ERP Next + Microsoft Dynamics 365 CRM Integration
Integrate ERP Next to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each lead handled. Capture new records, update profiles, alert your team, and trigger follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Document is updated in ERP Next Instant- Document is cancelled in ERP Next Instant
- Document is changed in ERP Next Instant
- Document is inserted in ERP Next Instant
- Document is submitted in ERP Next Instant
- Document is trashed in ERP Next Instant
Contact is updated in Microsoft Dynamics 365 CRM- Sales order is created 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 customer in ERP Next
- Create lead in ERP Next
- Search lead in ERP Next
- Update lead in ERP Next
- Add Issue in ERP Next
- 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 ERP Next + Microsoft Dynamics 365 CRM Integration
Capture records, organise responses, keep platforms updated, alert your team, and send follow-ups, 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 ERP Next + Microsoft Dynamics 365 CRM flow
Sync records with your wider tech stack to automate reporting, accounting, and messaging. Pick a combination and activate it in one click.
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Microsoft Excel (3)
Microsoft Excel (3) +
QuickBooks Online (3)
QuickBooks Online (3) +
HubSpot (3)
HubSpot (3) +
Mailchimp (3)
Mailchimp (3) +
Slack (3)
Slack (3) +
Stripe (3)
Stripe (3) E
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Add every new ERP Next document to Microsoft Dynamics 365 CRM, and log it in Microsoft Excel.
New ERP Next documents create matching Microsoft Dynamics 365 CRM leads and record data in Microsoft Excel instantly.
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When a Microsoft Dynamics 365 CRM contact is updated, update ERP Next and log the change in Microsoft Excel.
Updated contact details in Microsoft Dynamics 365 CRM update ERP Next records and log entries in Microsoft Excel.
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If a Microsoft Dynamics 365 CRM lead is created, add it to ERP Next and save a backup row in Microsoft Excel.
New Microsoft Dynamics 365 CRM leads automatically generate ERP Next records and update Microsoft Excel backups.
Supported triggers and actions for ERP Next and Microsoft Dynamics 365 CRM
Mix and match to build the exact automation you need
ERP Next Triggers & Actions
Instant
Document is cancelled in ERP Next
Triggers the automation when a document is cancelled
Try it → Instant
Document is inserted in ERP Next
Triggers the automation when a document is inserted
Try it → Instant
Document is submitted in ERP Next
Triggers the automation when a document is submitted
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 ERP Next + Microsoft Dynamics 365 CRM?
Streamline document tracking, lead creation, and customer data synchronization between ERP Next and Microsoft Dynamics 365 CRM.
🔄
Sync document insertions into CRM leads
Automatically create a Microsoft Dynamics 365 CRM lead whenever a new document is inserted in ERP Next. Eliminate manual data entry and keep your sales funnel active.
📋
Capture every submitted document field
Map all available ERP Next document fields into Microsoft Dynamics 365 CRM records instead of only basic names. Your CRM becomes a complete source for review and follow-up.
🔔
Alert your team instantly on updates
Send instant notifications to your team whenever a Microsoft Dynamics 365 CRM opportunity or contact is modified. Ensure swift follow-ups on critical sales activities.
🔀
Route records based on submitted data
Execute different actions depending on specific fields submitted in ERP Next documents. Direct high-value leads to senior sales reps and standard entries to general queues.
🔄
Keep platform records continuously updated
Automatically update Microsoft Dynamics 365 CRM contacts and accounts whenever corresponding document details change in ERP Next. Maintain data consistency across platforms.
🔍
Search and update instead of duplicating
Search for existing records in Microsoft Dynamics 365 CRM before creating new ones. Update current contacts and accounts to prevent duplicate entries.
📌
Handle later status changes and issues
Manage support cases and document cancellations effectively by triggering automated updates in Microsoft Dynamics 365 CRM whenever ERP Next document statuses change.
💬
Extend workflows with messaging tools
Connect ERP Next and Microsoft Dynamics 365 CRM to Slack to broadcast new lead alerts and deal updates across your organization instantly.
And much more...
Who is ERP Next + Microsoft Dynamics 365 CRM integration for?
Teams managing sales pipelines, customer records, and operational documents across ERP Next and Microsoft Dynamics 365 CRM benefit from seamless data synchronization and eliminated manual entry.
Sales Operations Managers
Customer Support Leads
Account Executives
Finance Administrators
Business Analysts
Data Compliance Officers
📈
Sales Operations Managers
You're reviewing lead pipelines in Microsoft Dynamics 365 CRM but your operational documents in ERP Next are missing updates, so the conversion metrics you're reporting are always outdated — with this integration, every new document record syncs instantly and your pipeline data stays current.
⚡
Customer Support Leads
You need to act fast on new customer cases, but you find out about support tickets too late because records remain siloed in ERP Next — this integration means every support case creates a tracking lead in Microsoft Dynamics 365 CRM the moment it arrives.
🤝
Account Executives
You answer to clients who want to see progress updates across sales and accounting platforms, but manual status tracking leads to missed steps — connecting these apps means every account update reflects across your CRM automatically.
📊
Finance Administrators
The volume of document insertions is too high for anyone to keep up by hand, resulting in delayed customer entries and billing errors — automating both apps means every record is created and updated instantly without manual data entry.
🔄
Business Analysts
You depend on upstream operational teams to hand over document records before you can build reports, but manual handoffs cause bottlenecks — this integration means every record flows automatically from ERP Next to Microsoft Dynamics 365 CRM.
🗂️
Data Compliance Officers
You need a reliable audit history for every transaction, but keep finding gaps caused by manual copy-pasting between systems — automating these tools means every customer record and document update is logged accurately.
Did you know?
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Why choose Integrately to automate ERP Next + Microsoft Dynamics 365 CRM
Build and manage your ERP Next + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect ERP Next + Microsoft Dynamics 365 CRM with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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 ERP Next to Microsoft Dynamics 365 CRM?
You can connect ERP Next to Microsoft Dynamics 365 CRM in one click using ready workflows on Integrately, or use Integrately AI to build custom automations with apps like Slack, HubSpot, and QuickBooks Online.
Can I automatically create a Microsoft Dynamics 365 CRM lead when an ERP Next document is inserted?
Can I connect ERP Next, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for ERP Next and Microsoft Dynamics 365 CRM?
How does ERP Next data trigger updates in Microsoft Dynamics 365 CRM?
How are Microsoft Dynamics 365 CRM contacts updated in ERP Next?
Do I need coding skills to automate ERP Next and Microsoft Dynamics 365 CRM?
Is the ERP Next and Microsoft Dynamics 365 CRM integration free?
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