Microsoft Dynamics 365 CRM + FluentCRM Integration

Integrate FluentCRM to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each contact handled. Map lead fields, update your CRM records, sync your contacts, and trigger follow-ups automatically.

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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
  • FluentCRM
    Contact is created in FluentCRM
  • FluentCRM
    Contact is updated in FluentCRM
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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
  • FluentCRM
    Create contact in FluentCRM
  • FluentCRM
    Update contact in FluentCRM
  • FluentCRM
    Search contact in FluentCRM
  • FluentCRM
    Add note to contact in FluentCRM

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Ready Workflows Ready Workflows for FluentCRM + Microsoft Dynamics 365 CRM Integration

Capture leads, update contact records, keep customer profiles current, alert your team, and send follow-ups, all in just one click.

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

Create Microsoft Dynamics 365 CRM contact for new FluentCRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this FluentCRM - Microsoft Dynamics 365 CRM integration, anytime a new FluentCRM contact is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Connect more apps to your FluentCRM + Microsoft Dynamics 365 CRM flow

Extend your integration by connecting scheduling, marketing, payment, and team communication tools to your core automation flow. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
FluentCRM
+
WordPressWordPress (3)
+
CalendlyCalendly (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
SlackSlack (3)
F
M
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When a contact is created in FluentCRM, create a contact in Microsoft Dynamics 365 CRM and add a post in WordPress
New FluentCRM contacts create records in Microsoft Dynamics 365 CRM and trigger published updates in WordPress without manual entries.
F
M
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When a contact is updated in FluentCRM, update the contact in Microsoft Dynamics 365 CRM and update the post in WordPress
Keep WordPress site data aligned with updated FluentCRM contacts and Microsoft Dynamics 365 CRM records automatically.
F
M
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When a contact is created in FluentCRM, search for a contact in Microsoft Dynamics 365 CRM and create a page in WordPress
Search Microsoft Dynamics 365 CRM records for new FluentCRM contacts and publish a dedicated WordPress page instantly.

Supported triggers and actions for Microsoft Dynamics 365 CRM and FluentCRM

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
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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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FluentCRM
FluentCRM Triggers & Actions
Contact is created in FluentCRM
Triggers the automation when a new contact is created
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Contact is updated in FluentCRM
Triggers the automation when a contact is updated
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Create contact in FluentCRM
Adds a new contact to the database
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Update contact in FluentCRM
Updates contact information with new details
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Search contact in FluentCRM
Finds and retrieves contact information
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Add note to contact in FluentCRM
Adds a personalized note to a contact
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What can you automate with FluentCRM + Microsoft Dynamics 365 CRM?

Streamline your customer data workflows by connecting FluentCRM and Microsoft Dynamics 365 CRM for seamless lead and contact management.

What you can automate?
🔄
Sync New Contacts Instantly Between Platforms
Automatically create a contact in Microsoft Dynamics 365 CRM whenever a new contact is created in FluentCRM. Eliminate manual exports and keep your sales pipeline updated in real time.
📋
Capture Every Submitted Contact Field
Map all custom contact fields, phone numbers, and email addresses from FluentCRM directly into Microsoft Dynamics 365 CRM fields. Your CRM records remain detailed and complete.
🔔
Alert Your Team When Leads Arrive
Send instant notifications to your sales channel whenever a new contact is registered in FluentCRM and added to Microsoft Dynamics 365 CRM. Ensure prompt follow-up from your reps.
🔀
Route Contacts Based on Submitted Data
Evaluate submitted contact details and create records in different Microsoft Dynamics 365 CRM pipelines based on lead tier or region. Direct high-value prospects to senior reps automatically.
✍️
Keep Contact Profiles Updated Automatically
Trigger an update in Microsoft Dynamics 365 CRM whenever a contact is updated in FluentCRM. Ensure your contact details match across your entire customer database.
🔍
Search and Prevent Duplicate Records
Search existing Microsoft Dynamics 365 CRM records before creating new entries for FluentCRM contacts. Maintain a clean database without redundant customer profiles.
📝
Log Notes and Activity History
Add important contact notes and interaction histories from FluentCRM directly into Microsoft Dynamics 365 CRM profiles. Keep full context available for your entire team.
💬
Extend Workflows With Team Messaging
Connect Slack to your core FluentCRM and Microsoft Dynamics 365 CRM automation to announce new contact updates in real time. Keep your department informed without switching apps.
And much more...

Who is FluentCRM + Microsoft Dynamics 365 CRM integration for?

Connecting FluentCRM and Microsoft Dynamics 365 CRM helps sales, marketing, and operations teams eliminate manual data entry and keep customer records perfectly aligned.

Marketing Directors
Marketing Directors
Sales Managers
Sales Managers
Account Executives
Account Executives
Operations Teams
Operations Teams
Sales Development Reps
Sales Development Reps
Customer Success Leads
Customer Success Leads
📈
Marketing Directors
You rely on campaign metrics to report to leadership, but your contact lists only update when someone manually exports data, so your analytics are always outdated — this integration means every new contact syncs instantly and your performance numbers stay current.
⚡
Sales Managers
Your sales reps need to engage high-intent leads immediately, but waiting for manual handoffs means opportunities go cold before anyone reaches out — automating both apps means every new lead is created in your CRM the moment they register.
🤝
Account Executives
You need complete visibility into prospect activities before jumping on calls, but missing notes leave gaps in client history — connecting these apps means all contact interactions and notes stay synchronized across platforms.
⚙️
Operations Teams
High volumes of daily signups make manual data entry impossible to keep up with, leading to widespread record discrepancies — with this integration, customer data flows automatically between your WordPress CRM and business suite.
🎯
Sales Development Reps
You depend on upstream lead creation to start your outreach sequence, but delays in data transfer stall your daily pipeline — automating both apps means new prospects appear in your workflow the second they submit their details.
🛡️
Customer Success Leads
You need an accurate history of every customer interaction to provide proper support, but scattered records create frustrating blind spots — connecting these apps means every contact profile and update is preserved without missing gaps.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + FluentCRM

Build and manage your Microsoft Dynamics 365 CRM + FluentCRM 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 + FluentCRM 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.
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Frequently Asked Questions

How do I connect FluentCRM to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect FluentCRM to Microsoft Dynamics 365 CRM in just 1 click using ready templates on Integrately or by using Integrately AI to build custom workflows linking WordPress, Slack, and 1,500+ other apps.
Can I automatically sync new contacts from FluentCRM into Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect FluentCRM, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for FluentCRM and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does FluentCRM handle contact data syncing here?
Frequently Asked Questions
Can Microsoft Dynamics 365 CRM trigger updates in FluentCRM?
Frequently Asked Questions
Do I need coding skills to connect FluentCRM and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Is the FluentCRM and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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