Exact Online + Microsoft Dynamics 365 CRM Integration

Integrate Exact Online to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Sync customer records, update accounts, log leads, and keep your financial and sales platforms aligned automatically.

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1.
  • Exact Online
    Account is created or updated in Exact Online Instant
  • Exact Online
    Item is created or updated in Exact Online Instant
  • Exact Online
    Contact is created or updated in Exact Online Instant
  • 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
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2.
  • Exact Online
    Search contact by first name in Exact Online
  • Exact Online
    Create contact in Exact Online
  • Exact Online
    Create account in Exact Online
  • Exact Online
    Create address in Exact Online
  • Exact Online
    Create bank account in Exact Online
  • Exact Online
    Create cost centre in Exact Online
  • Exact Online
    Create cost unit in Exact Online
  • Exact Online
    Create project in Exact Online
  • Exact Online
    Create item in Exact Online
  • Exact Online
    Search account by name in Exact Online
  • Exact Online
    Search address by contact name in Exact Online
  • Exact Online
    Search bank account by account name in Exact Online
  • Exact Online
    Search cost centre by code in Exact Online
  • Exact Online
    Search cost unit by code in Exact Online
  • Exact Online
    Search item by code in Exact Online
  • Exact Online
    Create document in Exact Online
  • Exact Online
    Delete account in Exact Online
  • Exact Online
    Delete contact in Exact Online
  • Exact Online
    Update account in Exact Online
  • Exact Online
    Update contact in Exact Online
  • Exact Online
    Update address in Exact Online
  • Exact Online
    Update cost center in Exact Online
  • Exact Online
    Update cost unit in Exact Online
  • Exact Online
    Search document by accountName in Exact Online
  • 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

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Ready Workflows Ready Workflows for Exact Online + Microsoft Dynamics 365 CRM Integration

Sync contacts, update accounts, push leads to your CRM, and keep financial records updated, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + Exact Online Integration

Create Exact Online contact 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 contact in Exact Online.

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 Exact Online!
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Exact Online + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Exact Online contact

If you are using Exact Online, 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 contact in Exact Online, 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?
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  • 1of1
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Connect more apps to your Exact Online + Microsoft Dynamics 365 CRM flow

Streamline your lead-to-cash process by routing customer financials, alerting your sales team, and sending documents automatically. Pick a combination and activate it in one click.

Exact Online
Microsoft Dynamics 365 CRM
+
HubspotHubspot (3)
+
GmailGmail (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
+
DocuSignDocuSign (3)
E
M
H
When a contact is created in Exact Online, create a contact in Microsoft Dynamics 365 CRM and add a contact in Hubspot.
Exact Online contacts appear in Microsoft Dynamics 365 CRM and Hubspot instantly, removing manual data entry.
M
E
H
When a lead is created in Microsoft Dynamics 365 CRM, create an account in Exact Online and add a deal in Hubspot.
Microsoft Dynamics 365 CRM leads automatically create Exact Online accounts and Hubspot records without duplicate typing.
E
M
H
When an account is created in Exact Online, update the account in Microsoft Dynamics 365 CRM and add a note in Hubspot.
Exact Online account changes update Microsoft Dynamics 365 CRM and Hubspot automatically.

Supported triggers and actions for Exact Online and Microsoft Dynamics 365 CRM

Mix and match to build the exact automation you need

Exact Online
Exact Online Triggers & Actions
Instant
Account is created or updated in Exact Online
Triggers the automation when an account is created or updated
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Instant
Item is created or updated in Exact Online
Triggers the automation when an item is created or updated
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Instant
Contact is created or updated in Exact Online
Triggers the automation when a contact is created or updated
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Search contact by first name in Exact Online
Searches for a contact by first name
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Create contact in Exact Online
Creates an contact
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Create account in Exact Online
Creates an account
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Create address in Exact Online
Creates a new address
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Create bank account in Exact Online
Creates a new bank account
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Create cost centre in Exact Online
Creates a new cost centre
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Create cost unit in Exact Online
Creates a new cost unit
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Create project in Exact Online
Creates a new project
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Create item in Exact Online
Creates a new item
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Search account by name in Exact Online
Searches for an account by name
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Search address by contact name in Exact Online
Searches for an address by contact name
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Search bank account by account name in Exact Online
Searches for a bank account by name
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Search cost centre by code in Exact Online
Searches for a cost center by code
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Search cost unit by code in Exact Online
Searches for an item by code
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Search item by code in Exact Online
Searches for an item by code
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Create document in Exact Online
Creates a new document
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Delete account in Exact Online
Deletes an account
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Delete contact in Exact Online
Deletes a contact
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Update account in Exact Online
Updates an account
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Update contact in Exact Online
Updates a contact
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Update address in Exact Online
Updates an address
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Update cost center in Exact Online
Updates a cost center
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Update cost unit in Exact Online
Updates a cost unit
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Search document by accountName in Exact Online
Searches for documents by account name
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Microsoft Dynamics 365 CRM
Microsoft Dynamics 365 CRM Triggers & Actions
Sales order is created in Microsoft Dynamics 365 CRM
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Contact is updated in Microsoft Dynamics 365 CRM
Triggers the automation when a contact is updated
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Contact is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new contact is created
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Account is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new account is created
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Account is updated in Microsoft Dynamics 365 CRM
Triggers the automation when an account is updated
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Opportunity is created in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Opportunity is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any opportunity is updated
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Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
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Case is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any case is updated
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Lead is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new lead is created
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Lead is updated in Microsoft Dynamics 365 CRM
Triggers the automation when the lead information is updated
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Quote is updated in Microsoft Dynamics 365 CRM
Triggers the automation when any quote is updated
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Create lead in Microsoft Dynamics 365 CRM
Generates new leads for potential customers
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Update lead in Microsoft Dynamics 365 CRM
Updates the lead information
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Search lead in Microsoft Dynamics 365 CRM
Retrieves information for a particular lead
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Create contact in Microsoft Dynamics 365 CRM
Adds a new contact to the database
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Update contact in Microsoft Dynamics 365 CRM
Updates contact information with new details
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Create account in Microsoft Dynamics 365 CRM
Generates a new account
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Search account in Microsoft Dynamics 365 CRM
Searches for account information
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Update account in Microsoft Dynamics 365 CRM
Updates account information
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Search contact in Microsoft Dynamics 365 CRM
Finds and retrieves contact information
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Search Currency in Microsoft Dynamics 365 CRM
Searches for a currency
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Create case in Microsoft Dynamics 365 CRM
Generates a new case entry
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Update case in Microsoft Dynamics 365 CRM
Updates case details based on new information received
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Search case in Microsoft Dynamics 365 CRM
Searches for a case record
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Get account by ID in Microsoft Dynamics 365 CRM
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What can you automate with Exact Online + Microsoft Dynamics 365 CRM?

