Amazing Marvin + Microsoft Dynamics 365 CRM Integration

Integrate Amazing Marvin to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Create tasks automatically, update your CRM and task lists, alert your team, and track follow-ups.

Integrate For Free arrow rightGoogle Logo Sign Up With Google
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
Arrow Right
2.
  • Amazing Marvin
    Create task in Amazing Marvin
  • 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

Trusted by experts at...

indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo
indeed-logoIntuit-logonvidia-logosalesforce-logottc-logoWalmart-logoaccenture-logoadobe-logoatlassian-logocisco-logodeloitte-logohp-logo

Ready Workflows Ready Workflows for Amazing Marvin + Microsoft Dynamics 365 CRM Integration

Create tasks for new leads, organise responses, keep your task list updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Amazing Marvin Integration

Create Amazing Marvin task for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM and Amazing Marvin are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Microsoft Dynamics 365 CRM, do you also create a task in Amazing Marvin? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
See more
Activate
  • 1of1
Got a different task in mind? Describe it

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

Connect more apps to your Amazing Marvin + Microsoft Dynamics 365 CRM flow

Turn new CRM leads into organized tasks, notify your team, and trigger follow-up schedules. Pick a combination and activate it in one click.

Amazing Marvin
Microsoft Dynamics 365 CRM
+
Microsoft OutlookMicrosoft Outlook (8)
+
Microsoft TeamsMicrosoft Teams (8)
+
SlackSlack (8)
+
GmailGmail (8)
+
Google CalendarGoogle Calendar (8)
+
ZoomZoom (8)
M
A
M
Create an Amazing Marvin task from every new Microsoft Dynamics 365 CRM lead, and send an email notification in Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads appear as tasks in Amazing Marvin while Microsoft Outlook sends an instant email notification, so your team never misses a handoff.
M
A
M
Log every new Microsoft Dynamics 365 CRM support case as an Amazing Marvin task, and email the support desk via Microsoft Outlook.
Support cases from Microsoft Dynamics 365 CRM become tracked tasks in Amazing Marvin with an automatic notification sent through Microsoft Outlook.
M
A
M
When a Microsoft Dynamics 365 CRM opportunity updates, update the Amazing Marvin task and email the account manager in Microsoft Outlook.
Opportunity updates in Microsoft Dynamics 365 CRM automatically adjust your Amazing Marvin task and trigger an update email via Microsoft Outlook.
M
A
M
Create an Amazing Marvin follow-up task for every new Microsoft Dynamics 365 CRM contact, and confirm receipt in Microsoft Outlook.
New contacts in Microsoft Dynamics 365 CRM generate an immediate follow-up task in Amazing Marvin with confirmation sent through Microsoft Outlook.
M
A
M
If a Microsoft Dynamics 365 CRM sales order is created, create a priority Amazing Marvin task and email the fulfillment lead in Microsoft Outlook.
High-value sales orders in Microsoft Dynamics 365 CRM trigger urgent tasks in Amazing Marvin and direct email alerts in Microsoft Outlook.
M
A
M
When a Microsoft Dynamics 365 CRM account is updated, create an audit task in Amazing Marvin and notify the team in Microsoft Outlook.
Account changes in Microsoft Dynamics 365 CRM generate an audit task in Amazing Marvin and an informational email in Microsoft Outlook.
M
A
M
Use Claude to summarise new Microsoft Dynamics 365 CRM leads, create an Amazing Marvin task, and email the brief via Microsoft Outlook.
Claude summarises incoming Microsoft Dynamics 365 CRM leads, creating an Amazing Marvin task and sending a structured brief via Microsoft Outlook.
M
A
M
Turn every new Microsoft Dynamics 365 CRM lead into an Amazing Marvin task, create a follow-up card in Trello, and email via Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads spawn an Amazing Marvin task, a Trello project card, and a notification email in Microsoft Outlook.

Supported triggers and actions for Amazing Marvin and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Amazing Marvin
Amazing Marvin Triggers & Actions
No trigger is available
Create task in Amazing Marvin
Creates a new task
Try it →
Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
Try it →
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 →
Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
Try it →
Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
Try it →
Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
Try it →
Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
Try it →
Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
Try it →
Create account in Microsoft Dynamics 365 CRM
Generates a new account
Try it →
Search account in Microsoft Dynamics 365 CRM
Searches for account information
Try it →
Update account in Microsoft Dynamics 365 CRM
Updates account information
Try it →
Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
Try it →
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 →

What can you automate with Amazing Marvin + Microsoft Dynamics 365 CRM?

Streamline your workflow by turning CRM events into actionable tasks, syncing updates, and keeping your team informed automatically.

