Microsoft Dynamics 365 CRM + SuperSaaS Integration
Integrate Microsoft Dynamics 365 CRM to SuperSaaS in one click, or tell Integrately AI how you want each booking handled. Sync your bookings, create matching leads in your CRM, update your contacts, and alert your team 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
Purchase is created in SuperSaaS Instant- Appointment is created in SuperSaaS Instant
- Appointment is updated in SuperSaaS Instant
- Mail is send in SuperSaaS Instant
- Form is submitted in SuperSaaS Instant
- User is created in SuperSaaS Instant
- Reminder or follow up is created in SuperSaaS Instant
- User is updated in SuperSaaS Instant
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- 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
Trusted by experts at...
Ready Workflows for Microsoft Dynamics 365 CRM + SuperSaaS Integration
Capture bookings, create CRM leads, update contact records, track appointment updates, and manage customer data, 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 + SuperSaaS flow
Extend your booking workflows by connecting team communication, email marketing, payments, and calendar tools. Pick a combination and activate it in one click.
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Microsoft Outlook (5)
Microsoft Outlook (5) +
Microsoft Teams (5)
Microsoft Teams (5) +
Stripe (5)
Stripe (5) +
Mailchimp (5)
Mailchimp (5) +
Zoom (5)
Zoom (5) +
Google Calendar (5)
Google Calendar (5) S
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When an appointment is created in SuperSaaS, create a lead in Microsoft Dynamics 365 CRM and send an email in Microsoft Outlook
New SuperSaaS appointments instantly appear in Microsoft Dynamics 365 CRM as leads while Microsoft Outlook sends an email notification.
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When a SuperSaaS appointment is updated, update the lead in Microsoft Dynamics 365 CRM and notify via Microsoft Outlook
Keep your CRM lead records current when appointment schedules change in SuperSaaS and alert stakeholders in Microsoft Outlook.
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When a user is created in SuperSaaS, create a contact in Microsoft Dynamics 365 CRM and log it in Microsoft Outlook
New SuperSaaS users populate Microsoft Dynamics 365 CRM as contacts and record details in Microsoft Outlook automatically.
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When a form is submitted in SuperSaaS, create a case in Microsoft Dynamics 365 CRM and email the team in Microsoft Outlook
Turn SuperSaaS form submissions into Microsoft Dynamics 365 CRM support cases and alert your service team in Microsoft Outlook.
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Use ChatGPT to summarise SuperSaaS appointment notes, create a Microsoft Dynamics 365 CRM lead, and email it via Microsoft Outlook
AI summarises SuperSaaS appointment details before creating a CRM lead and dispatching an email briefing via Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and SuperSaaS
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 → SuperSaaS Triggers & Actions
Instant
Purchase is created in SuperSaaS
Triggers the automation when a new purchase is created
Try it → Instant
Appointment is created in SuperSaaS
Triggers the automation when a new appointment is created
Try it → Instant
Appointment is updated in SuperSaaS
Triggers the automation when any appointment is modified
Try it → Instant
Reminder or follow up is created in SuperSaaS
Triggers the automation when a reminder or follow up is created
Try it → What can you automate with Microsoft Dynamics 365 CRM + SuperSaaS?
Streamline your booking and CRM operations by automating data flows, updates, and notifications across both platforms.
🔄
Sync new appointments directly into CRM leads
Turn every SuperSaaS appointment into a fully populated lead in Microsoft Dynamics 365 CRM instantly. Eliminate manual data transfer between your scheduling software and sales pipeline.
📋
Capture every submitted form field accurately
Map all custom form answers and submission details from SuperSaaS into your Microsoft Dynamics 365 CRM records instead of just basic contact info.
🔔
Alert your team the moment bookings arrive
Notify sales and support staff instantly in your preferred communication channels when a new client appointment or user registration occurs.
🔀
Route records based on submitted criteria
Apply conditional logic to direct VIP bookings to priority queues in Microsoft Dynamics 365 CRM while standard inquiries follow normal workflows.
⏱️
Keep CRM records updated on schedule changes
Automatically update existing lead or contact details in Microsoft Dynamics 365 CRM whenever an appointment is rescheduled or modified in SuperSaaS.
👥
Prevent duplicate entries with intelligent matching
Search existing database records before creating new entries to ensure clean contact management across SuperSaaS and Microsoft Dynamics 365 CRM.
💳
Manage status changes like purchases and form updates
Trigger automated CRM actions whenever a purchase is completed or a user profile is updated in SuperSaaS, keeping financial and sales records aligned.
🌐
Extend your workflow to team and productivity apps
Connect your core SuperSaaS and Microsoft Dynamics 365 CRM flow with Microsoft Outlook, Microsoft Teams, Stripe, Mailchimp, Zoom, or Google Calendar.
And much more...
Who is Microsoft Dynamics 365 CRM + SuperSaaS integration for?
Teams managing bookings and customer relationships across SuperSaaS and Microsoft Dynamics 365 CRM eliminate manual data entry errors and accelerate response times.
Sales Operations Managers
Customer Support Leads
Client Success Specialists
Appointment Coordinators
Account Executives
Operations Auditors
📈
Sales Operations Managers
You rely on accurate booking metrics from SuperSaaS to evaluate pipeline health in Microsoft Dynamics 365 CRM, but manual export delays leave your dashboards outdated — this integration means every new booking lands in your CRM instantly and your performance numbers stay current.
⚡
Customer Support Leads
You need to respond immediately when a client submits a support inquiry or booking update in SuperSaaS, but manual checking causes frustrating delays — automating both apps means every service case opens in Microsoft Dynamics 365 CRM the moment it arrives.
🤝
Client Success Specialists
You report on client appointment history and engagement metrics for stakeholder reviews, but scattered records make compilation tedious — connecting these apps means your CRM contacts update automatically and report preparation becomes effortless.
📊
Appointment Coordinators
You handle high booking volumes daily between SuperSaaS and Microsoft Dynamics 365 CRM where manual entry invites costly duplicates — with this integration, every appointment creates or updates the correct lead record without human error.
💼
Account Executives
You depend on timely handoffs when prospects book consultation slots, but notification bottlenecks stall your outreach — automating these apps means every new booking populates your CRM lead queue immediately so you can engage first.
🔍
Operations Auditors
You audit customer journey logs and need complete audit trails between booking software and CRM databases, but manual logging leaves gaps — this integration means every user creation and appointment change is recorded with absolute reliability.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Microsoft Dynamics 365 CRM + SuperSaaS
Build and manage your Microsoft Dynamics 365 CRM + SuperSaaS automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + SuperSaaS 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.
How Integrately Works?
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Connect Accounts
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Automation is ready
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Frequently Asked Questions
How do I connect Microsoft Dynamics 365 CRM to SuperSaaS?
You can connect Microsoft Dynamics 365 CRM to SuperSaaS instantly using 1-click automations or Integrately AI. Pair them with tools like Microsoft Outlook, Microsoft Teams, and Google Calendar to streamline your workflows.
Can I automatically create Microsoft Dynamics 365 CRM leads from SuperSaaS bookings?
Can I connect Microsoft Dynamics 365 CRM, SuperSaaS, and Slack?
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SuperSaaS?
How does Microsoft Dynamics 365 CRM handle lead creation from bookings?
How does SuperSaaS manage appointment updates with the CRM?
Do I need coding skills to automate Microsoft Dynamics 365 CRM and SuperSaaS?
Is the Microsoft Dynamics 365 CRM and SuperSaaS integration free?
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