DEAR Inventory + Microsoft Dynamics 365 CRM Integration

Q: Can I automatically create CRM leads from authorized DEAR Inventory orders?

You can create Microsoft Dynamics 365 CRM leads automatically whenever an order is authorized in DEAR Inventory. Start with a ready automation in one click or customise the workflow using Integrately AI.

Q: Can I connect DEAR Inventory, Microsoft Dynamics 365 CRM, and Slack?

You can connect DEAR Inventory, Microsoft Dynamics 365 CRM, and Slack together in a single automated flow. When an order is authorized in DEAR Inventory, it updates Microsoft Dynamics 365 CRM and notifies your team in Slack, along with 1,500+ other apps.

Q: What is a good Zapier alternative for DEAR Inventory and Microsoft Dynamics 365 CRM?

Most alternatives lack the ease and speed of Integrately, which offers 1-click workflows, 20 million+ templates, 24/5 live chat, and 3x to 10x lower cost for DEAR Inventory and Microsoft Dynamics 365 CRM integration.

Q: How does DEAR Inventory handle authorized sales and invoices in integrations?

You can trigger workflows whenever a sale invoice or order is authorized in DEAR Inventory, syncing records to Microsoft Dynamics 365 CRM using a ready automation.

Q: How does Microsoft Dynamics 365 CRM update accounts and contacts from DEAR Inventory?

You can update accounts and create contacts in Microsoft Dynamics 365 CRM automatically when customer profiles or stock levels change in DEAR Inventory using a ready automation.

Q: Can I automate DEAR Inventory and Microsoft Dynamics 365 CRM without coding?

You can connect DEAR Inventory and Microsoft Dynamics 365 CRM without any coding skills using ready templates and Integrately AI.

Q: Is the DEAR Inventory and Microsoft Dynamics 365 CRM integration free?

The DEAR Inventory and Microsoft Dynamics 365 CRM integration is available on Integrately with a free forever plan, offering 1-click templates and powerful automation features.

Integrate DEAR Inventory to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each order handled. Capture sales details, create CRM leads and contacts, update your accounts, and alert your team automatically.

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Order is authorized in DEAR Inventory Instant
Sale invoice is authorized in DEAR Inventory Instant
Stock level is updated in DEAR Inventory Instant
Shipment is authorized in DEAR Inventory Instant
Quote is authorized in DEAR Inventory Instant
Shipment tracking number is changed in DEAR Inventory Instant
Sale pick is authorized in DEAR Inventory Instant
Additional info is added to sale in DEAR Inventory Instant
Sale is void/ undone in DEAR Inventory Instant
Sale pack is authorized in DEAR Inventory Instant
Partial payment is created in DEAR Inventory Instant
Sale is backordered in DEAR Inventory Instant
Supplier is created/ updated in DEAR Inventory Instant
Credit note is authorized in DEAR Inventory Instant
Customer is created/ updated in DEAR Inventory Instant
Full payment is created in DEAR Inventory Instant
Attachment is added to sale in DEAR Inventory 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

Search sale in DEAR Inventory
Create sale in DEAR Inventory
Update sale in DEAR Inventory
Add attachment to sale in DEAR Inventory
Create customer in DEAR Inventory
Update customer in DEAR Inventory
Search customer in DEAR Inventory
Create stock adjustment in DEAR Inventory
Search product availability in DEAR Inventory
Add pack to sale in DEAR Inventory
Add shipment to sale in DEAR Inventory
Create supplier in DEAR Inventory
Update supplier in DEAR Inventory
Search supplier in DEAR Inventory
Create product in DEAR Inventory
Update product in DEAR Inventory
Search product in DEAR Inventory
Add payment to sale in DEAR Inventory
Search sale payments in DEAR Inventory
Search Sale Invoice in DEAR Inventory
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 DEAR Inventory + Microsoft Dynamics 365 CRM Integration

Create CRM records from authorised orders, update customer details, log sales invoices, alert your team, and track inventory updates, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new DEAR Inventory customer

If you are using DEAR Inventory, then you may want to also use Microsoft Dynamics 365 CRM to manage your customer relationships. With the help of this automation, whenever you create a customer in DEAR Inventory, a corresponding contact will be created in Microsoft Dynamics 365 CRM.

This way, you can easily keep track of all your customers' information in one place. Plus, you can send out mass emails and text messages to all your contacts with just a few clicks. So why not try it out today?

Activate

Create DEAR Inventory customer for new Microsoft Dynamics 365 CRM contact

In order to keep your accounting and customer records in sync, when you create a contact in Microsoft Dynamics 365 CRM, this automation will automatically create a customer in DEAR Inventory.

This way, you always have accurate information at your fingertips and don't have to worry about manual data entry. Stay organized and efficient with Microsoft Dynamics 365 CRM and DEAR Inventory!

