Microsoft Dynamics 365 CRM + Uncanny Automator Integration

Integrate Microsoft Dynamics 365 CRM to Uncanny Automator in one click, or tell Integrately AI how you want each lead handled. Capture leads, update contact records, trigger webhooks, and streamline your sales pipeline automatically.

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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
  • Uncanny Automator
    Data is sent to webhook in Uncanny Automator Instant
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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

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Uncanny Automator Integration

Capture new leads, update contact records, trigger webhooks, and streamline your sales pipeline, all in just one click.

Most popular automationsmost-popular-automations
Uncanny Automator + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Uncanny Automator data

When someone completes your Uncanny Automator, a new contact is automatically created in your Microsoft Dynamics 365 CRM. This way, you can quickly follow up with the data and turn them into a customer!

Plus, all of the information from the Uncanny Automator is automatically populated in the new contact, so you don't have to waste time manually entering data. Thus, having a Uncanny Automator - Microsoft Dynamics 365 CRM integration set up makes it easy to manage your customer relationships and grow your business.
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Connect more apps to your Microsoft Dynamics 365 CRM + Uncanny Automator flow

Connect your CRM and automation flows with email, messaging, and database tools to keep your team aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Uncanny Automator
+
Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM (3)
+
Uncanny AutomatorUncanny Automator (3)
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
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When Data is sent to webhook in Uncanny Automator, create a lead in Microsoft Dynamics 365 CRM, and update the contact record
Incoming webhook data immediately creates a lead in Microsoft Dynamics 365 CRM and updates the contact record without manual entry.
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When Data is sent to webhook in Uncanny Automator, create an account in Microsoft Dynamics 365 CRM, and create a case
Webhook triggers instantly create an account in Microsoft Dynamics 365 CRM and open a support case for fast handling.
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When Data is sent to webhook in Uncanny Automator, create an opportunity in Microsoft Dynamics 365 CRM, and update the account
Webhook triggers automatically create an opportunity in Microsoft Dynamics 365 CRM and update the associated account.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Uncanny Automator

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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Uncanny Automator
Uncanny Automator Triggers & Actions
Instant
Data is sent to webhook in Uncanny Automator
Triggers the automation when data is sent to a webhook
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No action is available

What can you automate with Microsoft Dynamics 365 CRM + Uncanny Automator?

Connect Microsoft Dynamics 365 CRM and Uncanny Automator to trigger workflows, sync leads, and eliminate manual data entry.

What you can automate?
Trigger workflows from webhook data automatically
Send webhook payloads from Uncanny Automator to instantly create leads, contacts, or accounts in Microsoft Dynamics 365 CRM without manual intervention.
📋
Capture every submitted webhook field
Map all incoming payload data into separate Microsoft Dynamics 365 CRM fields instead of just basic names and emails, ensuring complete records.
🔔
Notify your team the moment events occur
Alert sales and support channels instantly whenever new leads or support cases are created in your Microsoft Dynamics 365 CRM environment.
🔀
Route records based on submitted data fields
Direct new leads to specific team members or update distinct account fields depending on criteria submitted in the webhook payload.
🔄
Keep Microsoft Dynamics 365 CRM records updated in real time
Automatically update contact information and account details whenever new trigger events occur across your connected workflows.
🔍
Search records before creating duplicates
Look up existing contacts and accounts in Microsoft Dynamics 365 CRM prior to generating new entries, keeping your database clean.
📋
Handle case and opportunity updates seamlessly
Manage support cases and sales opportunities dynamically as webhook triggers update status information in your CRM.
💬
Extend workflows to messaging apps like Slack
Combine Microsoft Dynamics 365 CRM and Uncanny Automator with Slack to broadcast real-time updates directly to your team channels.
And much more...

Who is Microsoft Dynamics 365 CRM + Uncanny Automator integration for?

Teams connecting Microsoft Dynamics 365 CRM and Uncanny Automator eliminate manual data entry, streamline lead processing, and keep pipeline records completely accurate across workflows.

Business analysts
Business analysts
Sales representatives
Sales representatives
Client success managers
Client success managers
Operations coordinators
Operations coordinators
Account managers
Account managers
Data compliance officers
Data compliance officers
📈
Business analysts
You pull reports from Microsoft Dynamics 365 CRM but automated webhook triggers arrive in disconnected batches, so your pipeline metrics are always hours behind — automating both apps means every lead lands in your system instantly and your numbers stay current.
Sales representatives
You need to act fast on incoming prospect data, but manual handoffs mean you find out about new leads too late — integrating these apps means every new submission triggers CRM updates immediately and your follow-up speed improves.
🤝
Client success managers
You answer to stakeholders who want to see prompt account setup, but delays in logging records leave gaps in project visibility — with this integration, every webhook event creates structured CRM records and your client tracking stays transparent.
⚙️
Operations coordinators
The volume of incoming webhook data is too high for anyone to keep up by hand, leading to missed entries and errors — automating both apps means every payload populates your Microsoft Dynamics 365 CRM records without manual data entry.
🔄
Account managers
You own the client onboarding step and depend on upstream triggers to hand over new accounts, but manual notifications cause bottlenecks — connecting these apps means account creation happens automatically and your handoff process runs smoothly.
📋
Data compliance officers
You need a reliable audit history of every transaction, but manual logging keeps leaving gaps in your Microsoft Dynamics 365 CRM logs — automating both apps means every event is recorded systematically and your audit trail remains complete.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Uncanny Automator

Build and manage your Microsoft Dynamics 365 CRM + Uncanny Automator 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 + Uncanny Automator 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.
How Integrately Works?

How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Uncanny Automator?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM and Uncanny Automator in 1 click using ready templates or Integrately AI, linking apps like Salesforce, HubSpot, and Slack.
What can I automate with Microsoft Dynamics 365 CRM and Uncanny Automator?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Uncanny Automator, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Uncanny Automator?
Frequently Asked Questions
How are leads and contacts handled in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Uncanny Automator handle incoming webhook data?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Uncanny Automator?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Uncanny Automator integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Uncanny Automator With 1500+ Other Apps

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