Discover the most valuable ways to connect your financial records and customer relationship management workflows.

What you can automate?
๐Ÿ”„
Sync contacts and accounts between platforms
Automatically transfer contacts and accounts between Exact Online and Microsoft Dynamics 365 CRM the moment records are created or updated.
๐Ÿ“‹
Capture every submitted contact detail
Map all available contact fields and account parameters across both apps instead of transferring only basic names and emails.
๐Ÿ””
Alert your sales team instantly
Trigger immediate notifications in your communication tools whenever new leads or customer accounts are registered.
๐Ÿ”€
Route leads based on specific criteria
Direct your contacts and accounts to different pipelines or departments based on custom field values submitted in your forms.
๐Ÿ”„
Keep your destination updated continuously
Propagate updates across Exact Online and Microsoft Dynamics 365 CRM instantly whenever client information changes.
๐Ÿ›ก๏ธ
Prevent duplicates with smart matching
Search existing records before creating new entries to ensure clean databases without duplicate customer accounts.
๐Ÿ’ณ
Handle order and account status updates
Automate follow-up actions when sales orders, opportunities, or cases change their status in Microsoft Dynamics 365 CRM.
๐Ÿ’ฌ
Extend your workflow to Slack
Post instant notifications and summaries to your team channels in Slack every time a new transaction or lead is processed.
And much more...

Who is Exact Online + Microsoft Dynamics 365 CRM integration for?

Connecting Exact Online and Microsoft Dynamics 365 CRM helps finance and sales teams eliminate manual data entry, keep customer records synchronized, and speed up order processing.

Finance managers
Finance managers
Sales operations leads
Sales operations leads
Account executives
Account executives
Customer success directors
Customer success directors
Billing specialists
Billing specialists
Operations directors
Operations directors
๐Ÿ“Š
Finance managers
You review financial reports and reconcile accounts, but your CRM data and accounting records are always out of sync โ€” this integration means every new contact and transaction updates both platforms instantly.
โšก
Sales operations leads
You need to act fast on new customer details, and you find out too late when accounts are manually entered โ€” connecting these apps means leads flow from Exact Online into Microsoft Dynamics 365 CRM the moment they are created.
๐Ÿ’ผ
Account executives
You answer to a client or an outside party who wants to see progress, but finding their updated order history takes minutes of searching โ€” automating both apps means every contact and order is instantly accessible.
๐Ÿ“ˆ
Customer success directors
The volume of new accounts is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads โ€” with this integration, customer data flows smoothly without manual bottlenecks.
๐Ÿงพ
Billing specialists
You own the next step and depend on someone upstream to hand it over, but invoices and CRM entries get delayed in separate systems โ€” this integration means financial records and customer profiles stay perfectly aligned.
๐Ÿ—‚๏ธ
Operations directors
You need a reliable history of all transactions and keep finding gaps in it between your books and your CRM โ€” automating both apps means your customer records and accounting logs match every time.
Our team

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Why choose Integrately to automate Exact Online + Microsoft Dynamics 365 CRM

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

1,500+ apps connected
1,500+ apps connected
Connect Exact Online + Microsoft Dynamics 365 CRM 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 โ€” 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
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Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Exact Online to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Exact Online to Microsoft Dynamics 365 CRM in just 1 click using ready templates or ask Integrately AI to build your integration. Choose your triggers and actions to start syncing data immediately.
Can I automatically sync contacts between Exact Online and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Exact Online, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Exact Online and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How are contacts handled when created in Exact Online?
Frequently Asked Questions
Can Microsoft Dynamics 365 CRM lead updates trigger Exact Online actions?
Frequently Asked Questions
Do I need coding skills to automate Exact Online and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the Exact Online and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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