Microsoft Dynamics 365 CRM + Notion Integration

Integrate Microsoft Dynamics 365 CRM to Notion in one click, or tell Integrately AI how you want each lead handled. Qualify and enrich leads, update your Notion database and Dynamics CRM, alert your team, 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
  • Notion
    Data source item is updated in Notion
  • Notion
    Data source item is created in Notion
  • Notion
    Checklist item is completed in Notion
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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
  • Notion
    Get data source item by ID in Notion
  • Notion
    Update data source item in Notion
  • Notion
    Search data source item by property in Notion
  • Notion
    Archive data source item in Notion
  • Notion
    Create data source item in Notion
  • Notion
    Get comments by page ID in Notion
  • Notion
    Get page by ID in Notion
  • Notion
    Create page in Notion
  • Notion
    Search member in Notion
  • Notion
    Create comment in Notion

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

Capture leads, organise responses, keep your database updated, alert your team, and send follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Microsoft Dynamics 365 CRM + Notion Integration

Create Notion database item for new Microsoft Dynamics 365 CRM contact

When a new contact is created in your Microsoft Dynamics 365 CRM, you can automatically create a database item for them in your Notion. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
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Notion + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Notion database item

Automatically creating Microsoft Dynamics 365 CRM contact records for new Notion database item entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
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Notion + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Notion database item

Automatically creating Microsoft Dynamics 365 CRM contact records for new Notion database item entries is a huge time-saver! This way, you can be sure that your data is always accurate and complete. Plus, it saves you time and effort by eliminating the need to manually enter data into both systems.

Also, it's one less thing for you to have to remember to do manually. Win-win!
See more
Microsoft Dynamics 365 CRM + Notion Integration

Create Notion database item for new Microsoft Dynamics 365 CRM contact

When a new contact is created in your Microsoft Dynamics 365 CRM, you can automatically create a database item for them in your Notion. This way, you'll always have up-to-date information on your contacts and can easily track their progress. Plus, you won't have to manually enter data into multiple systems - it will all be taken care of automatically.

So go ahead and set up this integration - it will make your life much easier!
See more
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Connect more apps to your Microsoft Dynamics 365 CRM + Notion flow

Bring in accounting records, support tickets, and team messages to keep every department aligned after your core automation runs. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Notion
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Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM (4)
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Microsoft OutlookMicrosoft Outlook (4)
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SlackSlack (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
Google DriveGoogle Drive (4)
+
ZendeskZendesk (4)
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When a lead is created in Microsoft Dynamics 365 CRM, create a data source item in Notion, and update the lead in Microsoft Dynamics 365 CRM
New Microsoft Dynamics 365 CRM leads instantly appear as data source items in Notion while updating lead statuses automatically.
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When a contact is created in Microsoft Dynamics 365 CRM, create a page in Notion, and create a contact in Microsoft Dynamics 365 CRM
Every new Microsoft Dynamics 365 CRM contact generates a Notion page and syncs contact details instantly.
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When an opportunity is updated in Microsoft Dynamics 365 CRM, update the data source item in Notion, and update the account in Microsoft Dynamics 365 CRM
Opportunity updates in Microsoft Dynamics 365 CRM automatically refresh Notion data source items and accounts.
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Search lead in Microsoft Dynamics 365 CRM when a data source item is created in Notion, and update the case in Microsoft Dynamics 365 CRM
New Notion items trigger lead searches in Microsoft Dynamics 365 CRM and update related cases.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Notion

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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Notion
Notion Triggers & Actions
Data source item is updated in Notion
Triggers the automation when an item is modified
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Data source item is created in Notion
Triggers the automation when a new item is created
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Checklist item is completed in Notion
Triggers the automation when a checklist item is completed
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Get data source item by ID in Notion
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Update data source item in Notion
Updates a item with new information
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Search data source item by property in Notion
Searches for an item based on property
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Archive data source item in Notion
Store an item for future reference
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Create data source item in Notion
Adds a new item to the data source
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Get comments by page ID in Notion
Retrieves comments associated with a specific page ID
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Get page by ID in Notion
Retrieves a page by its id
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Create page in Notion
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Search member in Notion
Searches for a member with
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Create comment in Notion
Adds a new comment to a Page.
Try it →

What can you automate with Microsoft Dynamics 365 CRM + Notion?