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Connect more apps to your DEAR Inventory + Microsoft Dynamics 365 CRM flow

Sync e-commerce data with accounting tools, broadcast campaigns, alert your team in chat, and log records in spreadsheets. Pick a combination and activate it in one click.

Shopify (3)

QuickBooks Online (3)

Mailchimp (3)

Microsoft Outlook (3)

Slack (3)

Google Sheets (3)

Create a DEAR Inventory sale and a Microsoft Dynamics 365 CRM lead for every new Shopify order.

New Shopify orders automatically generate a sale in DEAR Inventory and a lead in Microsoft Dynamics 365 CRM, removing manual data entry.

Update DEAR Inventory stock and create a Microsoft Dynamics 365 CRM contact when a Shopify order is fulfilled.

Fulfilled Shopify orders trigger inventory adjustments in DEAR Inventory and update contact records in Microsoft Dynamics 365 CRM.

Search product availability in DEAR Inventory for new Shopify orders and update Microsoft Dynamics 365 CRM accounts.

Check stock in DEAR Inventory whenever a Shopify order arrives and update account records in Microsoft Dynamics 365 CRM automatically.

Create a QuickBooks Online invoice when a sale invoice is authorized in DEAR Inventory and update Microsoft Dynamics 365 CRM.

Authorized DEAR Inventory invoices instantly generate corresponding entries in QuickBooks Online and update Microsoft Dynamics 365 CRM.

Record payments in QuickBooks Online for DEAR Inventory sales and update Microsoft Dynamics 365 CRM opportunities.

Full payments in DEAR Inventory create receipts in QuickBooks Online and update opportunity stages in Microsoft Dynamics 365 CRM.

Create a QuickBooks Online customer when a customer is created in DEAR Inventory and update Microsoft Dynamics 365 CRM.

New DEAR Inventory customers appear in QuickBooks Online and update Microsoft Dynamics 365 CRM contact records instantly.

Add new DEAR Inventory customers to Mailchimp and create a lead in Microsoft Dynamics 365 CRM.

New DEAR Inventory customer signups are added to Mailchimp mailing lists and registered as leads in Microsoft Dynamics 365 CRM.

Tag Mailchimp subscribers when a DEAR Inventory order is authorized and update Microsoft Dynamics 365 CRM accounts.

Authorized DEAR Inventory orders apply buyer tags in Mailchimp and update account records in Microsoft Dynamics 365 CRM.

Add Mailchimp campaign contacts to DEAR Inventory and create a contact in Microsoft Dynamics 365 CRM.

New Mailchimp subscribers create customer profiles in DEAR Inventory and contact entries in Microsoft Dynamics 365 CRM.

Send an Outlook email when an order is authorized in DEAR Inventory and update Microsoft Dynamics 365 CRM.

Authorized DEAR Inventory orders trigger confirmation emails in Microsoft Outlook and update Microsoft Dynamics 365 CRM records.

Create an Outlook task when stock level is updated in DEAR Inventory and update Microsoft Dynamics 365 CRM cases.

Inventory stock level changes create follow-up tasks in Microsoft Outlook and update support cases in Microsoft Dynamics 365 CRM.

Send an Outlook email when a shipment is authorized in DEAR Inventory and update Microsoft Dynamics 365 CRM opportunities.

Authorized DEAR Inventory shipments send dispatch notices via Microsoft Outlook and update Microsoft Dynamics 365 CRM opportunities.

Notify your team on Slack when an order is authorized in DEAR Inventory and update Microsoft Dynamics 365 CRM.

Authorized DEAR Inventory orders post instant notifications to your Slack channel and update Microsoft Dynamics 365 CRM records.

Alert your logistics channel on Slack when stock level is updated in DEAR Inventory and update Microsoft Dynamics 365 CRM.

Stock level updates post alert messages to Slack channels and update inventory cases in Microsoft Dynamics 365 CRM.

Post a Slack notification when a shipment tracking number changes in DEAR Inventory and update Microsoft Dynamics 365 CRM.

Tracking number changes send updates to Slack channels and refresh Microsoft Dynamics 365 CRM order records.

Add a Google Sheets row when an order is authorized in DEAR Inventory and create a Microsoft Dynamics 365 CRM lead.

Authorized DEAR Inventory orders log details in Google Sheets and create leads in Microsoft Dynamics 365 CRM automatically.

Log stock level updates in Google Sheets and update Microsoft Dynamics 365 CRM accounts.

DEAR Inventory stock updates record spreadsheet entries and refresh account records in Microsoft Dynamics 365 CRM.

Save new DEAR Inventory customers to Google Sheets and create a contact in Microsoft Dynamics 365 CRM.

