Arthur Online + Microsoft Dynamics 365 CRM Integration
Integrate Arthur Online to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each tenancy handled. Manage your properties, create contacts and leads in your CRM, update your sales records, and track every property task automatically.
Free forever.Use premium features free for 14 days.1.
Task is created in Arthur Online Instant- Task is updated in Arthur Online Instant
- Document is created in Arthur Online Instant
- Viewing is added in Arthur Online Instant
- Viewing is updated in Arthur Online Instant
- Tenancy is updated in Arthur Online Instant
- Unit is available to let in Arthur Online Instant
- Tenancy is added in Arthur Online Instant
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
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
Trusted by experts at...
Ready Workflows for Arthur Online + Microsoft Dynamics 365 CRM Integration
Capture tenancies, create CRM contacts, log properties, update accounts, and keep records current, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Arthur Online + Microsoft Dynamics 365 CRM flow
Extend your property management automation with spreadsheets, cloud storage, marketing tools, and team chat. Pick a combination and activate it in one click.
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Microsoft Excel (3)
Microsoft Excel (3) +
Google Drive (3)
Google Drive (3) +
Mailchimp (3)
Mailchimp (3) +
DocuSign (3)
DocuSign (3) +
Xero (3)
Xero (3) +
Slack (3)
Slack (3) A
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Add new Arthur Online tenancies to Microsoft Dynamics 365 CRM, and log the details in Microsoft Excel
New tenancies from Arthur Online appear instantly in Microsoft Dynamics 365 CRM while updating your Microsoft Excel spreadsheet.
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When an Arthur Online task is created, update Microsoft Dynamics 365 CRM and record it in Microsoft Excel
Track property tasks seamlessly by updating your CRM records and Excel spreadsheets simultaneously.
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When an Arthur Online viewing is added, create a lead in Microsoft Dynamics 365 CRM and log it in Microsoft Excel
Capture property viewings immediately as leads in your CRM and Excel logs.
Supported triggers and actions for Arthur Online and Microsoft Dynamics 365 CRM
Mix and match to build the exact automation you need
Arthur Online Triggers & Actions
Instant
Document is created in Arthur Online
Triggers the automation when a new document is created
Try it → Instant
Viewing is added in Arthur Online
Triggers the automation when a user views something
Try it → Instant
Viewing is updated in Arthur Online
Triggers the automation when you view a item or page
Try it → Instant
Tenancy is updated in Arthur Online
Triggers the automation when any tenancy is modified
Try it → Instant
Unit is available to let in Arthur Online
Triggers the automation when a unit becomes available to let
Try it → Instant
Tenancy is added in Arthur Online
Triggers the automation when a new tenancy is added
Try it → Microsoft Dynamics 365 CRM Triggers & Actions
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 → What can you automate with Arthur Online + Microsoft Dynamics 365 CRM?
Streamline your property management workflows by syncing tenancies, tasks, viewings, and documents directly into your CRM.
🏢
Sync new tenancies to CRM contacts automatically
Capture every new tenancy added in Arthur Online and instantly generate a corresponding contact or account in Microsoft Dynamics 365 CRM. Eliminate manual data entry and ensure your sales pipeline stays current.
📋
Capture every property task and document detail
Map all task updates and document creations from Arthur Online directly into Microsoft Dynamics 365 CRM records. Maintain comprehensive digital files without missing crucial operational notes.
🔔
Alert your team the moment events happen
Send instant notifications to your property and leasing teams whenever new viewings or tenancies are registered. Ensure staff can act quickly on incoming opportunities.
🔀
Route records based on submitted tenancy fields
Trigger different CRM actions depending on specific tenancy details or property units. Send high-value leases to senior agents while standardizing routine updates.
🔄
Keep CRM records updated as tenancies change
Automatically update existing Microsoft Dynamics 365 CRM contacts and accounts whenever tenancy details or property tasks are modified in Arthur Online.
🔍
Prevent duplicate records with smart matching
Search existing CRM accounts and contacts before creating new entries, ensuring your Microsoft Dynamics 365 CRM database remains clean and free of duplicates.
⏱️
Handle later status changes and updates
Trigger automated CRM updates when tenancies are renewed, tasks are completed, or units become available to let. Keep your property lifecycle fully synchronized.
🌐
Extend your workflow to team chat apps
Connect Arthur Online and Microsoft Dynamics 365 CRM with Slack to broadcast property updates and maintenance requests directly to your internal communication channels.
And much more...
Who is Arthur Online + Microsoft Dynamics 365 CRM integration for?
Property managers, leasing agents, and operations teams connect Arthur Online and Microsoft Dynamics 365 CRM to eliminate manual data entry and keep records synchronized.
Financial Controllers
Leasing Agents
Property Owners
Operations Managers
Maintenance Coordinators
Compliance Officers
📈
Financial Controllers
You review property revenue and lease reports, but your CRM records only update when someone manually exports data, so the financial figures you analyze are always outdated — with this integration, every new tenancy updates your CRM instantly and your reporting stays accurate.
⚡
Leasing Agents
You need to follow up on property viewings immediately, but prospect details sit in Arthur Online until someone re-types them into Microsoft Dynamics 365 CRM, causing delayed responses — automating both apps means every viewing creates a CRM lead instantly so you can engage prospects right away.
🤝
Property Owners
You answer to investors who demand up-to-date occupancy and tenancy statuses, but tracking spreadsheets lag behind actual property leasing activity — connecting these apps means every tenancy update flows directly into your CRM for transparent, real-time client reporting.
📊
Operations Managers
The volume of maintenance tasks and property documents is too high for your staff to keep spreadsheets and CRM accounts synchronized by hand, leading to missing records — this integration means every task and document change updates your database automatically.
🔄
Maintenance Coordinators
You depend on property agents to hand over maintenance tasks before you can dispatch contractors, but communication bottlenecks stall repairs — automating both apps means every Arthur Online task creates a CRM case instantly for seamless contractor dispatch.
🗂️
Compliance Officers
You need a reliable audit trail of all lease agreements and tenancy updates, but manual record-keeping leaves dangerous gaps in your compliance history — with this integration, every document and tenancy creates an immutable CRM record without errors.
Did you know?
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Why choose Integrately to automate Arthur Online + Microsoft Dynamics 365 CRM
Build and manage your Arthur Online + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Arthur Online + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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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
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
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
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
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?
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Frequently Asked Questions
How do I connect Arthur Online to Microsoft Dynamics 365 CRM?
You can connect Arthur Online to Microsoft Dynamics 365 CRM in just one click using ready-made templates or by describing your workflow to Integrately AI. Pair them with tools like Microsoft Excel, Google Drive, and Slack to build robust multi-step property management automations.
Can I automatically sync new tenancies from Arthur Online to Microsoft Dynamics 365 CRM?
Can I connect Arthur Online, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Arthur Online and Microsoft Dynamics 365 CRM?
How does Arthur Online handle property tasks and viewing data in automations?
Can Microsoft Dynamics 365 CRM records be updated automatically from Arthur Online events?
Do I need coding skills to automate Arthur Online and Microsoft Dynamics 365 CRM?
Is the Arthur Online and Microsoft Dynamics 365 CRM integration free?
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