Microsoft Dynamics 365 CRM + SQL Server Integration

Integrate Microsoft Dynamics 365 CRM to SQL Server in one click, or tell Integrately AI how you want each lead handled. Capture contact details, write database rows, update records, and keep your tables current 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
    Member is added to marketing list 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
  • SQL Server
    Row is created in SQL Server
  • SQL Server
    Row is created or updated in SQL Server
  • SQL Server
    Column is created in SQL Server
  • SQL Server
    Table is created in SQL Server
Arrow Right
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
  • SQL Server
    Create row in SQL Server
  • SQL Server
    Update row in SQL Server
  • SQL Server
    Search row in SQL Server
  • SQL Server
    Search row(Custom Query) in SQL Server

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + SQL Server Integration

Create database rows from new leads, update records when contacts change, log orders, and sync tables, all in just one click.

Most popular automationsmost-popular-automations
SQL Server + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new SQL Server row

Automatically creating Microsoft Dynamics 365 CRM contact records for new SQL Server row entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Microsoft Dynamics 365 CRM + SQL Server Integration

Create SQL Server row for new Microsoft Dynamics 365 CRM contact

When a new contact is created in your Microsoft Dynamics 365 CRM, you can automatically create a row for them in your SQL Server. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Got a different task in mind? Describe it

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Connect more apps to your Microsoft Dynamics 365 CRM + SQL Server flow

Send customer data to CRMs, notify teams on messaging apps, and keep accounting or drives updated after database actions finish. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
SQL Server
+
SalesforceSalesforce (4)
+
HubspotHubspot (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
M
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Create a SQL Server row for every new Microsoft Dynamics 365 CRM lead, and add it to Salesforce
New Microsoft Dynamics 365 CRM leads automatically create rows in SQL Server and get added to Salesforce instantly.
M
S
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When a contact is created in Microsoft Dynamics 365 CRM, write a SQL Server row and update Salesforce
Keep SQL Server and Salesforce updated automatically whenever a new contact appears in Microsoft Dynamics 365 CRM.
M
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When an opportunity updates in Microsoft Dynamics 365 CRM, update SQL Server and Salesforce
Sync opportunity changes from Microsoft Dynamics 365 CRM directly to SQL Server and Salesforce.
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Use Claude to evaluate Microsoft Dynamics 365 CRM leads, create a SQL Server row, and add to Salesforce
Evaluate lead quality with Claude before creating SQL Server rows and Salesforce records.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SQL Server

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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Member is added to marketing list 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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SQL Server
SQL Server Triggers & Actions
Row is created in SQL Server
Triggers the automation when a new row is added to a spreadsheet
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Row is created or updated in SQL Server
Triggers the automation when a row is created or updated
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Column is created in SQL Server
Triggers the automation when a new event or workout session is scheduled
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Table is created in SQL Server
Triggers the automation when a new table is created
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Create row in SQL Server
Adds a new row to a designated dataset
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Update row in SQL Server
Updates a specified row in a spreadsheet or database
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Search row in SQL Server
Searches and retrieve a row of data within a dataset
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Search row(Custom Query) in SQL Server
Searches for a row using a custom query
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What can you automate with Microsoft Dynamics 365 CRM + SQL Server?

Streamline your database management and CRM workflows with instant, automated data synchronisation.

What you can automate?
🔄
Sync new leads directly to database rows
Automatically create a new SQL Server row the moment a lead is created in Microsoft Dynamics 365 CRM. Eliminate manual exports and keep your tables perfectly aligned.
📋
Capture every submitted contact detail
Map all incoming contact fields from Microsoft Dynamics 365 CRM into separate SQL Server columns. Ensure no crucial customer information gets left behind.
🔔
Notify your team as soon as records arrive
Trigger instant team alerts or email notifications whenever new database rows are written from Microsoft Dynamics 365 CRM activities. Keep stakeholders fully informed.
🔀
Route records based on submitted criteria
Apply conditional logic to your Microsoft Dynamics 365 CRM data so records are processed differently in SQL Server based on specific tiers, regions, or values.
📝
Keep database tables updated as records change
Automatically update existing SQL Server rows whenever contact details or opportunity stages are modified in Microsoft Dynamics 365 CRM.
🛡️
Add or update records to prevent duplicates
Search for existing entries before writing to SQL Server, updating current records instead of creating accidental duplicate rows.
📊
Handle later status changes and deal progression
Trigger database updates when Microsoft Dynamics 365 CRM opportunities reach closed, won, or updated stages. Maintain accurate historical records effortlessly.
🔗
Extend your workflow to messaging apps
Connect your core Microsoft Dynamics 365 CRM and SQL Server flow to Slack or Outlook to broadcast updates and streamline team collaboration.
And much more...

Who is Microsoft Dynamics 365 CRM + SQL Server integration for?

Connecting Microsoft Dynamics 365 CRM and SQL Server eliminates manual data entry, keeping database tables and CRM pipelines perfectly synchronised for operational teams.

Data analysts and reporters
Data analysts and reporters
Sales managers
Sales managers
Account executives
Account executives
Operations teams
Operations teams
Customer success leads
Customer success leads
Database administrators
Database administrators
📈
Data analysts and reporters
You're running analytics on customer databases but your SQL tables only update when someone manually exports records, so the dashboard metrics you rely on are always hours behind — with this integration, every new lead lands in SQL Server instantly and your reports stay current.
Sales managers
You need immediate visibility when high-value prospects enter your CRM pipelines, but database syncing delays leave you finding out too late — with this integration, every lead creation in Microsoft Dynamics 365 CRM writes a database row immediately and alerts your team.
📋
Account executives
You answer to stakeholders who want verifiable proof of pipeline progress, but manually copying records leaves frustrating gaps in your tables — with this integration, every deal update flows straight into SQL Server to maintain a bulletproof history.
⚙️
Operations teams
The inbound lead volume from Microsoft Dynamics 365 CRM is far too high for anyone to keep database rows updated by hand without making errors — with this integration, every record transfers automatically to SQL Server without manual effort.
🤝
Customer success leads
You own the onboarding stage and depend on sales reps handing over customer accounts correctly, but manual handoffs cause frustrating delays — with this integration, database rows populate instantly the moment records are created in Microsoft Dynamics 365 CRM.
🗄️
Database administrators
You need a reliable, uncompromised history of all customer interactions and keep finding missing entries caused by manual data entry mistakes — with this integration, every record from Microsoft Dynamics 365 CRM populates SQL Server reliably.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SQL Server

Build and manage your Microsoft Dynamics 365 CRM + SQL Server 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 + SQL Server 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 SQL Server?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to SQL Server using 1-click automation setup on Integrately, alongside Salesforce, Slack, and Google Drive. It takes minutes to activate pre-built templates or ask Integrately AI to build custom workflows.
Can I automatically create SQL Server rows from new Microsoft Dynamics 365 CRM leads?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, SQL Server, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SQL Server?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates in this integration?
Frequently Asked Questions
Can SQL Server handle custom queries during data synchronization?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and SQL Server?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and SQL Server integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or SQL Server With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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SQL Server
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Sync SQL Server with reporting, project management, and data warehousing tools to keep database insights flowing across your stack.