Microsoft Dynamics 365 CRM + Monday.com Integration

Integrate Microsoft Dynamics 365 CRM to Monday.com in one click, or tell Integrately AI how you want each lead handled. Qualify leads, create board items, update records, and alert your 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
  • Monday.com
    Sub-item is created in Monday.com Instant
  • Monday.com
    Item is created in board in Monday.com Instant
  • Monday.com
    Specific column value is changed on board in Monday.com Instant
  • Monday.com
    Column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to specific group in Monday.com Instant
  • Monday.com
    Update is created in Board in Monday.com Instant
  • Monday.com
    Sub-item column value is changed on board in Monday.com Instant
  • Monday.com
    Item is moved to any group in Monday.com Instant
  • Monday.com
    Item is deleted in board in Monday.com Instant
  • Monday.com
    Item name is changed in Monday.com Instant
  • Monday.com
    Column is created for item in Monday.com Instant
  • Monday.com
    Item is archived in board in Monday.com Instant
  • Monday.com
    Item is restored in board in Monday.com Instant
  • Monday.com
    Sub-item name is changed in Monday.com Instant
  • Monday.com
    Comment is added to subitem in Monday.com Instant
  • Monday.com
    Sub-item is moved in Monday.com Instant
  • Monday.com
    Sub-item is archived in Monday.com Instant
  • Monday.com
    Sub-item is deleted in Monday.com Instant
  • Monday.com
    Update is created in Monday.com
  • Monday.com
    Board is created in Monday.com
  • Monday.com
    User joins in Monday.com
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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
  • Monday.com
    Create item in Monday.com
  • Monday.com
    Get subitem by id in Monday.com
  • Monday.com
    Search multiple items in Monday.com
  • Monday.com
    Update group in Monday.com
  • Monday.com
    Move item to board in Monday.com
  • Monday.com
    Move item to group in Monday.com
  • Monday.com
    Search item in Monday.com
  • Monday.com
    Update item in Monday.com
  • Monday.com
    Get item details by id in Monday.com
  • Monday.com
    Create subitem in Monday.com
  • Monday.com
    Archive item in Monday.com
  • Monday.com
    Delete item in Monday.com
  • Monday.com
    Create update in Monday.com
  • Monday.com
    Create column in Monday.com
  • Monday.com
    Upload file to specific item in Monday.com
  • Monday.com
    Create board in Monday.com
  • Monday.com
    Archive board in Monday.com
  • Monday.com
    Create group in Monday.com
  • Monday.com
    Duplicate group in Monday.com
  • Monday.com
    Delete group in Monday.com
  • Monday.com
    Archive group in Monday.com
  • Monday.com
    Add user to board in Monday.com
  • Monday.com
    Add user to workspace in Monday.com
  • Monday.com
    Create tag in Monday.com
  • Monday.com
    Create workspace in Monday.com
  • Monday.com
    Add team to workspace in Monday.com
  • Monday.com
    Add team to board in Monday.com
  • Monday.com
    Search subitem in Monday.com
  • Monday.com
    Update subitem in Monday.com

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Ready Workflows Ready Workflows for Microsoft Dynamics 365 CRM + Monday.com Integration

Capture leads, create board items, update CRM records, alert your team, and track project progress, all in just one click.

Most popular automationmost-popular-automations
Microsoft Dynamics 365 CRM + Monday.com Integration

Create Monday.com item for new Microsoft Dynamics 365 CRM contact

Microsoft Dynamics 365 CRM and Monday.com are both powerful tools that, when used correctly, can help you become more productive.

When you create a contact in Microsoft Dynamics 365 CRM, do you also create a item in Monday.com? If not, you should! This will help ensure that you never forget to follow-up with a lead. Also, it can help to keep your team organized and on track.
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Connect more apps to your Microsoft Dynamics 365 CRM + Monday.com flow

