Microsoft Dynamics 365 CRM + SproutVideo Integration

Integrate Microsoft Dynamics 365 CRM to SproutVideo in one click, or tell Integrately AI how you want each contact handled. Track video engagement, update records, alert your team, 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
  • SproutVideo
    Video is played in SproutVideo
  • SproutVideo
    Video is deployed in SproutVideo Instant
  • SproutVideo
    Call to action is clicked in SproutVideo
Arrow Right
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
  • SproutVideo
    Create tag in SproutVideo
  • SproutVideo
    Grant access in SproutVideo
  • SproutVideo
    Update access grant in SproutVideo
  • SproutVideo
    Search access grant in SproutVideo
  • SproutVideo
    Create viewers login in SproutVideo
  • SproutVideo
    Search login in SproutVideo
  • SproutVideo
    Search video in SproutVideo
  • SproutVideo
    Upload video in SproutVideo
  • SproutVideo
    Create folder in SproutVideo

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + SproutVideo Integration

Create viewer logins, grant access, manage folders, alert your team, and send follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
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Connect more apps to your Microsoft Dynamics 365 CRM + SproutVideo flow

Sync engagement data with team chats, marketing lists, spreadsheets, and drive folders once your core automation runs. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
SproutVideo
+
Microsoft TeamsMicrosoft Teams (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
ZoomZoom (4)
+
Google DriveGoogle Drive (4)
+
Google SheetsGoogle Sheets (4)
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Create a SproutVideo viewer login when a Microsoft Dynamics 365 CRM contact is created, and post an alert in Microsoft Teams.
New Microsoft Dynamics 365 CRM contacts receive a SproutVideo viewer login instantly, and your Microsoft Teams channel gets notified so the sales team can track engagement.
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When a SproutVideo video is played, update the contact in Microsoft Dynamics 365 CRM and notify the support team in Microsoft Teams.
SproutVideo playback events update your Microsoft Dynamics 365 CRM contact records automatically while posting real-time playback updates to Microsoft Teams.
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If a Microsoft Dynamics 365 CRM lead is updated to enterprise, grant SproutVideo access and alert the sales channel in Microsoft Teams.
Enterprise lead updates in Microsoft Dynamics 365 CRM trigger instant SproutVideo access grants and post an immediate notification in Microsoft Teams.
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C
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Use ChatGPT to summarize SproutVideo engagement, update the Microsoft Dynamics 365 CRM contact, and post the summary in Microsoft Teams.
ChatGPT analyzes SproutVideo viewing activity, updates your Microsoft Dynamics 365 CRM contact record, and shares the executive summary in Microsoft Teams.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SproutVideo

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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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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SproutVideo
SproutVideo Triggers & Actions
Video is played in SproutVideo
Triggers the automation when a video is played
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Instant
Video is deployed in SproutVideo
Triggers the automation when any video is deployed
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Call to action is clicked in SproutVideo
Triggers the automation when call details are modified
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Create tag in SproutVideo
Adds a new tag to categorize videos
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Grant access in SproutVideo
Grants access
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Update access grant in SproutVideo
Modify permissions for particular users or groups
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Search access grant in SproutVideo
Searches for an access grant
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Create viewers login in SproutVideo
Creates a new login for viewers
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Search login in SproutVideo
Searches for a login
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Search video in SproutVideo
Searches for a video
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Upload video in SproutVideo
Uploads a video to the particular location
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Create folder in SproutVideo
Creates a new folder in the designated location
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What can you automate with Microsoft Dynamics 365 CRM + SproutVideo?

Streamline video portal access, sync customer engagement data, and eliminate manual administration between your CRM and video platform.

What you can automate?
🎬
Provision SproutVideo logins from CRM contacts
Create a SproutVideo viewer login automatically whenever a new contact is created in Microsoft Dynamics 365 CRM. Eliminate manual user setup and ensure instant video portal access for new clients.
📝
Sync custom contact fields and profile attributes
Map detailed contact properties and custom attributes between Microsoft Dynamics 365 CRM and SproutVideo. Keep your viewer records accurate and up to date across platforms.
🔔
Notify your team on playback events
Send instant notifications to your sales or support team whenever a video is played or a call to action is clicked in SproutVideo. Respond to client interest while engagement is high.
🔀
Route access based on lead tier or region
Grant access to specific secure folders or training tags depending on lead tier, deal stage, or region data submitted in Microsoft Dynamics 365 CRM. Deliver tailored video content automatically.
🔄
Keep contact records updated as viewer status changes
Update contact details and engagement scores in Microsoft Dynamics 365 CRM whenever viewer activity occurs in SproutVideo. Maintain complete visibility over customer journeys.
🔍
Search and update existing records safely
Search for existing contacts or accounts in Microsoft Dynamics 365 CRM before creating new entries. Prevent duplicate records and keep your database clean.
🏷️
Manage tags and folder permissions dynamically
Create tags and update access grants in SproutVideo in response to opportunity updates or case creations in Microsoft Dynamics 365 CRM. Keep permissions synchronized effortlessly.
📊
Extend your workflow to spreadsheets and team chat
Connect your core automation to Google Sheets, Slack, or Mailchimp to log viewing metrics, notify colleagues, and nurture leads across your entire operational stack.
And much more...

Who is Microsoft Dynamics 365 CRM + SproutVideo integration for?

Connecting Microsoft Dynamics 365 CRM and SproutVideo eliminates manual user provisioning and keeps video analytics synced with customer records for teams.

Operations managers
Operations managers
Sales representatives
Sales representatives
Client success leads
Client success leads
Marketing directors
Marketing directors
Account executives
Account executives
Support supervisors
Support supervisors
📈
Operations managers
You review weekly video portal engagement metrics alongside your CRM data, but manual exports leave your dashboards outdated and incomplete — automating both apps means every viewer login and playback event syncs instantly so your reports reflect current activity.
Sales representatives
You need to follow up the moment a prospect interacts with training or demo materials, but delays in provisioning video access slow down your outreach — this integration means new CRM contacts get SproutVideo logins immediately and your team learns about activity without manual checking.
🤝
Client success leads
You report on client onboarding progress to executive stakeholders who demand precise engagement tracking, but missing playback records create gaps in your status updates — connecting these apps means every view syncs directly into your contact records to keep stakeholders fully informed.
📊
Marketing directors
You manage high volumes of webinar attendees and lead submissions that require individual video portal accounts, but manual setup creates severe bottlenecks — automating this workflow means every new lead triggers immediate access provisioning without administrative delays.
🎯
Account executives
You depend on upstream lead creation in your CRM before granting access to confidential video vaults, but handoff delays frustrate prospective buyers — with this integration, new opportunity stages trigger secure folder access automatically so deals progress without friction.
📋
Support supervisors
You require an accurate audit history of every support ticket and customer video interaction, but manual record-keeping leaves missing entries in your logs — automating both platforms means every interaction creates structured records across your entire tech stack.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SproutVideo

Build and manage your Microsoft Dynamics 365 CRM + SproutVideo 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 + SproutVideo 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 SproutVideo?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to SproutVideo in 1-click using Integrately. Choose from ready-made templates or ask Integrately AI to build custom workflows linking your CRM with video hosting alongside 1,500+ other apps.
Can I automatically create a SproutVideo viewer login when a Microsoft Dynamics 365 CRM contact is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, SproutVideo, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SproutVideo?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact triggers in this integration?
Frequently Asked Questions
Can SproutVideo playback events update Microsoft Dynamics 365 CRM records?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and SproutVideo?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and SproutVideo integration free?
Frequently Asked Questions
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