Microsoft Dynamics 365 CRM + BaseLinker Integration

Integrate BaseLinker to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each order handled. Create contacts, sync order details, update your accounts, and alert your team 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
  • BaseLinker
    Order is created in BaseLinker
  • BaseLinker
    Invoice is created in BaseLinker
Arrow Right
2.
  • 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
  • BaseLinker
    Create product in BaseLinker
  • BaseLinker
    Create order in BaseLinker
  • BaseLinker
    Update order in BaseLinker
  • BaseLinker
    Search order by phone in BaseLinker
  • BaseLinker
    Search order by email in BaseLinker
  • BaseLinker
    Get order by Id in BaseLinker
  • BaseLinker
    Add invoce in BaseLinker
  • BaseLinker
    Add a tracking number in BaseLinker
  • BaseLinker
    Get order package in BaseLinker
  • BaseLinker
    Add payment in BaseLinker

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 BaseLinker + Microsoft Dynamics 365 CRM Integration

Capture orders, create contacts, keep accounts updated, and sync customer details, all in just one click.

Most popular automationmost-popular-automations
BaseLinker + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact from new BaseLinker order

As an online store owner, you're likely using BaseLinker to manage your sales. And if you're like most business owners, you also use a customer relationship management (CRM) tool to keep track of your customers' contact information.

But did you know that you can easily integrate BaseLinker with Microsoft Dynamics 365 CRM? This integration will allow you to automatically create a contact for each new order in Microsoft Dynamics 365 CRM.

Not only will this save you time, but it will also ensure that your customer data is always up-to-date.
See more
  • 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 BaseLinker + Microsoft Dynamics 365 CRM flow

Connect supporting tools to handle invoicing, team alerts, customer support, and payment tracking after your core automation runs. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
BaseLinker
+
ShopifyShopify (4)
+
GmailGmail (4)
+
XeroXero (4)
+
SlackSlack (4)
+
StripeStripe (4)
+
ZendeskZendesk (4)
S
B
M
When an order is created in Shopify, create an order in BaseLinker and create a contact in Microsoft Dynamics 365 CRM
New Shopify store orders automatically populate BaseLinker and create a contact in Microsoft Dynamics 365 CRM without manual re-entry.
S
M
B
When an order is created in Shopify, search contact in Microsoft Dynamics 365 CRM, and add a tracking number in BaseLinker
Shopify order creation prompts a contact lookup in Microsoft Dynamics 365 CRM before updating BaseLinker with tracking details.
M
B
S
When a contact is updated in Microsoft Dynamics 365 CRM, update order in BaseLinker and create a product in Shopify
CRM contact updates trigger order adjustments in BaseLinker and product creation in Shopify.
S
C
B
M
Use ChatGPT to analyse every Shopify order, create an order in BaseLinker, and update the lead in Microsoft Dynamics 365 CRM
ChatGPT reviews incoming Shopify orders before BaseLinker records them and Microsoft Dynamics 365 CRM updates the lead.

Supported triggers and actions for Microsoft Dynamics 365 CRM and BaseLinker

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
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 →
BaseLinker
BaseLinker Triggers & Actions
Order is created in BaseLinker
Triggers the automation when a new order is created
Try it →
Invoice is created in BaseLinker
Triggers the automation when any invoice is added or modified
Try it →
Create product in BaseLinker
Adds a new product in BaseLinker
Try it →
Create order in BaseLinker
Creates a new order
Try it →
Update order in BaseLinker
Updates the status and details of an existing order
Try it →
Search order by phone in BaseLinker
Searches for orders using phone information
Try it →
Search order by email in BaseLinker
Searches for an order using the provided email address
Try it →
Get order by Id in BaseLinker
Retrieves an order by its id
Try it →
Add invoce in BaseLinker
Generates and add a new invoice to the system
Try it →
Add a tracking number in BaseLinker
Assigns a tracking number to a shipment
Try it →
Get order package in BaseLinker
Retrieves and process order packages
Try it →
Add payment in BaseLinker
Adds payment details to the system
Try it →

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

Streamline your ecommerce operations and CRM workflows with powerful automated connections.

