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Microsoft Dynamics 365 CRM + Airtable Integration

Integrate Airtable to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture new records, create leads and contacts, update your CRM, and sync data automatically.

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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
Record is created in view in Airtable
Record is created or updated in Airtable
Record is created in Airtable

2.

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
Get record by id in Airtable
Search multiple records using filters in Airtable
Create record in Airtable
Update record in Airtable
Search record in Airtable
Search multiple records in Airtable
Delete record in Airtable

Trusted by experts at...

Ready Workflows for Airtable + Microsoft Dynamics 365 CRM Integration

Capture leads, create records, update accounts, alert your team, and sync data, all in just one click.

Most popular automations

Create Airtable record for new Microsoft Dynamics 365 CRM contact

When a new contact is created in your Microsoft Dynamics 365 CRM, you can automatically create a record for them in your Airtable. 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!

See more

Create Microsoft Dynamics 365 CRM contact for new Airtable record

Automatically creating Microsoft Dynamics 365 CRM contact records for new Airtable record 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!

See more

When Record is created in view in Airtable > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Airtable + Microsoft Dynamics 365 CRM Integration

When Record is created in view in Airtable > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Airtable + Microsoft Dynamics 365 CRM Integration

When Record is created in Airtable > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Airtable + Microsoft Dynamics 365 CRM Integration

When Record is created in Airtable > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Airtable + Microsoft Dynamics 365 CRM Integration

When Record is created or updated in Airtable > Check any condition > Create contact in Microsoft Dynamics 365 CRM

Airtable + Microsoft Dynamics 365 CRM Integration

When Record is created or updated in Airtable > Check any condition > Create lead in Microsoft Dynamics 365 CRM

Airtable + Microsoft Dynamics 365 CRM Integration

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Got a different automation in mind? Describe it and let Integrately AI build it for you.

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

Extend your database and CRM automations with emails, notifications, marketing campaigns, and team calendars. Pick a combination and activate it in one click.

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Microsoft Outlook (3)

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Slack (3)

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Hubspot (3)

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Mailchimp (3)

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Calendly (3)

+

Zoom (3)

A

M

M

Create a lead in Microsoft Dynamics 365 CRM from every new Airtable record, and send a confirmation email in Microsoft Outlook

New Airtable records instantly generate leads in Microsoft Dynamics 365 CRM while Microsoft Outlook sends a confirmation email, keeping your pipeline updated without manual work.

M

A

M

When a contact is updated in Microsoft Dynamics 365 CRM, update the Airtable record and send an email update in Microsoft Outlook

Contact updates in Microsoft Dynamics 365 CRM automatically sync to Airtable and notify stakeholders via Microsoft Outlook, preventing outdated client details.

M

A

M

Create an Airtable record when a new Microsoft Dynamics 365 CRM lead is created, and send a briefing email in Microsoft Outlook

New Microsoft Dynamics 365 CRM leads automatically create rows in Airtable and trigger a detailed briefing email in Microsoft Outlook for review.

M

A

S

Add every new Microsoft Dynamics 365 CRM lead to Airtable, and notify your sales channel in Slack

New Microsoft Dynamics 365 CRM leads appear in Airtable instantly while Slack alerts your sales channel, keeping everyone informed of incoming opportunities.

A

M

S

When a record is created in Airtable, create a lead in Microsoft Dynamics 365 CRM and post an update in Slack

Airtable records automatically generate leads in Microsoft Dynamics 365 CRM and broadcast updates on Slack to keep your team aligned.

M

A

S

When a Microsoft Dynamics 365 CRM contact is updated, update the Airtable record and notify your team on Slack

Contact modifications in Microsoft Dynamics 365 CRM update Airtable records and trigger instant Slack notifications for your team.

M

H

A

Create a contact in HubSpot when a new Microsoft Dynamics 365 CRM lead is created, and log it in Airtable

New Microsoft Dynamics 365 CRM leads automatically create contacts in HubSpot and record entries in Airtable for unified tracking.