What you can automate?
⚡
Convert CRM Leads Into Actionable Tasks Automatically
Instantly create an Amazing Marvin task whenever a new lead is created in Microsoft Dynamics 365 CRM. Eliminate manual copy-pasting and ensure your task list reflects incoming opportunities immediately.
📋
Capture Every Submitted Field and CRM Detail
Map comprehensive contact details, company names, and order descriptions from Microsoft Dynamics 365 CRM straight into your Amazing Marvin task descriptions for complete context.
🔔
Notify Your Team the Moment Work Arrives
Trigger instant team alerts in Slack or Microsoft Outlook whenever a new Microsoft Dynamics 365 CRM event creates a task in Amazing Marvin, ensuring rapid response times.
🔀
Route Tasks Based on Submitted CRM Fields
Evaluate incoming Microsoft Dynamics 365 CRM records and assign priority Amazing Marvin tasks or route notifications conditionally based on specific lead tiers or deal sizes.
🔄
Keep Your Task List Updated As CRM Records Change
Automatically update corresponding Amazing Marvin tasks whenever account details, contact information, or opportunity stages are modified in Microsoft Dynamics 365 CRM.
🛡️
Prevent Duplicates With Smart Record Management
Ensure clean task management by searching existing Amazing Marvin entries before creating new records from Microsoft Dynamics 365 CRM triggers.
🏷️
Handle Later Status Changes and Lifecycle Events
Manage deal closures, order fulfillments, or support case resolutions by updating task statuses in Amazing Marvin when Microsoft Dynamics 365 CRM records reach completion.
🔌
Extend Your Workflow With Supporting Apps
Connect your core Amazing Marvin and Microsoft Dynamics 365 CRM flow with Slack, Gmail, or Google Calendar to build comprehensive multi-step operational pipelines.
And much more...

Who is Amazing Marvin + Microsoft Dynamics 365 CRM integration for?

Sales professionals, project managers, and operations teams connect these tools to eliminate manual data entry and streamline lead-to-task execution across systems.

Finance Managers
Finance Managers
Sales Representatives
Sales Representatives
Client Success Leads
Client Success Leads
Operations Coordinators
Operations Coordinators
Project Managers
Project Managers
Data Auditors
Data Auditors
📈
Finance Managers
You rely on Microsoft Dynamics 365 CRM sales order metrics to forecast quarterly revenue, but manual task handoffs cause data delays so your reports are always out of date — with this integration, every new order populates your task manager instantly and your metrics stay current.
⚡
Sales Representatives
You need to follow up on high-value Microsoft Dynamics 365 CRM leads the moment they enter your pipeline, but manual notification delays mean you find out too late — automating both apps means every lead generates an Amazing Marvin task instantly so you can engage prospects right away.
🤝
Client Success Leads
You answer to external stakeholders who expect immediate progress updates on support cases, but tracking issues across disconnected tools leaves visibility gaps — this integration means every support case creates a tracked task automatically and your client reporting remains accurate.
📊
Operations Coordinators
The high volume of incoming Microsoft Dynamics 365 CRM leads makes it impossible for your team to keep up with manual task creation, leading to missed follow-ups — connecting these apps means high-volume lead routing happens automatically without human bottlenecks.
🎯
Project Managers
You own the execution phase and depend on sales teams to hand over Microsoft Dynamics 365 CRM data cleanly, but manual handoffs cause missed details — automating both apps means every closed deal transitions smoothly into structured project tasks.
🗂️
Data Auditors
You need a reliable history of CRM updates for compliance audits, but manual record-keeping results in missing entries and tracking gaps — connecting these apps means every CRM update and task creation is logged reliably without human error.
Try This Integration – No Code Neededarrow right
Our team

Ready Workflows 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 Amazing Marvin + Microsoft Dynamics 365 CRM

Build and manage your Amazing Marvin + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Amazing Marvin + Microsoft Dynamics 365 CRM 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
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Connect Amazing Marvin + Microsoft Dynamics 365 CRM Now arrow right
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
See Pricingarrow right

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

▲ 2000+
Connect Amazing Marvin + Microsoft Dynamics 365 CRM Now arrow right
In Just 1 Click!
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect Amazing Marvin to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Amazing Marvin to Microsoft Dynamics 365 CRM instantly using 1-click automations or Integrately AI. Pair your accounts with apps like Slack, Microsoft Teams, and Gmail to manage your workflows effortlessly.
Can I automatically create Amazing Marvin tasks from Microsoft Dynamics 365 CRM leads?
Frequently Asked Questions
Can I connect Amazing Marvin, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Amazing Marvin and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Amazing Marvin handle task creation from CRM events?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM sync data with task managers?
Frequently Asked Questions
Can I automate this workflow without coding skills?
Frequently Asked Questions
Is the Amazing Marvin and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Amazing Marvin or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Amazing Marvin
Popular Amazing Marvin Integrations
Connect Amazing Marvin with task management, calendar, and note-taking apps to organise personal productivity and project timelines.
See All
Amazing Marvin Integrations arrow right
No popular apps found
Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Sync Microsoft Dynamics 365 CRM with email marketing, accounting, and customer support platforms to unify customer operations across your business stack.
See All
Microsoft Dynamics 365 CRM Integrations arrow right
No popular apps found