Microsoft Dynamics 365 CRM + SureCart Integration

Integrate Microsoft Dynamics 365 CRM to SureCart in one click, or tell Integrately AI how you want each contact handled. Sync customer records, manage store orders, update your database, and trigger automated follow-ups instantly.

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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
  • SureCart
    Customer is created in SureCart Instant
  • SureCart
    Customer is updated in SureCart Instant
  • SureCart
    Subscription is created in SureCart Instant
  • SureCart
    Subscription is activated in SureCart Instant
  • SureCart
    Subscription is canceled in SureCart Instant
  • SureCart
    Subscription is set to cancel in SureCart Instant
  • SureCart
    Subscription is updated in SureCart Instant
  • SureCart
    Order is created in SureCart Instant
  • SureCart
    Order is paid in SureCart Instant
  • SureCart
    Order is processing in SureCart Instant
  • SureCart
    Purchase is created in SureCart Instant
  • SureCart
    Purchase is invoked in SureCart Instant
  • SureCart
    Purchase is revoked in SureCart Instant
  • SureCart
    Refund is created in SureCart Instant
  • SureCart
    Refund is succeeded in SureCart Instant
  • SureCart
    Cancellation act is created in SureCart Instant
Arrow Right
2.
  • 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
    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
  • SureCart
    Get product by ID in SureCart
  • SureCart
    Get customer by ID in SureCart
  • SureCart
    Search product in SureCart
  • SureCart
    Create product in SureCart
  • SureCart
    Update product in SureCart
  • SureCart
    Create customer in SureCart
  • SureCart
    Update customer in SureCart
  • SureCart
    Get line items for the order in SureCart
  • SureCart
    Search customer in SureCart

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

Capture customer details, sync store orders, update profiles, notify your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + SureCart Integration

Create SureCart contact for new Microsoft Dynamics 365 CRM contact

Creating a new SureCart contact for every new Microsoft Dynamics 365 CRM contact is a great way to keep your databases in sync. This way, you can be sure that your customers' information is accurate and up to date, and that you're able to track their purchase history.

Additionally, this Microsoft Dynamics 365 CRM - SureCart integration can help you to better understand your customers' needs and preferences, and to target your marketing efforts more effectively. By keeping your SureCart and Microsoft Dynamics 365 CRM systems in sync, you can provide a better experience for your customers and thereby improve your business's bottom line.
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SureCart + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new SureCart contact

If you're an ecommerce business owner who uses SureCart to power your online store, you'll be happy to know that when a new contact is created in Microsoft Dynamics 365 CRM, this automation will automatically create a contact in SureCart.

This means that you can keep track of all your customers and their orders in one place, making it easy to manage your business.
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SureCart + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new SureCart order

As an online store owner, you're likely using SureCart to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate SureCart with Microsoft Dynamics 365 CRM? This integration will allow you to automatically create a contact for each new order in Microsoft Dynamics 365 CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
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Connect more apps to your Microsoft Dynamics 365 CRM + SureCart flow

Extend your automation flow by connecting email marketing, billing, messaging, and spreadsheet tools to your core stack. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
SureCart
+
MailchimpMailchimp (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
HubSpotHubSpot (3)
+
Google SheetsGoogle Sheets (3)
S
M
M
Add every new SureCart customer to Mailchimp and create a contact in Microsoft Dynamics 365 CRM.
New SureCart customers appear in Mailchimp and Microsoft Dynamics 365 CRM the moment they buy, eliminating manual entry.
S
M
M
When a SureCart order is paid, add the subscriber in Mailchimp and update the contact in Microsoft Dynamics 365 CRM.
Paid SureCart orders update Mailchimp lists and Microsoft Dynamics 365 CRM contacts automatically.
M
S
M
When a Mailchimp subscriber updates their profile, update the customer in SureCart and update the contact in Microsoft Dynamics 365 CRM.
Subscriber updates flow directly into SureCart and Microsoft Dynamics 365 CRM without delay.

Supported triggers and actions for Microsoft Dynamics 365 CRM and SureCart

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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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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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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SureCart
SureCart Triggers & Actions
Instant
Customer is created in SureCart
Triggers the automation when a new customer is created
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Instant
Customer is updated in SureCart
Triggers the automation when customer details are updated
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Instant
Subscription is created in SureCart
Triggers the automation when a new subscription is created
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Instant
Subscription is activated in SureCart
Triggers the automation when a subscription is activated
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Instant
Subscription is canceled in SureCart
Triggers the automation when a subscription is canceled
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Instant
Subscription is set to cancel in SureCart
Triggers the automation when a subscription is set to cancel
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Instant
Subscription is updated in SureCart
Triggers the automation when a subscription is updated
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Instant
Order is created in SureCart
Triggers the automation when a new order is created
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Instant
Order is paid in SureCart
Triggers the automation when payment is made for any order
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Instant
Order is processing in SureCart
Triggers the automation when an order is being processed
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Instant
Purchase is created in SureCart
Triggers the automation when a new purchase is created
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Instant
Purchase is invoked in SureCart
Triggers the automation when a purchase is invoked
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Instant
Purchase is revoked in SureCart
Triggers the automation when any purchase is cancelled
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Instant
Refund is created in SureCart
Triggers the automation when a refund is initiated
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Instant
Refund is succeeded in SureCart
Triggers the automation when a refund is successfully processed
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Instant
Cancellation act is created in SureCart
Triggers the automation when an action is cancelled
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Get product by ID in SureCart
Retrieves product information by ID
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Get customer by ID in SureCart
Retrieves customer information by ID
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Search product in SureCart
Searches for a product
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Create product in SureCart
Generates and launch new products
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Update product in SureCart
Updates product information
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Create customer in SureCart
Adds a new customer to the database
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Update customer in SureCart
Updates a customer's information
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Get line items for the order in SureCart
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Search customer in SureCart
Locates and retrieves customer information
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What can you automate with Microsoft Dynamics 365 CRM + SureCart?