New DEAR Inventory customer records populate Google Sheets rows and create contacts in Microsoft Dynamics 365 CRM.

Supported triggers and actions for DEAR Inventory and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

DEAR Inventory Triggers & Actions

Instant

Order is authorized in DEAR Inventory

Triggers the automation when an order is authorized

Try it →

Instant

Sale invoice is authorized in DEAR Inventory

Triggers the automation when a sale invoice is authorized

Try it →

Instant

Stock level is updated in DEAR Inventory

Triggers the automation when the stock level changes

Try it →

Instant

Shipment is authorized in DEAR Inventory

Triggers the automation when a shipment is authorized

Try it →

Instant

Quote is authorized in DEAR Inventory

Triggers the automation when a quote is authorized

Try it →

Instant

Shipment tracking number is changed in DEAR Inventory

Triggers the automation when a shipment tracking number changes

Try it →

Instant

Sale pick is authorized in DEAR Inventory

Triggers the automation when a sale pick is authorized

Try it →

Instant

Additional info is added to sale in DEAR Inventory

Triggers the automation when additional information is added to a sale

Try it →

Instant

Sale is void/ undone in DEAR Inventory

Triggers the automation when a sale is voided or undone

Try it →

Instant

Sale pack is authorized in DEAR Inventory

Triggers the automation when a sale pack is authorized

Try it →

Instant

Partial payment is created in DEAR Inventory

Triggers the automation when payment is made partially

Try it →

Instant

Sale is backordered in DEAR Inventory

Triggers the automation when a sale is backordered

Try it →

Instant

Supplier is created/ updated in DEAR Inventory

Triggers the automation when a supplier is created or updated

Try it →

Instant

Credit note is authorized in DEAR Inventory

Triggers the automation when a credit note is authorized

Try it →

Instant

Customer is created/ updated in DEAR Inventory

Triggers the automation when a new customer is created or an existing customer is updated

Try it →

Instant

Full payment is created in DEAR Inventory

Triggers the automation when full payment is received

Try it →

Instant

Attachment is added to sale in DEAR Inventory

Triggers the automation when any attachment is added to a sale

Try it →

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 →

What can you automate with DEAR Inventory + Microsoft Dynamics 365 CRM?

Streamline your inventory management and customer relationship workflows with powerful automated triggers and actions.

Get Started For Free

🔄

Sync Authorized Orders into CRM Leads

Turn every authorized order in DEAR Inventory into a new lead or opportunity in Microsoft Dynamics 365 CRM automatically. Eliminate manual data entry and ensure your sales pipeline reflects real-time sales.

📦

Capture Detailed Sales and Line Items

Map complete order data including customer profiles, shipment tracking numbers, and invoice details across both platforms. Maintain comprehensive records for every transaction without manual copying.

🔔

Alert Your Team on Order Events

Send instant notifications to your sales or logistics channels whenever a sale invoice is authorized or stock levels update. Keep your team informed the moment important operational events occur.

🔀

Route Records Based on Order Value

Create high-priority opportunities or assign specific customer tags depending on order totals or customer tiers submitted in DEAR Inventory. Direct important deals to the right representatives instantly.

📊

Keep Customer Profiles Up to Date

Automatically update customer and contact records in Microsoft Dynamics 365 CRM whenever contact details change in DEAR Inventory. Ensure your sales reps always access current client information.

🛡️

Prevent Duplicate Records

Search existing accounts and contacts before creating new entries in Microsoft Dynamics 365 CRM from DEAR Inventory data. Maintain clean databases without redundant profiles.

💳

Handle Payments and Invoices

Trigger CRM updates and financial logging whenever full or partial payments are created or credit notes are authorized in DEAR Inventory. Track revenue milestones accurately.

🌐

Extend Flows to Spreadsheet Tools

Connect DEAR Inventory and Microsoft Dynamics 365 CRM with Google Sheets to log every authorized order and stock adjustment into custom tracking spreadsheets automatically.

And much more...

Who is DEAR Inventory + Microsoft Dynamics 365 CRM integration for?

Operations teams, sales representatives, finance managers, and support staff eliminate manual data entry between inventory and CRM platforms.

Inventory Managers

Sales Representatives

Finance Specialists

Wholesale Operations

Customer Support Teams

Operations Directors

📈

Inventory Managers

You're tracking stock levels and sales in DEAR Inventory but your CRM records only update when someone manually exports data, so the figures you review are always outdated — with this integration, every inventory change and authorized order syncs instantly and your data stays current.

⚡

Sales Representatives

You need immediate visibility into new purchases and customer details, but waiting for manual handoffs from inventory management leaves you contacting clients too late — integrating these apps means every authorized sale immediately creates a CRM lead so you can follow up right away.