A

M

H

When a record is created in Airtable, create a lead in Microsoft Dynamics 365 CRM and add a contact in HubSpot

Airtable records trigger lead creation in Microsoft Dynamics 365 CRM and add new contacts to HubSpot automatically.

M

H

A

When a Microsoft Dynamics 365 CRM contact is updated, update the HubSpot contact and update the Airtable record

Contact changes in Microsoft Dynamics 365 CRM update both HubSpot and Airtable automatically to maintain data consistency.

M

M

A

Add a subscriber in Mailchimp when a new Microsoft Dynamics 365 CRM lead is created, and log it in Airtable

New Microsoft Dynamics 365 CRM leads are added to Mailchimp lists and recorded in Airtable automatically for marketing campaigns.

A

M

M

When a record is created in Airtable, create a lead in Microsoft Dynamics 365 CRM and add a subscriber in Mailchimp

Airtable records create Microsoft Dynamics 365 CRM leads and add new subscribers to Mailchimp in one streamlined flow.

M

A

M

When a Microsoft Dynamics 365 CRM contact is updated, update the Airtable record and update the Mailchimp subscriber

Contact updates in Microsoft Dynamics 365 CRM sync across Airtable records and Mailchimp subscriber lists automatically.

A

M

C

Create a lead in Microsoft Dynamics 365 CRM from every new Airtable record, and schedule a follow-up in Calendly

New Airtable records generate Microsoft Dynamics 365 CRM leads and set up Calendly scheduling links to streamline client meetings.

M

A

C

When a Microsoft Dynamics 365 CRM lead is created, create an Airtable record and set up a meeting in Calendly

Microsoft Dynamics 365 CRM leads automatically populate Airtable and schedule follow-up appointments in Calendly.

M

A

C

When a Microsoft Dynamics 365 CRM contact is updated, update the Airtable record and schedule a check-in in Calendly

Updated Microsoft Dynamics 365 CRM contacts sync with Airtable and trigger check-in scheduling links in Calendly.

A

M

Z

Create a lead in Microsoft Dynamics 365 CRM from every new Airtable record, and schedule a meeting in Zoom

New Airtable records create Microsoft Dynamics 365 CRM leads and automatically set up Zoom video conferences for consultations.

M

A

Z

When a Microsoft Dynamics 365 CRM lead is created, create an Airtable record and schedule a Zoom consultation

Microsoft Dynamics 365 CRM leads automatically generate Airtable records and set up Zoom consultation meetings.

M

A

Z

When a Microsoft Dynamics 365 CRM contact is updated, update the Airtable record and schedule a review call in Zoom

Updated Microsoft Dynamics 365 CRM contacts sync to Airtable and schedule review video calls in Zoom automatically.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Airtable

Mix and match to build the exact automation you need

Microsoft Dynamics 365 CRM Triggers & Actions

Sales order is created in Microsoft Dynamics 365 CRM

Contact is updated in Microsoft Dynamics 365 CRM

Triggers the automation when a contact is updated

Contact is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new contact is created

Account is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new account is created

Account is updated in Microsoft Dynamics 365 CRM

Triggers the automation when an account is updated

Opportunity is created in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Opportunity is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any opportunity is updated

Case is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new case is created

Case is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any case is updated

Lead is created in Microsoft Dynamics 365 CRM

Triggers the automation when a new lead is created

Lead is updated in Microsoft Dynamics 365 CRM

Triggers the automation when the lead information is updated

Quote is updated in Microsoft Dynamics 365 CRM

Triggers the automation when any quote is updated

Airtable Triggers & Actions

Record is created in view in Airtable

Triggers the automation when a record is created in a particular view within an app

Record is created or updated in Airtable

Triggers the automation when a record is created or updated in the particular application

Record is created in Airtable

Triggers the automation when a new record is created

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

Streamline your sales and database operations with powerful automated workflows.

What you can automate?

Get Started For Free

🔄

Sync new records and leads automatically

Instantly create a Microsoft Dynamics 365 CRM lead whenever a new record is added in Airtable, or generate Airtable records from incoming CRM leads without lifting a finger.

