Microsoft Dynamics 365 CRM + Omnisend Integration

Integrate Microsoft Dynamics 365 CRM to Omnisend in one click, or tell Integrately AI how you want each contact handled. Sync new contacts, trigger custom events, update email lists, and keep your marketing campaigns aligned 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
  • Omnisend
    Contact is created in Omnisend
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
  • Omnisend
    Create subscriber in Omnisend
  • Omnisend
    Trigger custom event in Omnisend

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

Sync new contacts, trigger custom events, update email lists, and notify your team, all in just one click.

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

Create Omnisend contact for new Microsoft Dynamics 365 CRM contact

If you're using Microsoft Dynamics 365 CRM to manage your sales leads, it's important to also use Omnisend to manage your email marketing.

But adding contacts manually is a time-consuming process - which is why we recommend setting up this automation. When a new contact is created in Microsoft Dynamics 365 CRM, a corresponding contact will automatically be created in Omnisend.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Connect more apps to your Microsoft Dynamics 365 CRM + Omnisend flow

Capture leads across platforms, update your CRM and marketing lists, and alert your team on messaging apps. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Omnisend
+
ShopifyShopify (4)
+
TypeformTypeform (4)
+
StripeStripe (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
SlackSlack (4)
+
Google SheetsGoogle Sheets (4)
M
S
O
Create a Shopify customer for every new contact in Microsoft Dynamics 365 CRM, and trigger a subscriber in Omnisend
New Microsoft Dynamics 365 CRM contacts instantly create Shopify customers and Omnisend subscribers, keeping your ecommerce store and marketing lists in sync.
M
O
S
When a sales order is created in Microsoft Dynamics 365 CRM, create a subscriber in Omnisend and log the order in Shopify
Sales orders in Microsoft Dynamics 365 CRM automatically update Omnisend subscribers and record order details in Shopify without manual intervention.
S
M
O
Create a contact in Microsoft Dynamics 365 CRM when a Shopify customer is added, and trigger an Omnisend subscriber
Shopify store signups immediately populate Microsoft Dynamics 365 CRM contacts and Omnisend marketing lists.
M
S
O
When a contact is updated in Microsoft Dynamics 365 CRM, update Shopify customer details and trigger a custom event in Omnisend
Contact updates in Microsoft Dynamics 365 CRM sync directly to Shopify and trigger targeted Omnisend marketing events.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Omnisend

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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Omnisend
Omnisend Triggers & Actions
Contact is created in Omnisend
Triggers the automation when a new contact is created
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Create subscriber in Omnisend
Adds new users to the subscription list
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Trigger custom event in Omnisend
Initiates a custom event
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What can you automate with Microsoft Dynamics 365 CRM + Omnisend?

Streamline your sales and marketing operations by connecting Microsoft Dynamics 365 CRM and Omnisend for seamless data flow.

What you can automate?
🔄
Sync new contacts and subscribers automatically
Automatically create an Omnisend subscriber whenever a new contact is created in Microsoft Dynamics 365 CRM. Keep your email marketing lists populated without manual exporting.
📋
Capture every submitted field and detail
Map all available contact fields and custom properties from Microsoft Dynamics 365 CRM into Omnisend. Ensure your email segments have complete customer data.
🔔
Alert your team instantly on key events
Send instant notifications to your sales or support channels whenever a high-value sales order or opportunity is created in Microsoft Dynamics 365 CRM.
🔀
Route records based on submitted data
Trigger different Omnisend campaigns or custom events depending on specific field values and tiers submitted in Microsoft Dynamics 365 CRM.
✏️
Keep customer records updated across platforms
Automatically update existing Omnisend subscriber details whenever a contact record is modified in Microsoft Dynamics 365 CRM.
🔍
Search and upsert to prevent duplicates
Check for existing records before creating new subscribers or contacts. Avoid duplicate entries in your Omnisend and Microsoft Dynamics 365 CRM databases.
💳
Handle later status changes and events
Trigger automated follow-ups or retention campaigns in Omnisend when subscription renewals fail or sales order statuses change in Microsoft Dynamics 365 CRM.
🌐
Extend your workflow to external apps
Connect Microsoft Dynamics 365 CRM and Omnisend with supporting tools like Google Sheets or Slack to log data and notify stakeholders in one unified pipeline.
And much more...

Who is Microsoft Dynamics 365 CRM + Omnisend integration for?

Connecting Microsoft Dynamics 365 CRM and Omnisend eliminates manual data entry between your sales pipeline and marketing campaigns, empowering revenue teams to work faster.

Performance marketers
Performance marketers
Sales development reps
Sales development reps
Account managers
Account managers
E-commerce store owners
E-commerce store owners
Marketing campaign managers
Marketing campaign managers
Operations directors
Operations directors
📈
Performance marketers
You're running campaigns across multiple ad sets but your tracking sheet only updates when someone manually exports leads, so the row counts you're optimising against are always a few hours behind — with this integration, every new lead lands in the sheet instantly and your data stays current.
Sales development reps
You rely on rapid outreach to convert inbound inquiries stored in Microsoft Dynamics 365 CRM, but notification delays mean leads go cold before you pick up the phone — this integration means every new contact triggers immediate alerts so you can engage prospects right away.
🤝
Account managers
You manage ongoing client accounts in Microsoft Dynamics 365 CRM and need stakeholders to see progress updates, but manual reporting creates constant communication gaps — automating both apps means every status change updates your trackers and keeps clients fully informed.
📊
E-commerce store owners
You process high volumes of sales orders in Microsoft Dynamics 365 CRM every day, but manual subscriber entry causes your marketing lists to fall behind peak traffic — connecting these apps means every order instantly populates your subscriber lists without manual effort.
🎯
Marketing campaign managers
You own the next step of nurturing leads created in Microsoft Dynamics 365 CRM, but delayed handoffs stall your email sequences and drop conversion rates — with this integration, every contact addition triggers targeted campaigns the moment it hits your database.
📋
Operations directors
You need a reliable history of every customer interaction across Microsoft Dynamics 365 CRM and Omnisend, but fragmented data entry creates persistent tracking gaps — automating both apps means every record is captured accurately with zero missing entries.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Omnisend

Build and manage your Microsoft Dynamics 365 CRM + Omnisend 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 + Omnisend 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
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2
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Omnisend?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Omnisend in 1-click using ready templates or by asking Integrately AI to build the workflow. You can also connect apps like Shopify, Typeform, Stripe, Microsoft Outlook, Slack, and Google Sheets.
Can I automatically sync new contacts from Microsoft Dynamics 365 CRM to Omnisend?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Omnisend, and Google Sheets?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Omnisend?
Frequently Asked Questions
How are contact updates handled between Microsoft Dynamics 365 CRM and Omnisend?
Frequently Asked Questions
Can I trigger custom events in Omnisend from Microsoft Dynamics 365 CRM sales orders?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Omnisend?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Omnisend integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Omnisend With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
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