Streamline your workflows by connecting Microsoft Dynamics 365 CRM events directly to Notion data sources and team notifications.

What you can automate?
📝
Create a Notion item from every Microsoft Dynamics 365 CRM lead
Whenever a new lead is created in Microsoft Dynamics 365 CRM, it instantly generates a corresponding data source item in Notion. Eliminate manual copying and keep your team aligned from the first touch.
📋
Capture every submitted contact detail and custom property
Map all available lead and account fields from Microsoft Dynamics 365 CRM straight into your Notion database properties instead of just names and emails. Your workspace becomes a complete operational record.
🔔
Alert your team instantly when key accounts are updated
Send immediate notifications whenever a case or opportunity is modified in Microsoft Dynamics 365 CRM, ensuring the right people review critical updates without delay.
🔀
Route leads differently based on submitted tier or region
Apply conditional logic so enterprise leads create high-priority items in Notion while standard inquiries follow alternative workflows, keeping your workspace organized by value.
🔄
Keep Notion databases synchronized as records change
Automatically update existing Notion data source items whenever contacts, accounts, or opportunities are modified in Microsoft Dynamics 365 CRM, preventing outdated information.
🔍
Prevent duplicate records with intelligent search and update logic
Search for existing entries in Notion before creating new ones, updating records if they already exist to maintain clean and reliable databases.
📊
Manage closed deals, completed cases, and updated quotes
Trigger automated updates in Notion whenever Microsoft Dynamics 365 CRM quotes or cases reach final statuses, maintaining an accurate lifecycle history.
💬
Extend your CRM data flow into Slack or email
Send automated alerts to Slack channels or dispatch follow-up emails via Outlook the moment Microsoft Dynamics 365 CRM leads land in your Notion workspace.
And much more...

Who is Microsoft Dynamics 365 CRM + Notion integration for?

Sales managers, operations leads, and customer support teams streamline data handoffs and eliminate manual record-keeping between Microsoft Dynamics 365 CRM and Notion.

Sales Operations Managers
Sales Operations Managers
Customer Support Leads
Customer Support Leads
Account Executives
Account Executives
Business Development Teams
Business Development Teams
Project Managers
Project Managers
Revenue Operations Specialists
Revenue Operations Specialists
📈
Sales Operations Managers
You report on this and decide from it, but the numbers are always stale because reps manually copy leads between Microsoft Dynamics 365 CRM and Notion — with this integration, every new lead lands in your database instantly and your pipeline reports stay current.
Customer Support Leads
You need to act fast on incoming cases, and you find out too late because updates remain trapped in Microsoft Dynamics 365 CRM instead of notifying your Notion planning workspace — with this integration, every case creates an item immediately so your team can resolve issues without delay.
🤝
Account Executives
You answer to a client or an outside party who wants to see progress, but tracking deal stages across Microsoft Dynamics 365 CRM and Notion takes hours of manual logging — this integration means every opportunity update syncs automatically to your workspace for instant client visibility.
🚀
Business Development Teams
The lead volume is too high for anyone to keep up by hand, causing new Microsoft Dynamics 365 CRM contacts to sit unrecorded in Notion workflows — automating both apps means every submission is captured instantly without manual data entry.
📋
Project Managers
You own the next step and depend on someone upstream to hand it over, but account details get stuck in Microsoft Dynamics 365 CRM before reaching your Notion project board — connecting these apps means project tasks populate the moment accounts are created.
🗂️
Revenue Operations Specialists
You need a reliable history and keep finding gaps in your contact records because manual transfers between Microsoft Dynamics 365 CRM and Notion are easily missed — with this integration, every record update flows securely into your database to maintain complete historical accuracy.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Notion

Build and manage your Microsoft Dynamics 365 CRM + Notion 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 + Notion 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?

1
Select Automation
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Connect Accounts
Connect Accounts
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Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Notion?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Notion instantly using ready-made workflows or Integrately AI. With 1-click setup, your apps sync data across Microsoft Dynamics 365 CRM, Notion, Slack, and 1,500+ other apps.
Can I automatically sync new leads from Microsoft Dynamics 365 CRM to Notion?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Notion, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Notion?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead and contact updates during integration?
Frequently Asked Questions
How are Notion database items updated when records change in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Notion?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Notion integration free?
Frequently Asked Questions
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