Microsoft Dynamics 365 CRM + Groove Integration

Integrate Groove to Microsoft Dynamics 365 CRM in one click, or tell Integrately AI how you want each ticket handled. Track support requests, create CRM records, update contact details, and notify your sales team 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
  • Groove
    Agent is created in Groove
  • Groove
    Agent has replied in Groove Instant
  • Groove
    Agent is invited in Groove Instant
  • Groove
    Agent is archived in Groove Instant
  • Groove
    Ticket is closed in Groove Instant
  • Groove
    Ticket is started in Groove Instant
  • Groove
    Ticket is opened in Groove Instant
  • Groove
    Ticket is assigned in Groove Instant
  • Groove
    Ticket is moved in Groove Instant
  • Groove
    Ticket priority is changed in Groove Instant
  • Groove
    Ticket is tagged in Groove Instant
  • Groove
    Ticket is deleted in Groove Instant
  • Groove
    Ticket is state changed in Groove Instant
  • Groove
    Customer is added in Groove Instant
  • Groove
    Customer is replied in Groove Instant
  • Groove
    Note is added in Groove Instant
Arrow Right
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
  • Groove
    Create ticket in Groove
  • Groove
    Search ticket assignee in Groove
  • Groove
    Search state of ticket in Groove
  • Groove
    Update ticket state in Groove
  • Groove
    Update ticket assignee in Groove
  • Groove
    Update ticket assigned group in Groove
  • Groove
    Add tag to a ticket in Groove
  • Groove
    Replace all tags to a ticket in Groove
  • Groove
    Search customer by email in Groove
  • Groove
    Create group in Groove
  • Groove
    Search agent by email in Groove

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

Capture support requests, create CRM records, update contact details, alert your team, and track follow-ups, all in just one click.

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Connect more apps to your Groove + Microsoft Dynamics 365 CRM flow

Teams often want to alert support channels, log emails, and track tasks right after records sync. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Groove
+
SlackSlack (3)
+
Microsoft OutlookMicrosoft Outlook (2)
+
GmailGmail (2)
+
Jira Software CloudJira Software Cloud (2)
+
ZendeskZendesk (2)
+
Microsoft TeamsMicrosoft Teams (2)
G
M
S
When a ticket is opened in Groove, create a lead in Microsoft Dynamics 365 CRM and notify your team on Slack.
New Groove support tickets automatically create leads in Microsoft Dynamics 365 CRM while alerting your team on Slack, eliminating manual entry.
G
M
S
When a ticket is closed in Groove, update the case in Microsoft Dynamics 365 CRM and post an update on Slack.
Closed Groove tickets update cases in Microsoft Dynamics 365 CRM and notify your team on Slack instantly.
G
M
S
When a customer is added in Groove, create a contact in Microsoft Dynamics 365 CRM and alert your team on Slack.
New Groove customers become contacts in Microsoft Dynamics 365 CRM with instant Slack notifications.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Groove

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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Groove
Groove Triggers & Actions
Agent is created in Groove
Triggers the automation when a new agent is created
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Instant
Agent has replied in Groove
Triggers the automation when an agent replies
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Instant
Agent is invited in Groove
Triggers the automation when any agent is invited
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Instant
Agent is archived in Groove
Triggers the automation when an agent is archived
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Instant
Ticket is closed in Groove
Triggers the automation when a ticket is closed
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Instant
Ticket is started in Groove
Triggers the automation when a ticket is marked as started
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Instant
Ticket is opened in Groove
Triggers the automation when a ticket is opened
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Instant
Ticket is assigned in Groove
Triggers the automation when a ticket is assigned to a team member
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Instant
Ticket is moved in Groove
Triggers the automation when a ticket is moved with
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Instant
Ticket priority is changed in Groove
Triggers the automation when the priority of a ticket is updated
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Instant
Ticket is tagged in Groove
Triggers the automation when a ticket is tagged
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Instant
Ticket is deleted in Groove
Triggers the automation when a ticket is deleted
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Instant
Ticket is state changed in Groove
Triggers the automation when the state of a ticket changes
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Instant
Customer is added in Groove
Triggers the automation when a new customer is added
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Instant
Customer is replied in Groove
Triggers the automation when a customer receives a reply
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Instant
Note is added in Groove
Triggers the automation when a new note is created
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Create ticket in Groove
Generates a new ticket
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Search ticket assignee in Groove
Searches for the assignee of a ticket
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Search state of ticket in Groove
Searches for the state of a ticket
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Update ticket state in Groove
Updates the state of a ticket
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Update ticket assignee in Groove
Reassigns a ticket to a new assignee
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Update ticket assigned group in Groove
Updates the group assigned to a ticket based on particular criteria
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Add tag to a ticket in Groove
Adds a tag to a ticket for better organization and tracking
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Replace all tags to a ticket in Groove
Replaces all tags associated with a ticket
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Search customer by email in Groove
Searches for a customer by their email address
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Create group in Groove
Creates a new group based on particular criteria
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Search agent by email in Groove
Searches for an agent by email address
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What can you automate with Groove + Microsoft Dynamics 365 CRM?