📋

Capture every submitted custom field

Map detailed custom answers, contact attributes, and notes from Airtable fields directly into Microsoft Dynamics 365 CRM records instead of just basic names and emails.

🔔

Alert your team the moment things happen

Notify sales reps and managers instantly in Slack or via email whenever a new record or lead is processed across your Airtable and Microsoft Dynamics 365 CRM setup.

🔀

Route records based on submitted data

Send high-value leads to priority CRM pipelines or standard Airtable views depending on specific criteria submitted in your initial form or database entry.

📝

Keep records updated as details change

Automatically update matching Airtable records whenever contact details or lead stages are modified in Microsoft Dynamics 365 CRM, maintaining complete data accuracy.

🛡️

Prevent duplicate entries and overlaps

Search existing records and accounts before creating new entries, ensuring your Airtable base and Microsoft Dynamics 365 CRM remain clean and organized.

⏱️

Handle later status changes and milestones

Trigger automated updates in Airtable when Microsoft Dynamics 365 CRM opportunities are closed, orders are completed, or account statuses are revised.

🔌

Extend your workflow to additional apps

Connect your core Airtable and Microsoft Dynamics 365 CRM automation with tools like Slack, Microsoft Outlook, or HubSpot to keep your entire team informed.

And much more...

Who is Airtable + Microsoft Dynamics 365 CRM integration for?

Connecting Airtable and Microsoft Dynamics 365 CRM helps sales, operations, and support teams eliminate manual data entry and keep records seamlessly aligned.

Sales Managers

Account Executives

Client Success Teams

Operations Specialists

Support Leads

CRM Administrators

📈

Sales Managers

You report on pipeline metrics and make strategic decisions from your CRM, but your spreadsheet records are always a few hours behind because data is entered by hand — with this integration, every new lead lands in your database instantly and your figures stay current.

⚡

Account Executives

You need to act fast when prospects show interest, but you find out about new assignments too late because notifications get stuck in manual review queues — with this integration, every CRM lead triggers an immediate Airtable record so you can reach out right away.

🤝

Client Success Teams

You answer to key accounts and outside stakeholders who expect real-time progress updates, but assembling status reports manually causes frustrating delays — with this integration, your CRM and database sync automatically to give clients accurate visibility.

📊

Operations Specialists

The volume of incoming records and leads is simply too high for anyone to keep up with by hand, leading to missing entries and fragmented tracking — with this integration, high-volume data processing runs in the background without manual oversight.

🛠️

Support Leads

You own the customer onboarding step and depend on sales reps upstream to hand over account details before you can begin work — with this integration, every new CRM entry populates your Airtable workflow the moment it is created.

🗂️

CRM Administrators

You need a reliable, complete history of every customer interaction and keep finding gaps caused by manual copy-paste errors across systems — with this integration, every record update is captured accurately and consistently without missing a step.

Try This Integration – No Code Needed

Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Airtable

Build and manage your Microsoft Dynamics 365 CRM + Airtable 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 + Airtable 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

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Connect Microsoft Dynamics 365 CRM + Airtable Now

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Frequently Asked Questions

How do I connect Airtable to Microsoft Dynamics 365 CRM?

You can connect Airtable to Microsoft Dynamics 365 CRM in 1 click using ready templates on Integrately, or use Integrately AI to build custom workflows linking tools like Slack, Microsoft Outlook, and HubSpot.

Can I automatically create a Microsoft Dynamics 365 CRM lead when an Airtable record is created?

Can I connect Airtable, Microsoft Dynamics 365 CRM, and Slack?

What is a good Zapier alternative for Airtable and Microsoft Dynamics 365 CRM?

How are records managed in Airtable during automation?

Can Microsoft Dynamics 365 CRM contacts and leads sync to Airtable automatically?

Do I need coding skills to automate Airtable and Microsoft Dynamics 365 CRM?

Is the Airtable and Microsoft Dynamics 365 CRM integration free?

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