Streamline your sales and e-commerce workflows by connecting customer data, orders, and subscriptions across both platforms.

What you can automate?
🔄
Sync customer records between store and CRM
Automatically create a SureCart customer profile whenever a new contact is created in Microsoft Dynamics 365 CRM, ensuring your billing and sales systems stay aligned.
📋
Capture every submitted order detail
Map complete SureCart order information into Microsoft Dynamics 365 CRM records instead of basic summaries, giving your team full context on every transaction.
🔔
Alert your team on purchase events
Notify your sales channel immediately whenever a high-value store order is paid, allowing reps to reach out while engagement is high.
🔀
Route records based on order value
Apply conditional logic to direct VIP store purchases to senior account managers in Microsoft Dynamics 365 CRM while standard orders route automatically.
📝
Keep customer profiles up to date
Update Microsoft Dynamics 365 CRM contact details whenever a customer modifies their profile or subscription settings in SureCart.
🔍
Prevent duplicate contact creation
Search existing database records before creating new entries, ensuring your Microsoft Dynamics 365 CRM database remains clean and organized.
💳
Handle subscription lifecycle changes
Trigger automated CRM updates whenever a SureCart subscription is created, renewed, or canceled by the customer.
💬
Extend flows to team messaging apps
Connect your core automation pair to Slack or email tools to announce new customer signups and order completions instantly.
And much more...

Who is Microsoft Dynamics 365 CRM + SureCart integration for?

Connecting Microsoft Dynamics 365 CRM and SureCart eliminates manual data entry between your sales pipeline and online store, keeping records accurate for every team member.

Revenue operations analysts
Revenue operations analysts
Sales development managers
Sales development managers
Account coordinators
Account coordinators
E-commerce operations leads
E-commerce operations leads
Customer success specialists
Customer success specialists
Database administrators
Database administrators
📈
Revenue operations analysts
You're pulling sales figures across separate platforms but your revenue reports only update when someone manually exports orders, so the conversion metrics you're reviewing are always hours behind — this integration means every new order populates your tracking records instantly and your data stays current.
Sales development managers
You manage incoming customer inquiries in Microsoft Dynamics 365 CRM but purchasing actions happen in SureCart, so your team finds out about high-value purchases hours after checkout — automating both apps means every completed purchase updates your CRM records instantly and reps can follow up without delay.
📋
Account coordinators
You report on client activity to external stakeholders who want to see active subscriptions and order histories, but assembling those files by hand leads to missing entries — connecting these apps means every subscription event flows straight into your client logs without manual intervention.
📊
E-commerce operations leads
You handle hundreds of store checkouts daily while trying to keep customer profiles updated in your CRM, and the sheer volume makes manual copy-pasting impossible to sustain — with this integration, every customer record syncs automatically and your database remains error-free.
🤝
Customer success specialists
You own the onboarding stage after a store purchase is finalized, but you depend on manual handovers from sales to know when a client is ready — this integration means every new customer record appears in your queue immediately so you can start onboarding right away.
🗂️
Database administrators
You need a reliable customer history across sales and billing systems, but fragmented platforms keep creating duplicate contacts and missing order logs — automating both apps means every customer profile and transaction links correctly on the first pass.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + SureCart

Build and manage your Microsoft Dynamics 365 CRM + SureCart 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 + SureCart 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 SureCart?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to SureCart instantly using 1-click workflows on Integrately. Link your accounts, select a ready template, or ask Integrately AI to build the automation for you. Mailchimp, QuickBooks Online, Slack, Stripe, HubSpot, and Google Sheets are also fully supported.
Can I automatically create a SureCart customer when a Microsoft Dynamics 365 CRM contact is added?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, SureCart, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and SureCart?
Frequently Asked Questions
How do contact updates in Microsoft Dynamics 365 CRM affect SureCart?
Frequently Asked Questions
How are SureCart order payments handled in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and SureCart?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and SureCart integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or SureCart With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to CRMs, email tools, and support platforms to manage and follow up on your client relationships.
SureCart
Popular SureCart Integrations
Sync SureCart with accounting, project management, and reporting tools to keep store data working across your stack.
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SureCart Integrations arrow right
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