Streamline customer communication, accounting, and support workflows right after your core automation finishes. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Monday.com
+
Microsoft OutlookMicrosoft Outlook (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
HubSpotHubSpot (3)
+
MailchimpMailchimp (3)
+
ZendeskZendesk (3)
M
M
M
Add every new Microsoft Dynamics 365 CRM lead to your Monday.com board, and send a confirmation email in Microsoft Outlook.
New Microsoft Dynamics 365 CRM leads appear on your Monday.com board immediately and an email is sent via Microsoft Outlook, eliminating manual data entry.
M
M
M
When a Monday.com item status changes, update the Microsoft Dynamics 365 CRM contact and send a status update via Microsoft Outlook.
Board updates in Monday.com automatically update Microsoft Dynamics 365 CRM records and notify stakeholders via Microsoft Outlook.
M
C
M
M
Use Claude to summarise every new Microsoft Dynamics 365 CRM case, create a Monday.com item, and email the brief in Microsoft Outlook.
Claude summarises incoming Microsoft Dynamics 365 CRM cases before creating a Monday.com item and emailing the brief via Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Monday.com

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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Monday.com
Monday.com Triggers & Actions
Instant
Sub-item is created in Monday.com
Triggers the automation when a subitem is created
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Instant
Item is created in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Specific column value is changed on board in Monday.com
Triggers the automation when a column value is changed on a board
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Instant
Column value is changed on board in Monday.com
Triggers the automation when a column value on a particular board is updated
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Instant
Item is moved to specific group in Monday.com
Triggers the automation when an item is moved to a group
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Instant
Update is created in Board in Monday.com
Triggers the automation when an update is created on a board
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Instant
Sub-item column value is changed on board in Monday.com
Triggers the automation when a sub-item column value is changed on a board
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Instant
Item is moved to any group in Monday.com
Triggers the automation when an item is moved to a different group
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Instant
Item is deleted in board in Monday.com
Triggers the automation when a new item is created from a particular board
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Instant
Item name is changed in Monday.com
Triggers the automation when the name of any item is updated
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Instant
Column is created for item in Monday.com
Triggers the automation when a new field is added to a item
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Instant
Item is archived in board in Monday.com
Triggers the automation when an item is archived in a board
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Instant
Item is restored in board in Monday.com
Triggers the automation when an item is restored within a board
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Instant
Sub-item name is changed in Monday.com
Triggers the automation when a subitem name is modified
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Instant
Comment is added to subitem in Monday.com
Triggers the automation when a comment is added to a subitem
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Instant
Sub-item is moved in Monday.com
Triggers the automation when a subitem is moved to a different location
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Instant
Sub-item is archived in Monday.com
Triggers the automation when a subitem is archived
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Instant
Sub-item is deleted in Monday.com
Triggers the automation when a subitem is deleted
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Update is created in Monday.com
Triggers the automation when an update is created
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Board is created in Monday.com
Triggers the automation when a new board is created
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User joins in Monday.com
Triggers the automation when a new user joins the platform
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Create item in Monday.com
Generates a new item
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Get subitem by id in Monday.com
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Search multiple items in Monday.com
Locates and retrieves items information
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Update group in Monday.com
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Move item to board in Monday.com
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Move item to group in Monday.com
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Search item in Monday.com
Locates and retrieves particular item information
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Update item in Monday.com
Updates an item with new information
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Get item details by id in Monday.com
Retrieves detailed information of a item using its id
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Create subitem in Monday.com
Creates a new subitem
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Archive item in Monday.com
Store an item for future reference
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Delete item in Monday.com
Removes the selected item
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Create update in Monday.com
Creates a new update
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Create column in Monday.com
Adds a new column to a dataset or spreadsheet
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Upload file to specific item in Monday.com
Uploads a file to a item within a system
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Create board in Monday.com
Generates a new board
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Archive board in Monday.com
Archive board to store historical data
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Create group in Monday.com
Creates a new group based on particular criteria
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Duplicate group in Monday.com
Creates a copy of an existing group
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Delete group in Monday.com
Removes a particular group from the system
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Archive group in Monday.com
Archives a particular group for future reference
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Add user to board in Monday.com
Adds a user to a board
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Add user to workspace in Monday.com
Adds a user to the particular workspace
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Create tag in Monday.com
Generates a new tag
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Create workspace in Monday.com
Creates a new workspace
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Add team to workspace in Monday.com
Invites team members to collaborate in the particular workspace
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Add team to board in Monday.com
Adds a team to the board
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Search subitem in Monday.com
Automatically searches for a specific subitem
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Update subitem in Monday.com
Automatically updates an existing subitem
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What can you automate with Microsoft Dynamics 365 CRM + Monday.com?

Connect your CRM pipeline directly to your project boards to automate repetitive tasks and keep your teams perfectly synchronised.

