Google Slides + Microsoft Dynamics 365 CRM Integration
Integrate Google Slides to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each presentation handled. Generate professional decks from new sales orders, update your CRM records, and keep your teams aligned automatically.
Free forever.Use premium features free for 14 days.1.
Presentation is created in Google Slides- Presentation is created in folder in Google Slides
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
2.
- Replace image in presentation in Google Slides
- Get images fields of a presentation in Google Slides
- Create presentation using template in Google Slides
- Refresh charts in Google Slides
- Search presentation in Google Slides
- Search folder in Google Slides
- Add image to existing slide presentation in Google Slides
- 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 Google Slides + Microsoft Dynamics 365 CRM Integration
Create presentations from sales orders, update client records, refresh charts, 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 Google Slides + Microsoft Dynamics 365 CRM flow
Connect communication, storage, and spreadsheet tools to share presentation updates and keep records current across your team. Pick a combination and activate it in one click.
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Google Drive (4)
Google Drive (4) +
Microsoft Outlook (4)
Microsoft Outlook (4) +
Salesforce (4)
Salesforce (4) +
Slack (4)
Slack (4) +
Zoom (4)
Zoom (4) +
Google Sheets (4)
Google Sheets (4) M
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When a sales order is created in Microsoft Dynamics 365 CRM, create presentation using template in Google Slides and upload the file in Google Drive.
New sales orders trigger custom presentation templates in Google Slides and automatically store the file in Google Drive, eliminating manual file creation.
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When a presentation is created in Google Slides, create a lead in Microsoft Dynamics 365 CRM and back up the document in Google Drive.
Every new presentation created in Google Slides instantly generates a lead in Microsoft Dynamics 365 CRM and saves a copy in Google Drive.
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When a contact is created in Microsoft Dynamics 365 CRM, search folder in Google Slides and save presentation assets to Google Drive.
New Microsoft Dynamics 365 CRM contacts trigger folder searches in Google Slides and secure file storage in Google Drive.
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When an opportunity is created in Microsoft Dynamics 365 CRM, create presentation using template in Google Slides and share it via Google Drive.
New opportunities in Microsoft Dynamics 365 CRM automatically generate customized Google Slides presentations and save them in Google Drive.
Supported triggers and actions for Google Slides and Microsoft Dynamics 365 CRM
Mix and match to build the exact automation you need
Google Slides Triggers & Actions
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 Google Slides + Microsoft Dynamics 365 CRM?
Streamline your presentation workflows and CRM updates with powerful, ready-made automation capabilities.
📊
Generate presentations from sales orders automatically
Create customized Google Slides presentations instantly whenever a new sales order is created in Microsoft Dynamics 365 CRM, ensuring your team has client decks ready immediately.
📝
Capture every order field into presentation templates
Map specific customer names, line items, and pricing from Microsoft Dynamics 365 CRM directly into custom Google Slides placeholders without manual typing.
🔔
Notify team members when presentations are ready
Alert sales reps and account managers the moment new presentation decks are generated in Google Slides so outreach can begin right away.
🔀
Route presentations based on deal size or tier
Trigger different presentation templates in Google Slides depending on whether a Microsoft Dynamics 365 CRM opportunity is enterprise or standard tier.
🔄
Keep CRM lead data updated as decks evolve
Update lead statuses and contact records in Microsoft Dynamics 365 CRM automatically whenever a new presentation is finalized in Google Slides.
🔍
Search and update records instead of duplicating
Search existing accounts in Microsoft Dynamics 365 CRM before creating new entries, preventing duplicate records when generating presentation files.
📈
Refresh charts when opportunity metrics change
Automatically update financial charts in Google Slides whenever opportunity amounts or sales stages are modified in Microsoft Dynamics 365 CRM.
🌐
Extend workflows to Slack or Google Sheets
Connect your core Google Slides and Microsoft Dynamics 365 CRM automation to Google Sheets or Slack to log order details and notify stakeholders.
And much more...
Who is Google Slides + Microsoft Dynamics 365 CRM integration for?
Connecting presentation creation with CRM data helps sales, marketing, and operations teams keep client documents and pipeline records perfectly aligned without manual effort.
Performance analysts
Sales representatives
Account managers
Operations teams
Project managers
Finance officers
📈
Performance analysts
You're compiling sales figures in Google Slides decks but your CRM metrics only update when someone exports reports by hand, so the numbers you're reviewing are always outdated — with this integration, every sales order updates your CRM records instantly and your pipeline data stays accurate.
⚡
Sales representatives
You need to pitch new leads immediately but waiting for custom slide decks slows down your outreach, so prospects lose interest before you reply — with this integration, every new lead triggers presentation template creation instantly and your follow-ups go out on time.
🤝
Account managers
You answer to key clients who expect customized presentation updates after every account modification, but manual deck editing takes hours away from client communication — with this integration, every contact update refreshes your presentations automatically and your clients stay fully informed.
⚙️
Operations teams
You handle high volumes of sales orders and client documents every day, but keeping presentation files organized alongside CRM records leads to missing data — with this integration, every order generates formatted slide decks and CRM entries instantly without manual data entry.
📋
Project managers
You depend on sales teams to hand over account details before you can build project kickoff presentations, but manual handoffs cause frustrating delays — with this integration, every new opportunity creates your kickoff presentation automatically and project work starts right away.
📁
Finance officers
You need a reliable history of all client agreements and financial slide decks, but finding missing presentation records causes auditing headaches — with this integration, every sales order logs complete document records and CRM data automatically with zero gaps.
Did you know?
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Why choose Integrately to automate Google Slides + Microsoft Dynamics 365 CRM
Build and manage your Google Slides + Microsoft Dynamics 365 CRM automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Google Slides + Microsoft Dynamics 365 CRM 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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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.
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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 Google Slides to Microsoft Dynamics 365 CRM?
Connecting Google Slides to Microsoft Dynamics 365 CRM takes just one click using ready-made templates on Integrately. You can also use Integrately AI to set up custom workflows connecting Google Slides, Microsoft Dynamics 365 CRM, and tools like Google Sheets or Slack.
Can I automatically create Google Slides presentations from Microsoft Dynamics 365 CRM sales orders?
Can I connect Google Slides, Microsoft Dynamics 365 CRM, and Slack?
What is a good Zapier alternative for Google Slides and Microsoft Dynamics 365 CRM?
How does Google Slides handle template generation in these workflows?
Can Microsoft Dynamics 365 CRM contact updates trigger presentation searches?
Do I need coding skills to automate Google Slides and Microsoft Dynamics 365 CRM?
Is the Google Slides and Microsoft Dynamics 365 CRM integration free?
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