What you can automate?
🔄
Sync new ecommerce orders directly into CRM records
Automatically create contacts and leads in Microsoft Dynamics 365 CRM the moment an order or invoice is generated in BaseLinker. Eliminate manual data entry between your storefront and sales pipelines.
📋
Capture every submitted field from customer purchases
Map all available order metadata, customer notes, and billing items into your CRM records rather than just basic contact names. Your sales team gets complete context for every transaction.
🔔
Notify the right team member instantly upon purchase
Trigger instant channel alerts or follow-up tasks as soon as a new store order or invoice is registered. Ensure no customer purchase or inquiry goes unnoticed by your staff.
🔀
Route records based on submitted order criteria
Apply conditional logic to assign high-value orders to enterprise sales reps while routing standard purchases to automated fulfillment flows. Customize your workflow paths effortlessly.
📊
Keep your CRM and store records fully updated
Automatically update contact information, account statuses, and order details across both platforms whenever changes occur. Maintain single sources of truth across your business stack.
🔍
Search and match existing records to prevent duplicates
Look up existing contacts by email or phone before creating new entries in your CRM or store databases. Maintain clean, de-duplicated customer histories across all connected applications.
💳
Handle later status changes and payment updates
Manage post-purchase workflows when invoices are paid, tracking numbers are added, or payment statuses change. Keep your billing, shipping, and sales records perfectly synchronized.
Extend your workflow to team communication apps
Connect your core BaseLinker and Microsoft Dynamics 365 CRM flow with Slack to broadcast important sales milestones to your team channels the moment transactions complete.
And much more...

Who is BaseLinker + Microsoft Dynamics 365 CRM integration for?

Connecting BaseLinker and Microsoft Dynamics 365 CRM removes manual data entry for ecommerce and sales teams, keeping customer records and order pipelines accurately aligned.

Finance managers
Finance managers
Sales managers
Sales managers
Account managers
Account managers
Ecommerce store owners
Ecommerce store owners
Sales representatives
Sales representatives
Customer support supervisors
Customer support supervisors
📈
Finance managers
You're reviewing revenue reports across multiple sales channels but your tracking spreadsheets only update when someone manually exports invoices, so your monthly figures are always a few hours behind — this integration means every new invoice lands in your CRM instantly and your reporting stays current.
Sales managers
You need to assign incoming ecommerce leads immediately, but new store orders sit unnoticed until someone checks the backend panel, leading to delayed outreach — automating both apps means every purchase creates a CRM lead instantly and your team can follow up without delay.
🤝
Account managers
You answer to key clients who expect prompt updates on their order statuses, but compiling purchase histories by hand takes hours of digging through store dashboards — with this integration, customer purchase records sync automatically and your client conversations are always informed.
🛒
Ecommerce store owners
Order volumes are surging past what your staff can copy into spreadsheets by hand, causing missed customer entries and billing discrepancies — connecting these apps means every order and invoice logs itself without errors and your operations scale smoothly.
🎯
Sales representatives
You depend on upstream store managers to hand over customer details before you can begin outreach, resulting in lost context and cold leads — this integration means every new buyer instantly appears in your CRM pipeline ready for immediate engagement.
📋
Customer support supervisors
You need a reliable history of customer interactions and past purchases, but find recurring gaps between your storefront and support desk records — automating both apps means every order and contact syncs reliably and your support agents always have complete history.
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 Microsoft Dynamics 365 CRM + BaseLinker

Build and manage your Microsoft Dynamics 365 CRM + BaseLinker 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 + BaseLinker 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
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

Trusted by 42,000+ Customers

Highest Rated Integration Platform on G2
P
ProductHunt

Most upvoted product of the month

2000+
leader
most-implementable
easiest-to-do-business
best-support

Frequently Asked Questions

How do I connect BaseLinker to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect BaseLinker to Microsoft Dynamics 365 CRM instantly using 1-click automation setup on Integrately. Select a ready workflow template, connect your accounts, and let Integrately AI configure your data mappings.
Can I automatically create Microsoft Dynamics 365 CRM contacts from BaseLinker orders?
Frequently Asked Questions
Can I connect BaseLinker, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for BaseLinker and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does BaseLinker handle order data during the integration?
Frequently Asked Questions
How are Microsoft Dynamics 365 CRM leads and contacts updated?
Frequently Asked Questions
Do I need coding skills to automate BaseLinker and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the BaseLinker 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 BaseLinker or Microsoft Dynamics 365 CRM With 1500+ Other Apps

BaseLinker
Popular BaseLinker Integrations
Connect BaseLinker with multi-channel ecommerce platforms and shipping tools to streamline your online store operations.
Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Sync Microsoft Dynamics 365 CRM with marketing automation and analytics tools to nurture leads and track performance.