Microsoft Dynamics 365 CRM + Xeno Integration

Integrate Microsoft Dynamics 365 CRM to Xeno in one click, or tell Integrately AI how you want each contact handled. Search and update contacts, log conversation history, alert your team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Xeno
    New conversation is received in Xeno 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
  • Xeno
    Update contact in Xeno
  • Xeno
    Search contact in Xeno

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + Xeno Integration

Search records, update contacts, log details, alert your team, and trigger 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.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Xeno flow

Connect your core flow with email, messaging, and spreadsheets to keep your entire stack aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Xeno
+
Microsoft OutlookMicrosoft Outlook (3)
+
MailchimpMailchimp (3)
+
SalesforceSalesforce (3)
+
HubSpotHubSpot (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
X
M
M
When a new conversation is received in Xeno, search the contact in Microsoft Dynamics 365 CRM and send a follow-up email in Microsoft Outlook.
Incoming Xeno conversations trigger a Microsoft Dynamics 365 CRM contact search and dispatch a Microsoft Outlook email instantly.
M
X
M
When a contact is created in Microsoft Dynamics 365 CRM, search the contact in Xeno and send a welcome email in Microsoft Outlook.
New Microsoft Dynamics 365 CRM contacts initiate a Xeno search and send an introductory Microsoft Outlook email.
M
X
M
When a contact is updated in Microsoft Dynamics 365 CRM, search the contact in Xeno and send a notification email in Microsoft Outlook.
Updated Microsoft Dynamics 365 CRM records trigger a Xeno lookup and send an update notice via Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Xeno

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
Try it →
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
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 →
Search marketing list by name in Microsoft Dynamics 365 CRM
Try it →
Get contact by Id in Microsoft Dynamics 365 CRM
Try it →
Get marketing list members in Microsoft Dynamics 365 CRM
Try it →
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
Try it →
Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
Try it →
Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
Try it →
Search case in Microsoft Dynamics 365 CRM
Searches for a case record
Try it →
Get account by ID in Microsoft Dynamics 365 CRM
Try it →
Xeno
Xeno Triggers & Actions
Instant
New conversation is received in Xeno
Triggers the automation when a new conversation is initiated
Try it →
Update contact in Xeno
Updates contact information with new details
Try it →
Search contact in Xeno
Finds and retrieves contact information
Try it →

What can you automate with Microsoft Dynamics 365 CRM + Xeno?

Streamline your customer engagement and CRM records by automating routine data flows between Microsoft Dynamics 365 CRM and Xeno.

What you can automate?
🔄
Sync contacts between Microsoft Dynamics 365 CRM and Xeno
Automatically search and update contact records between Microsoft Dynamics 365 CRM and Xeno whenever a record is created or modified.
📝
Capture every submitted field and detail
Map all available contact fields and conversation details into your destination records instead of only basic names and email addresses.
🔔
Notify the right person immediately
Send instant alerts to team channels or specific representatives as soon as a new conversation or contact update occurs.
🔀
Route actions based on submitted field values
Execute different update paths or notifications depending on the specific tier or category submitted by the user.
⏱️
Keep records up to date as details change
Ensure your contact profiles and conversation histories reflect the latest modifications across both connected platforms.
🔍
Search and update instead of creating duplicates
Check for existing contact records before performing updates, maintaining a clean and organized database.
📋
Handle later status changes and updates
Automate follow-up actions when conversation statuses change or contact information undergoes revision.
🌐
Extend your workflow to Slack
Connect your core Microsoft Dynamics 365 CRM and Xeno flow to Slack to keep your team updated in real time.
And much more...

Who is Microsoft Dynamics 365 CRM + Xeno integration for?

Teams managing customer conversations and CRM records rely on this integration to eliminate manual updates and keep records aligned.

Operations Managers
Operations Managers
Support Teams
Support Teams
Account Executives
Account Executives
Sales Operations Leads
Sales Operations Leads
Sales Representatives
Sales Representatives
Data Analysts
Data Analysts
📈
Operations Managers
You're tracking contact metrics in Microsoft Dynamics 365 CRM but conversation logs only update when someone manually exports data, so your reporting dashboards are always a few hours behind — this integration means every new conversation updates your records instantly and your data stays current.
Support Teams
You manage incoming customer chats in Xeno but find out about urgent client requests too late because CRM records aren't linked, so customer wait times increase — with this integration, every support interaction triggers immediate record updates and notifications.
🤝
Account Executives
You answer to clients who want immediate visibility into their support history and contact updates, but compiling notes by hand takes hours — automating both apps means contact details sync automatically and your clients see accurate progress without delay.
📊
Sales Operations Leads
The volume of leads and chats is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned conversations — with this integration, every lead and conversation routes automatically and your pipeline stays fully populated.
🎯
Sales Representatives
You own the next sales step and depend on upstream team members to hand over contact details, but manual data entry causes frequent bottlenecks — connecting these apps means contact records transfer instantly so you can begin outreach right away.
🗂️
Data Analysts
You need a reliable history of customer interactions for performance analysis, but manual logging keeps leaving gaps in your database — automating both apps means every contact update and chat log is recorded accurately without missing entries.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Xeno

Build and manage your Microsoft Dynamics 365 CRM + Xeno 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 + Xeno 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?

1
Select Automation
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Xeno?
Frequently Asked Questions
Connecting Microsoft Dynamics 365 CRM to Xeno takes just one click using ready templates, or you can use Integrately AI to set up your workflow alongside tools like Slack, HubSpot, and Google Sheets.
Can I automatically sync contact updates between Microsoft Dynamics 365 CRM and Xeno?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Xeno, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Xeno?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates during automation?
Frequently Asked Questions
How are Xeno conversations processed in automated workflows?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Xeno?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Xeno integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Xeno With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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Xeno
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