Microsoft Dynamics 365 CRM + Microsoft Teams Integration

Integrate Microsoft Dynamics 365 CRM to Microsoft Teams in one click, or tell Integrately AI how you want each lead handled. Qualify leads, notify your sales channel, schedule follow-up meetings, and update your pipeline 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
  • Microsoft Teams
    Chat message is received in Microsoft Teams
  • Microsoft Teams
    Message posted in channel in Microsoft Teams
  • Microsoft Teams
    Channel is created in Microsoft Teams
  • Microsoft Teams
    New chat is created in Microsoft Teams
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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
  • Microsoft Teams
    Get chat message in Microsoft Teams
  • Microsoft Teams
    Search user in Microsoft Teams
  • Microsoft Teams
    Send channel message in Microsoft Teams
  • Microsoft Teams
    Send chat message in Microsoft Teams
  • Microsoft Teams
    Create channel in Microsoft Teams
  • Microsoft Teams
    Search channel in Microsoft Teams
  • Microsoft Teams
    Create online meeting in Microsoft Teams
  • Microsoft Teams
    Get user by ID in Microsoft Teams

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

Capture new leads, alert your team on case updates, schedule project meetings, and track sales opportunities, all in just one click.

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

Send Microsoft Teams message for new Microsoft Dynamics 365 CRM contact

Anytime a new contact is added to your Microsoft Dynamics 365 CRM, automatically send them a message through Microsoft Teams letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Microsoft Dynamics 365 CRM - Microsoft Teams integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Connect more apps to your Microsoft Dynamics 365 CRM + Microsoft Teams flow

Sync customer records with your CRM, support desk, and project tools right after your core automation runs. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Microsoft Teams
+
HubspotHubspot (5)
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SalesforceSalesforce (4)
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OutlookOutlook (4)
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Jira Software CloudJira Software Cloud (4)
+
ZendeskZendesk (4)
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ZoomZoom (4)
M
H
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Add every new Microsoft Dynamics 365 CRM lead to HubSpot as a contact, and notify your sales team in Microsoft Teams.
New Microsoft Dynamics 365 CRM leads land in HubSpot instantly while Microsoft Teams alerts your sales channel, eliminating manual data entry.
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When a Microsoft Dynamics 365 CRM account is updated, update the matching HubSpot company and post the change in Microsoft Teams.
Account updates in Microsoft Dynamics 365 CRM sync to HubSpot automatically and notify your team in Microsoft Teams.
M
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If a new Microsoft Dynamics 365 CRM opportunity is created, create a deal in HubSpot and alert your revenue channel in Microsoft Teams.
New sales opportunities in Microsoft Dynamics 365 CRM automatically generate HubSpot deals and notify your team on Microsoft Teams.
M
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Create a HubSpot task when a Microsoft Dynamics 365 CRM case is updated, and confirm the action in Microsoft Teams.
Support case updates in Microsoft Dynamics 365 CRM trigger follow-up tasks in HubSpot and notify your support channel in Microsoft Teams.
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Use Claude to evaluate Microsoft Dynamics 365 CRM lead priority, create a HubSpot deal if qualified, and alert your team in Microsoft Teams.
Claude evaluates new Microsoft Dynamics 365 CRM leads, creates qualified HubSpot deals, and notifies your team in Microsoft Teams.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Microsoft Teams

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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Microsoft Teams
Microsoft Teams Triggers & Actions
Chat message is received in Microsoft Teams
Triggers the automation when a chat message is received
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Message posted in channel in Microsoft Teams
Triggers the automation when a message needs to be sent via SMS
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Channel is created in Microsoft Teams
Triggers the automation when a new channel is created
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New chat is created in Microsoft Teams
Triggers the automation when a new conversation is initiated
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Get chat message in Microsoft Teams
Get chat message
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Search user in Microsoft Teams
Searches for a user
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Send channel message in Microsoft Teams
Sends a message to a channel
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Send chat message in Microsoft Teams
Sends a chat message to a recipient or group
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Create channel in Microsoft Teams
Creates a new channel
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Search channel in Microsoft Teams
Searches for a channel
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Create online meeting in Microsoft Teams
Schedules a new online meeting
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Get user by ID in Microsoft Teams
Retrieves user information using their id
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What can you automate with Microsoft Dynamics 365 CRM + Microsoft Teams?

