Microsoft Dynamics 365 CRM + Outreach Integration

Integrate Microsoft Dynamics 365 CRM to Outreach in one click, or tell Integrately AI how you want each lead handled. Enrich and qualify prospects, add them to sequences, and keep your pipeline updated 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
  • Outreach
    Prospect is added in Outreach Instant
  • Outreach
    Prospect is updated in Outreach Instant
  • Outreach
    Call is created in Outreach Instant
  • Outreach
    Task is added in Outreach Instant
  • Outreach
    Opportunity is added in Outreach Instant
  • Outreach
    Account is added in Outreach 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
  • Outreach
    Add prospect to sequence in Outreach
  • Outreach
    Add prospect in Outreach
  • Outreach
    Update prospect in Outreach
  • Outreach
    Get prospect by Id in Outreach
  • Outreach
    Add account in Outreach
  • Outreach
    Add opportunity in Outreach
  • Outreach
    Get opportunity by Id in Outreach
  • Outreach
    Search opportunity by name in Outreach
  • Outreach
    Add task in Outreach
  • Outreach
    Search sequence in Outreach
  • Outreach
    Search prospect by email in Outreach

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

Capture leads, add prospects to sequences, update records, alert your team, and trigger follow-ups, all in just one click.

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

Create Outreach 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 Outreach 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 Outreach.

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 + Outreach flow

Connect your CRM and sales engagement tools to email, messaging, scheduling, and spreadsheet apps to keep your entire go-to-market stack aligned. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Outreach
+
Microsoft OutlookMicrosoft Outlook (4)
+
SlackSlack (4)
+
CalendlyCalendly (3)
+
ZoomZoom (3)
+
Google SheetsGoogle Sheets (4)
+
HubSpotHubSpot (3)
M
O
M
Create an Outreach prospect when a lead is created in Microsoft Dynamics 365 CRM, and send a confirmation email in Microsoft Outlook
New Microsoft Dynamics 365 CRM leads become Outreach prospects instantly while Microsoft Outlook notifies your team, eliminating manual data transfer.
M
O
M
When a contact is updated in Microsoft Dynamics 365 CRM, update the prospect in Outreach and send a status update via Microsoft Outlook
Updated Microsoft Dynamics 365 CRM contact details sync to Outreach automatically while Microsoft Outlook alerts the account owner.
M
O
M
If a Microsoft Dynamics 365 CRM lead has enterprise status, add the prospect to an Outreach sequence and send an alert in Microsoft Outlook
Enterprise leads from Microsoft Dynamics 365 CRM trigger dedicated Outreach sequences and immediate Microsoft Outlook notifications.
M
O
M
Use Claude to summarise Microsoft Dynamics 365 CRM lead notes, update the Outreach prospect, and email the summary via Microsoft Outlook
Claude analyses Microsoft Dynamics 365 CRM notes, updates Outreach, and emails a structured briefing through Microsoft Outlook.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Outreach

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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Outreach
Outreach Triggers & Actions
Instant
Prospect is added in Outreach
Triggers the automation when a new prospect is added
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Instant
Prospect is updated in Outreach
Triggers the automation when a prospect is updated
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Instant
Call is created in Outreach
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Instant
Task is added in Outreach
Triggers the automation when a new task is added
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Instant
Opportunity is added in Outreach
Triggers the automation when a new opportunity is created
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Instant
Account is added in Outreach
Triggers the automation when a new account is added
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Add prospect to sequence in Outreach
Adds a potential client to a predefined email sequence
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Add prospect in Outreach
Adds a new potential client or customer to your database
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Update prospect in Outreach
Updates prospect details with new information
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Get prospect by Id in Outreach
Retrieves a prospect's information using their id
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Add account in Outreach
Creates a new user account
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Add opportunity in Outreach
Adds a new opportunity to the system with a single click
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Get opportunity by Id in Outreach
Retrieves a opportunity's details by its id
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Search opportunity by name in Outreach
Searches for a opportunity by its name
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Add task in Outreach
Creates a new task with relevant information
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Search sequence in Outreach
Searches for a sequence
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Search prospect by email in Outreach
Searches for prospects using their email address
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What can you automate with Microsoft Dynamics 365 CRM + Outreach?