Streamline your customer support and CRM workflows by connecting every ticket event directly to your business database.

What you can automate?
🔄
Sync Support Tickets to CRM Leads Automatically
Turn every new Groove ticket into a lead in Microsoft Dynamics 365 CRM the moment it arrives. Eliminate manual data entry and ensure sales teams never miss an inquiry.
📝
Capture Every Submitted Field and Note
Map customer details, ticket descriptions, and initial replies from Groove straight into your Microsoft Dynamics 365 CRM fields. Keep your customer records detailed and accurate.
🔔
Alert Your Team When Important Tickets Arrive
Notify your support or sales staff immediately when high-priority tickets are opened in Groove. Keep response times fast across departments.
🔀
Route Records Based on Ticket Priority Changes
Trigger different actions in Microsoft Dynamics 365 CRM depending on whether a Groove ticket priority is changed or tagged. Route urgent issues to specialized queues.
🔄
Keep Destination Records Up to Date
Automatically update case statuses and contact info in Microsoft Dynamics 365 CRM whenever ticket states or customer details change in Groove.
🔍
Search and Update Instead of Creating Duplicates
Search existing contacts and accounts by email in Microsoft Dynamics 365 CRM before creating records, preventing duplicate entries in your database.
Handle Later Status Changes and Closures
Update case records in Microsoft Dynamics 365 CRM to closed whenever a corresponding ticket is marked closed or resolved in Groove.
💬
Extend Workflows to Slack and Messaging Tools
Connect your Groove and Microsoft Dynamics 365 CRM core flow with Slack to broadcast real-time customer updates and ticket resolutions to your team channel.
And much more...

Who is Groove + Microsoft Dynamics 365 CRM integration for?

Support and sales teams synchronize customer interactions, eliminate manual data entry, and keep CRM records completely up to date.

Support Operations Managers
Support Operations Managers
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Customer Success Teams
Customer Success Teams
Operations Coordinators
Operations Coordinators
Quality Assurance Specialists
Quality Assurance Specialists
📊
Support Operations Managers
You're tracking support volume across Groove tickets, but your CRM reports only update when someone manually exports data, so the metrics you review are always outdated — this integration means every new support ticket creates or updates a lead in Microsoft Dynamics 365 CRM instantly and your dashboards stay current.
Sales Representatives
You're waiting for support teams to flag high-value customers, but requests get buried in your helpdesk before anyone notifies sales, so you miss out on expansion opportunities — with this integration, every customer interaction in Groove is logged as a case in Microsoft Dynamics 365 CRM so you can act immediately.
🤝
Account Managers
You're managing client communications inside Groove, but your customer history lives separately in your CRM, so clients have to repeat themselves when discussing ongoing contracts — automating both apps means every ticket detail flows straight into Microsoft Dynamics 365 CRM to give you complete context.
📈
Customer Success Teams
You're handling high volumes of inbound helpdesk queries every day, but manual data entry leaves gaps in your customer profiles, so client health scores are based on incomplete data — connecting these apps means every customer submission automatically updates your CRM records without manual typing.
🔄
Operations Coordinators
You're responsible for routing support requests to the right department, but handoffs between Groove and your CRM rely on manual emails, so requests stall out in queues — this integration means every ticket update flows automatically into Microsoft Dynamics 365 CRM to keep internal handoffs smooth and immediate.
📋
Quality Assurance Specialists
You're auditing customer interactions for quality compliance, but finding missing ticket logs in your CRM makes complete audits impossible, so compliance reporting is unreliable — automating both apps means every interaction is reliably recorded in Microsoft Dynamics 365 CRM for accurate auditing.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Groove

Build and manage your Microsoft Dynamics 365 CRM + Groove 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 + Groove 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.
How Integrately Works?

How Integrately Works?

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Connect Accounts
Connect Accounts
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Automation is ready
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Frequently Asked Questions

How do I connect Groove to Microsoft Dynamics 365 CRM?
Frequently Asked Questions
You can connect Groove to Microsoft Dynamics 365 CRM instantly using 1-click automations on Integrately or by asking Integrately AI to build the workflow for you. Pick a ready template or connect Slack, Microsoft Outlook, and Gmail to extend your workflow.
Can I automatically create Microsoft Dynamics leads from Groove support tickets?
Frequently Asked Questions
Can I connect Groove, Microsoft Dynamics 365 CRM, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Groove and Microsoft Dynamics 365 CRM?
Frequently Asked Questions
How does Groove handle tickets and customer data during integration?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM process incoming leads and contacts?
Frequently Asked Questions
Can I automate workflows between Groove and Microsoft Dynamics 365 CRM without coding?
Frequently Asked Questions
Is the Groove and Microsoft Dynamics 365 CRM integration free?
Frequently Asked Questions
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Microsoft Dynamics 365 CRM
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