What you can automate?
⚡
Sync new leads to project boards
Turn every new Microsoft Dynamics 365 CRM lead into a tracked item on your Monday.com board automatically. Eliminate manual copy-pasting and start onboarding clients faster.
📋
Capture every submitted field
Map all available contact details and custom attributes from Microsoft Dynamics 365 CRM into separate Monday.com columns. Your project board becomes a richer source for team review.
🔔
Alert your team instantly
Notify your project managers in Slack or via email the moment a new Microsoft Dynamics 365 CRM opportunity or account is created. Keep everyone informed without manual check-ins.
🔀
Route records based on criteria
Send enterprise Microsoft Dynamics 365 CRM accounts to priority Monday.com boards and standard accounts to general boards. Direct your team's attention where it matters most.
🔄
Keep project boards updated
Update matching Monday.com items automatically whenever a contact or opportunity is modified in Microsoft Dynamics 365 CRM. Keep your operational status current across all tools.
🔍
Prevent duplicate board items
Search existing Monday.com boards before creating new items to ensure every Microsoft Dynamics 365 CRM account remains unique. Maintain clean data integrity effortlessly.
📦
Manage later status changes
Update Microsoft Dynamics 365 CRM records automatically when a Monday.com item is archived, completed, or moved to a new group. Keep your sales pipeline in sync with project delivery.
🔗
Extend flows to accounting tools
Trigger invoices in QuickBooks Online or create tasks in HubSpot immediately after your Microsoft Dynamics 365 CRM and Monday.com core automation runs.
And much more...

Who is Microsoft Dynamics 365 CRM + Monday.com integration for?

Connecting Microsoft Dynamics 365 CRM and Monday.com eliminates manual data entry between your sales pipeline and project tracking boards for teams of all sizes.

Performance marketers
Performance marketers
Sales executives
Sales executives
Project managers
Project managers
Operations leads
Operations leads
Account managers
Account managers
Customer success leads
Customer success leads
📈
Performance marketers
You're running campaigns across multiple lead sources but your project boards only update when someone manually exports contacts, so the conversion counts you're reviewing are always a few hours behind — with this integration, every new lead lands on your board instantly and your data stays current.
💼
Sales executives
You rely on Microsoft Dynamics 365 CRM to close deals, but your fulfillment team works out of Monday.com and finds out about new accounts hours later — automating both apps means every closed order creates a board item immediately and project kickoffs happen without delay.
📊
Project managers
You answer to clients who want to see real-time progress on their deliverables, but manual status copying leaves your boards outdated — connecting these apps means every CRM update reflects on your project board automatically and client reports are always accurate.
⚙️
Operations leads
The volume of incoming Microsoft Dynamics 365 CRM leads and orders is too high for your staff to keep up with by hand, leading to missed tasks on your boards — with this integration, every record transfers instantly and your operational workflow runs smoothly at scale.
🤝
Account managers
You own the onboarding stage and depend on sales to hand over client accounts from Microsoft Dynamics 365 CRM, but details often get lost in transit — automating both apps means every new account creates a fully populated board item so nothing slips through the cracks.
🎯
Customer success leads
You need a reliable history of support cases and client interactions, but manual tracking leaves noticeable gaps in your project boards — this integration means every CRM case populates your tracking board with complete details and your history remains spotless.
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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Monday.com

Build and manage your Microsoft Dynamics 365 CRM + Monday.com 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 + Monday.com 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 Microsoft Dynamics 365 CRM to Monday.com?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM and Monday.com in just one click using ready templates on Integrately, or ask Integrately AI to build the automation for your team. This setup works seamlessly alongside Microsoft Outlook, Slack, QuickBooks Online, HubSpot, Mailchimp, and Zendesk.
Can I automatically create a Monday.com item when a new Microsoft Dynamics 365 CRM lead is created?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Monday.com, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Monday.com?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM data sync with Monday.com boards?
Frequently Asked Questions
Can I update Microsoft Dynamics 365 CRM records when a Monday.com item changes?
Frequently Asked Questions
How do I set up Microsoft Dynamics 365 CRM and Monday.com automation without coding?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Monday.com integration free?
Frequently Asked Questions
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Monday.com
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Sync Monday.com with accounting, project management, and reporting tools to keep data working across your stack.
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