Connect Microsoft Dynamics 365 CRM and Outreach to eliminate manual data entry, streamline prospecting, and keep your entire sales pipeline synchronized.

What you can automate?
🔄
Sync Microsoft Dynamics 365 CRM leads to Outreach
Create Outreach prospects automatically whenever a new lead is created in Microsoft Dynamics 365 CRM. Your sales team can launch sequences immediately without manual exporting.
📝
Capture every submitted field and custom attribute
Map complete Microsoft Dynamics 365 CRM lead records, contact attributes, and custom notes straight into Outreach. Your sales reps receive full context for every conversation.
🔔
Alert your sales team the moment prospects arrive
Send instant notifications to your Slack channel or email inbox whenever Microsoft Dynamics 365 CRM data syncs to Outreach. Your team never misses a new prospect.
🔀
Route prospects based on submitted lead data
Evaluate lead criteria from Microsoft Dynamics 365 CRM and enrol high-value prospects into specialized Outreach sequences while routing standard leads elsewhere.
🔄
Keep records updated as customer statuses change
Reflect updates instantly across platforms. When a contact is modified in Microsoft Dynamics 365 CRM, your Outreach prospect updates automatically.
🔍
Prevent duplicate records across your sales stack
Search existing database entries before creating new records. Ensure your Outreach workspace and Microsoft Dynamics 365 CRM base remain clean and organized.
📊
Handle later pipeline events and deal updates
Trigger automated workflows when opportunities are won, deals stall, or calls conclude in Outreach, updating your Microsoft Dynamics 365 CRM records in real time.
🌐
Extend your workflow to external collaboration tools
Connect your core pair with Google Sheets, Slack, or HubSpot to notify stakeholders, log reporting data, and manage multi-step go-to-market operations.
And much more...

Who is Microsoft Dynamics 365 CRM + Outreach integration for?

Sales managers, account executives, and operations specialists who depend on synchronized data between Microsoft Dynamics 365 CRM and Outreach rely on this integration to eliminate manual handoffs.

Sales operations analysts
Sales operations analysts
Account executives
Account executives
Sales team leaders
Sales team leaders
Inbound development reps
Inbound development reps
Revenue operations managers
Revenue operations managers
CRM administrators
CRM administrators
📈
Sales operations analysts
You review pipeline numbers pulled from Microsoft Dynamics 365 CRM, but missing Outreach activity logs mean your conversion metrics are always out of date — this integration means every record syncs instantly and your pipeline dashboard remains accurate.
Account executives
You need to engage incoming Microsoft Dynamics 365 CRM leads immediately, but manual prospect creation in Outreach slows down your response time — automating both apps means every lead enters your sequence the moment it lands.
🤝
Sales team leaders
You answer to management about pipeline velocity, but delayed handoffs between Microsoft Dynamics 365 CRM and Outreach create blind spots in team reporting — connecting these apps means your activity history stays current across systems.
🔄
Inbound development reps
You handle high volumes of Microsoft Dynamics 365 CRM leads that require rapid outreach, but copying contact details by hand causes severe bottlenecks — automating both apps means your queue populates instantly without manual entry.
📋
Revenue operations managers
You own the workflow between Microsoft Dynamics 365 CRM and Outreach, but manual data updates lead to mismatched records and broken sequences — this integration means your contacts and opportunities update in unison.
🛡️
CRM administrators
You maintain system hygiene in Microsoft Dynamics 365 CRM, but missing integration links cause scattered customer history and duplicate outreach records — connecting these apps means your database maintains a single source of truth.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Outreach

Build and manage your Microsoft Dynamics 365 CRM + Outreach 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 + Outreach 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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Connect Accounts
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Outreach?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Outreach in 1-click using Integrately. Choose a ready template or ask Integrately AI to build the automation. It links your CRM and sales engagement tools alongside Slack, Google Sheets, and HubSpot.
Can I automatically sync Microsoft Dynamics 365 CRM leads into Outreach prospects?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Outreach, and HubSpot?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Outreach?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle lead updates in this integration?
Frequently Asked Questions
Can Outreach activity logs update Microsoft Dynamics 365 CRM cases?
Frequently Asked Questions
How do I automate this integration without coding?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Outreach integration free?
Frequently Asked Questions
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