communication and data synchronization by turning Microsoft Dynamics 365 CRM events into automated SMTP email campaigns and record updates.

What you can automate?
✉️
Send automated SMTP emails on new Microsoft Dynamics 365 CRM leads
Trigger an immediate welcome or outreach email via SMTP the moment a new lead is created in Microsoft Dynamics 365 CRM. Eliminate manual delays and engage prospects instantly.
📋
Capture every submitted field in outgoing emails
Map detailed form answers, company names, and custom properties from Microsoft Dynamics 365 CRM directly into your SMTP email templates for personalized messaging.
🔔
Alert team members on support case updates
Send instant notification emails through SMTP whenever a customer support case is created or updated in Microsoft Dynamics 365 CRM so staff can respond immediately.
🔀
Route emails based on lead property filters
Send different email templates via SMTP depending on the tier, region, or custom criteria submitted in your Microsoft Dynamics 365 CRM records.
🔄
Keep account records updated across platforms
Synchronize account edits and opportunity stages in Microsoft Dynamics 365 CRM to ensure all subsequent email communications reflect the latest pipeline data.
🔍
Search and update existing contacts without duplicates
Check if a contact already exists in Microsoft Dynamics 365 CRM before processing updates or triggering follow-up emails via SMTP.
📦
Handle sales order completions and quote updates
Trigger delivery confirmation emails via SMTP whenever a sales order is created or a quote is updated in Microsoft Dynamics 365 CRM.
🔗
Extend your workflow to external CRM and marketing tools
Connect Microsoft Dynamics 365 CRM and SMTP with HubSpot to sync contacts, trigger emails, and update your entire tech stack in one automated pipeline.
And much more...

Who is Microsoft Dynamics 365 CRM + SMTP integration for?

Sales managers, support leads, and operations directors who need to send automated emails and keep customer records updated without manual delays across platforms.

Sales managers
Sales managers
Support leads
Support leads
Account executives
Account executives
Operations directors
Operations directors
Lead generation specialists
Lead generation specialists
Customer success teams
Customer success teams
📈
Sales managers
You're managing sales pipelines in Microsoft Dynamics 365 CRM, but your team finds out about new leads too late because emails are sent manually — with this integration, every new lead triggers an instant email via SMTP and your response times stay fast.
Support leads
You're tracking customer cases in Microsoft Dynamics 365 CRM, but resolution updates sit in the queue before notifications go out — automating both apps means clients receive instant status emails through SMTP the moment a case updates.
🤝
Account executives
You're logging new client accounts in Microsoft Dynamics 365 CRM, but stakeholders miss critical onboarding notes when email follow-ups are delayed — with this integration, account creation immediately triggers a welcome email via SMTP.
📊
Operations directors
You're handling high volumes of sales orders in Microsoft Dynamics 365 CRM, but manual email notifications cannot keep pace with order spikes — automating both apps means every order instantly triggers a confirmation email via SMTP.
🎯
Lead generation specialists
You're capturing leads in Microsoft Dynamics 365 CRM, but follow-up messages slip through the cracks during busy campaigns — connecting these apps means every new lead automatically receives a targeted outreach email via SMTP.
🗂️
Customer success teams
You're updating contact records in Microsoft Dynamics 365 CRM, but communication history gaps occur when update emails are forgotten — this integration means every contact change immediately triggers a notification email via SMTP.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SMTP

Build and manage your Microsoft Dynamics 365 CRM + SMTP 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 + SMTP 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
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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 SMTP?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to SMTP in just one click using ready-made templates on Integrately. Link your accounts, select your trigger events, and ask Integrately AI to configure your workflow alongside tools like HubSpot, Mailchimp, and Microsoft Outlook.
Can I automatically send SMTP emails when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, SMTP, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SMTP?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact updates with SMTP?
Frequently Asked Questions
Can SMTP trigger emails based on case updates in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to integrate Microsoft Dynamics 365 CRM and SMTP?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and SMTP integration free?
Frequently Asked Questions
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