📋

Finance Specialists

You report on authorized invoices and payments across multiple platforms, but reconciling records by hand leads to missed billing details and reporting delays — automating both apps means every financial event updates your ledgers and CRM records automatically.

🏢

Wholesale Operations

The volume of daily orders and customer updates is too high for your staff to copy-paste between systems without making costly errors — this integration means high-volume order processing happens in the background while your databases remain perfectly aligned.

🤝

Customer Support Teams

You depend on upstream order fulfillment and shipment tracking updates to answer client inquiries, but delayed communication leaves customers waiting — connecting these apps means support agents see shipment and order status changes instantly.

🗂️

Operations Directors

You need a reliable audit trail of customer interactions, sales orders, and inventory adjustments, but fragmented tools keep leaving frustrating data gaps — this integration means every transaction creates a complete history across your entire tech stack.

Try This Integration – No Code Needed

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Why choose Integrately to automate DEAR Inventory + Microsoft Dynamics 365 CRM

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

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Connect DEAR Inventory + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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Frequently Asked Questions

How do I connect DEAR Inventory to Microsoft Dynamics 365 CRM?

You can connect DEAR Inventory to Microsoft Dynamics 365 CRM in one click using ready templates or ask Integrately AI to build the automation and map the fields. You can also connect other apps like Shopify, QuickBooks Online, Slack, and Google Sheets to extend your workflow.

Can I automatically create CRM leads from authorized DEAR Inventory orders?

Can I connect DEAR Inventory, Microsoft Dynamics 365 CRM, and Slack?

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

How does DEAR Inventory handle authorized sales and invoices in integrations?

How does Microsoft Dynamics 365 CRM update accounts and contacts from DEAR Inventory?

Can I automate DEAR Inventory and Microsoft Dynamics 365 CRM without coding?

Is the DEAR Inventory and Microsoft Dynamics 365 CRM integration free?

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You Can Also Connect DEAR Inventory or Microsoft Dynamics 365 CRM With 1500+ Other Apps

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DEAR Inventory + Microsoft Dynamics 365 CRM Integration

Integrate DEAR Inventory to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each order handled. Capture sales details, create CRM leads and contacts, update your accounts, and alert your team automatically.

Trusted by experts at...

Ready Workflows for DEAR Inventory + Microsoft Dynamics 365 CRM Integration

Create CRM records from authorised orders, update customer details, log sales invoices, alert your team, and track inventory updates, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new DEAR Inventory customer

Create DEAR Inventory customer for new Microsoft Dynamics 365 CRM contact

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

Connect more apps to your DEAR Inventory + Microsoft Dynamics 365 CRM flow

Sync e-commerce data with accounting tools, broadcast campaigns, alert your team in chat, and log records in spreadsheets. Pick a combination and activate it in one click.

Supported triggers and actions for DEAR Inventory and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

What can you automate with DEAR Inventory + Microsoft Dynamics 365 CRM?

Streamline your inventory management and customer relationship workflows with powerful automated triggers and actions.

Who is DEAR Inventory + Microsoft Dynamics 365 CRM integration for?

Operations teams, sales representatives, finance managers, and support staff eliminate manual data entry between inventory and CRM platforms.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate DEAR Inventory + Microsoft Dynamics 365 CRM

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect DEAR Inventory or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

DEAR Inventory + Microsoft Dynamics 365 CRM Integration

Integrate DEAR Inventory to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each order handled. Capture sales details, create CRM leads and contacts, update your accounts, and alert your team automatically.

Trusted by experts at...

Ready Workflows for DEAR Inventory + Microsoft Dynamics 365 CRM Integration

Create CRM records from authorised orders, update customer details, log sales invoices, alert your team, and track inventory updates, all in just one click.

Create Microsoft Dynamics 365 CRM contact for new DEAR Inventory customer

Create DEAR Inventory customer for new Microsoft Dynamics 365 CRM contact

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

Connect more apps to your DEAR Inventory + Microsoft Dynamics 365 CRM flow

Sync e-commerce data with accounting tools, broadcast campaigns, alert your team in chat, and log records in spreadsheets. Pick a combination and activate it in one click.

Supported triggers and actions for DEAR Inventory and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

What can you automate with DEAR Inventory + Microsoft Dynamics 365 CRM?

Streamline your inventory management and customer relationship workflows with powerful automated triggers and actions.

Who is DEAR Inventory + Microsoft Dynamics 365 CRM integration for?

Operations teams, sales representatives, finance managers, and support staff eliminate manual data entry between inventory and CRM platforms.

Did you know?

Our team can create automations for you... At no extra cost!

Why choose Integrately to automate DEAR Inventory + Microsoft Dynamics 365 CRM

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

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect DEAR Inventory or Microsoft Dynamics 365 CRM With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click