Microsoft Dynamics 365 CRM + DocuWare Integration
Integrate DocuWare to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each document handled. Extract index fields, create CRM records, store files, and update your pipeline automatically.
Free forever.Use premium features free for 14 days.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
Document is added in DocuWare Instant
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
- Download document in DocuWare
- Import to document tray in DocuWare
- Place a stamp in DocuWare
- Get stamps in DocuWare
- Search document in DocuWare
- Store in file cabinet in DocuWare
- Get document information in DocuWare
- Get dialogs in DocuWare
- Replace a file in DocuWare
- Delete document in DocuWare
- Update document index fields in DocuWare
- Transfer document in DocuWare
- Delete a file in DocuWare
- Get file cabinets in DocuWare
- Download a file in DocuWare
- Append a file in DocuWare
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Ready Workflows for Microsoft Dynamics 365 CRM + DocuWare Integration
Capture documents, create CRM leads, update accounts, log cases, and store files, 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 DocuWare + Microsoft Dynamics 365 CRM flow
Send follow-up messages, log invoices, update customer records, and alert your team across your entire software stack. Pick a combination and activate it in one click.
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Microsoft Outlook (4)
Microsoft Outlook (4) +
QuickBooks Online (4)
QuickBooks Online (4) +
Salesforce (4)
Salesforce (4) +
Gmail (4)
Gmail (4) +
HubSpot (4)
HubSpot (4) +
Slack (4)
Slack (4) D
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Add every new DocuWare document as a Microsoft Dynamics 365 CRM lead, and send an email notification in Microsoft Outlook
New DocuWare documents create leads in Microsoft Dynamics 365 CRM instantly and notify your team in Microsoft Outlook.
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When a Microsoft Dynamics 365 CRM contact is created, store the file in DocuWare and send a welcome email in Microsoft Outlook
New Microsoft Dynamics 365 CRM contacts store files in DocuWare and trigger a welcome email in Microsoft Outlook.
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When a Microsoft Dynamics 365 CRM opportunity is updated, update document index fields in DocuWare and schedule a reminder in Microsoft Outlook
Updated Microsoft Dynamics 365 CRM opportunities update DocuWare index fields and schedule Microsoft Outlook calendar reminders.
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When a Microsoft Dynamics 365 CRM case is created, store the case document in DocuWare and notify support via Microsoft Outlook
New support cases in Microsoft Dynamics 365 CRM archive documents in DocuWare and email support via Microsoft Outlook.
Supported triggers and actions for Microsoft Dynamics 365 CRM and DocuWare
Mix and match to build the exact automation you need
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 → DocuWare Triggers & Actions
Instant
Document is added in DocuWare
Triggers the automation when a new document is created
Try it → What can you automate with DocuWare + Microsoft Dynamics 365 CRM?
Streamline document management and CRM record keeping with ready-to-use automation flows.
📑
Create CRM leads from new documents
Automatically generate a new lead in Microsoft Dynamics 365 CRM the moment a document is added in DocuWare, removing manual data entry entirely.
🔍
Capture every submitted document field
Map extracted document index fields directly into corresponding Microsoft Dynamics 365 CRM contact or account fields instead of just basic names.
🔔
Notify your team instantly
Alert sales reps or support staff the moment a new document triggers a Microsoft Dynamics 365 CRM record creation.
🔀
Route records based on submitted data
Sort incoming documents and update specific Microsoft Dynamics 365 CRM accounts based on criteria found within the file.
🔄
Keep records updated across systems
Ensure changes made to Microsoft Dynamics 365 CRM contacts or accounts automatically reflect in your DocuWare index fields.
👤
Add or update instead of duplicating
Search existing Microsoft Dynamics 365 CRM records before creating new ones, preventing duplicate entries in your database.
🏷️
Handle later status changes and updates
Trigger automated archiving or record updates when sales orders, quotes, or support cases change status in Microsoft Dynamics 365 CRM.
💬
Extend workflows to team communication apps
Connect your core DocuWare and Microsoft Dynamics 365 CRM flow with Slack to broadcast instant alerts to your entire department.
And much more...
Who is DocuWare + Microsoft Dynamics 365 CRM integration for?
Connecting DocuWare and Microsoft Dynamics 365 CRM eliminates manual data entry between document archives and CRM pipelines, helping teams maintain accurate records and act on leads instantly.
Sales operations managers
Account executives
Client success teams
High-volume processing clerks
Business development reps
Compliance officers
📈
Sales operations managers
You rely on sales report numbers to forecast quarterly revenue, but your pipeline metrics are always delayed because reps manually copy lead details from DocuWare documents into Microsoft Dynamics 365 CRM — this integration means every new document instantly creates a CRM lead and keeps your revenue dashboards accurate.
⚡
Account executives
You need to respond to new inbound client paperwork within minutes, but incoming files sit unread in DocuWare trays until someone checks them by hand — automating both apps means every document triggers an immediate Microsoft Dynamics 365 CRM lead creation so you can follow up faster.
🤝
Client success teams
You answer to key clients who expect their onboarding documents to reflect immediately in their account profile, but manual syncing creates frustrating update gaps — with this integration, every document update flows straight into Microsoft Dynamics 365 CRM to give stakeholders a real-time view of progress.
🔄
High-volume processing clerks
The daily influx of invoices and contracts is too high for your team to keep up with manual CRM entry, leading to missed records and disorganized files — automating both apps means every incoming DocuWare document populates Microsoft Dynamics 365 CRM records without human intervention.
🎯
Business development reps
You own the outreach stage and depend on upstream teams to hand over qualified leads from scanned documents, but handoff bottlenecks stall your momentum — this integration means every DocuWare file addition immediately populates your Microsoft Dynamics 365 CRM pipeline.
📋
Compliance officers
You need a reliable audit history linking archived files to customer profiles, but manual tracking leaves noticeable gaps in the timeline — automating both apps means every document action matches up with your Microsoft Dynamics 365 CRM audit logs.
Did you know?
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + DocuWare
Build and manage your Microsoft Dynamics 365 CRM + DocuWare automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Microsoft Dynamics 365 CRM + DocuWare 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.
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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 DocuWare to Microsoft Dynamics 365 CRM?
You can connect DocuWare to Microsoft Dynamics 365 CRM in just 1 click using ready-made templates on Integrately. Link your accounts, select your preferred workflow, and let Integrately AI handle the setup.
Can I automatically create Microsoft Dynamics 365 CRM leads from DocuWare documents?
Can I connect DocuWare, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for DocuWare and Microsoft Dynamics 365 CRM?
How does DocuWare handle document index fields during automation?
Can Microsoft Dynamics 365 CRM sales orders trigger DocuWare file storage?
Do I need coding skills to automate DocuWare and Microsoft Dynamics 365 CRM?
Is the DocuWare and Microsoft Dynamics 365 CRM integration free?
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