Streamline your customer operations by connecting database events directly to team communication channels.

What you can automate?
⚡
Automate instant channel notifications for new leads
Post new Microsoft Dynamics 365 CRM lead details directly to Microsoft Teams channels the moment they arrive, keeping your sales team ready for rapid outreach.
📋
Capture every submitted field and record detail
Transfer comprehensive contact, account, and opportunity data from Microsoft Dynamics 365 CRM into Microsoft Teams messages without missing vital background information.
🎯
Notify the right person as soon as events happen
Direct specific Microsoft Dynamics 365 CRM updates to designated Microsoft Teams channels so department specialists receive relevant alerts immediately.
🔀
Route workflows based on submitted lead data
Trigger different Microsoft Teams notification paths depending on custom field values like deal size or inquiry type submitted in Microsoft Dynamics 365 CRM.
🔄
Keep destination channels updated as records change
Broadcast real-time modification alerts in Microsoft Teams whenever cases, accounts, or opportunities are updated in Microsoft Dynamics 365 CRM.
🔍
Prevent duplicate entries across your connected systems
Search existing records before creating new items, ensuring your Microsoft Dynamics 365 CRM and Microsoft Teams workflows stay clean and organized.
🏷️
Manage later status changes and deal progression
Trigger automated Microsoft Teams announcements when Microsoft Dynamics 365 CRM opportunities close won, cases resolve, or quotes are revised.
🔗
Extend your workflow to external CRM tools
Connect Microsoft Dynamics 365 CRM and Microsoft Teams with HubSpot to sync customer databases and broadcast cross-platform updates effortlessly.
And much more...

Who is Microsoft Dynamics 365 CRM + Microsoft Teams integration for?

Sales managers, support leads, and operations teams who rely on Microsoft Dynamics 365 CRM need instant Microsoft Teams updates to eliminate manual handoffs and keep deals moving.

Analytics Leads
Analytics Leads
Sales Managers
Sales Managers
Account Executives
Account Executives
Support Supervisors
Support Supervisors
Operations Specialists
Operations Specialists
Project Coordinators
Project Coordinators
📈
Analytics Leads
You're reviewing conversion metrics in Microsoft Dynamics 365 CRM but your team updates tables manually, so the pipeline reports you present are always outdated — with this integration, every new record flows instantly and your dashboards stay accurate.
🚀
Sales Managers
You need to assign inbound leads from Microsoft Dynamics 365 CRM the moment they arrive, but manual handoffs leave hot prospects waiting — automating both apps means your team gets alerted instantly in Microsoft Teams to close faster.
🤝
Account Executives
You coordinate enterprise deals across departments in Microsoft Dynamics 365 CRM, but stakeholders miss critical updates in chat threads — connecting these apps means every status change posts directly to Microsoft Teams channels for full visibility.
🎧
Support Supervisors
You manage high-volume customer inquiries in Microsoft Dynamics 365 CRM, but manual case routing causes missed SLAs — with this integration, support agents get immediate Microsoft Teams notifications to resolve issues without delay.
📊
Operations Specialists
You depend on upstream data entry in Microsoft Dynamics 365 CRM to plan daily tasks, but missing notifications stall your workflow — automating both apps means every new account or opportunity triggers immediate action in Microsoft Teams.
📋
Project Coordinators
You maintain complete customer histories in Microsoft Dynamics 365 CRM, but fragmented communication leaves gaps in the audit trail — integrating these apps means every interaction is logged and shared in Microsoft Teams reliably.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Microsoft Teams

Build and manage your Microsoft Dynamics 365 CRM + Microsoft Teams 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 + Microsoft Teams 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
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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 Microsoft Dynamics 365 CRM to Microsoft Teams?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Microsoft Teams in 1 click using ready-made flows or ask Integrately AI to build your automation. It also connects smoothly with Hubspot, Salesforce, and Outlook.
Can I automatically send Microsoft Teams channel messages when a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Microsoft Teams, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Microsoft Teams?
Frequently Asked Questions
How do contact and lead updates sync between Microsoft Dynamics 365 CRM and Microsoft Teams?
Frequently Asked Questions
How do channel messages work when a support case is updated in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Microsoft Teams?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Microsoft Teams integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Microsoft Teams With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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Microsoft Teams
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