Microsoft Dynamics 365 CRM + Raisely Integration

Integrate Microsoft Dynamics 365 CRM to Raisely in one click, or tell Integrately AI how you want each donation handled. Track fundraising performance, update supporter records, 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
  • Raisely
    New campaign is created in Raisely
  • Raisely
    Donation is created in Raisely Instant
  • Raisely
    New interactions is created in Raisely
  • Raisely
    Person is created in Raisely Instant
  • Raisely
    Profile is created in Raisely Instant
  • Raisely
    Subscription is created in Raisely Instant
  • Raisely
    Subscription is succeeded in Raisely Instant
  • Raisely
    Subscription is resumed in Raisely Instant
  • Raisely
    Donation is refunded in Raisely Instant
  • Raisely
    Post is created in Raisely Instant
  • Raisely
    Subscription is failed in Raisely Instant
  • Raisely
    Subscription is rebilled in Raisely Instant
  • Raisely
    Subscription is paused in Raisely Instant
  • Raisely
    Subscription is updated in Raisely Instant
  • Raisely
    Subscription is deleted in Raisely Instant
  • Raisely
    Subscription is cancelled in Raisely Instant
  • Raisely
    Post is updated in Raisely Instant
  • Raisely
    Post is deleted in Raisely Instant
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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
  • Raisely
    Create person in Raisely
  • Raisely
    Search person in Raisely
  • Raisely
    Update person in Raisely
  • Raisely
    Add tag in Raisely
  • Raisely
    Create offline donation in Raisely
  • Raisely
    Add interaction in Raisely
  • Raisely
    Search tag in Raisely

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

Capture donations, organise supporter records, keep CRM profiles updated, alert your team, and send follow-ups, all in just one click.

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

Create Raisely person 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 Raisely 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 person will automatically be created in Raisely.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
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Raisely + Microsoft Dynamics 365 CRM Integration

Create Microsoft Dynamics 365 CRM contact for new Raisely person

There are many reasons why someone might choose to use two different marketing tools. One common reason is - the ability to reach a wider audience.

For example, if one tool is better suited for reaching customers in a certain geographic region, while another is better for reaching customers of a certain age group, using both can help businesses reach their target market more effectively.

Integration of your new Microsoft Dynamics 365 CRM contact and Raisely person can help make sure that your messages are coordinated and that you're taking full advantage of all your channels. It can also help reduce the amount of time you spend managing different tools and platforms.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Raisely flow

Sync donation and lead data to marketing, billing, and communication tools the moment an event triggers. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Raisely
+
MailchimpMailchimp (3)
+
StripeStripe (3)
+
SlackSlack (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
Microsoft OutlookMicrosoft Outlook (3)
+
TypeformTypeform (3)
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Add every new Raisely donation to Microsoft Dynamics 365 CRM, and add the donor as a subscriber in Mailchimp.
New Raisely donations appear in Microsoft Dynamics 365 CRM as new contacts and join your Mailchimp audience instantly, removing manual copy work.
M
R
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When a Microsoft Dynamics 365 CRM contact is created, search for the person in Raisely and update their subscriber status in Mailchimp.
Microsoft Dynamics 365 CRM contacts update your Raisely supporter database and sync subscriber preferences in Mailchimp automatically.
R
C
M
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Use ChatGPT to analyse every new Raisely donation, create a lead in Microsoft Dynamics 365 CRM, and add a tagged subscriber in Mailchimp.
ChatGPT categorises your Raisely donations before Microsoft Dynamics 365 CRM creates the lead and Mailchimp adds a targeted subscriber.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Raisely

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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Raisely
Raisely Triggers & Actions
New campaign is created in Raisely
Triggers the automation when a new campaign is created
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Instant
Donation is created in Raisely
Triggers the automation when donation is made
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New interactions is created in Raisely
Triggers the automation when a new interaction is created
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Instant
Person is created in Raisely
Triggers the automation when a new person is created
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Instant
Profile is created in Raisely
Triggers the automation when a new profile is created
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Instant
Subscription is created in Raisely
Triggers the automation when a person is subscribed
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Instant
Subscription is succeeded in Raisely
Triggers the automation when subscription is succeeded
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Instant
Subscription is resumed in Raisely
Triggers the automation when subscription is resumed
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Instant
Donation is refunded in Raisely
Triggers the automation when donation is refunded
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Instant
Post is created in Raisely
Triggers the automation when post is created
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Instant
Subscription is failed in Raisely
Triggers the automation when subscription is fails
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Instant
Subscription is rebilled in Raisely
Triggers the automation when subscription is rebilled
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Instant
Subscription is paused in Raisely
Triggers the automation when subscription is paused
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Instant
Subscription is updated in Raisely
Triggers the automation when subscription is updated
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Instant
Subscription is deleted in Raisely
Triggers the automation when subscription is deleted
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Instant
Subscription is cancelled in Raisely
Triggers the automation when subscription is cancelled
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Instant
Post is updated in Raisely
Triggers the automation when post is updated
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Instant
Post is deleted in Raisely
Triggers the automation when post is deleted
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Create person in Raisely
Generates a new person
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Search person in Raisely
Retrieves information about a person
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Update person in Raisely
Updates the information of a person
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Add tag in Raisely
Assigns tags to particular items
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Create offline donation in Raisely
Logs a new offline donation
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Add interaction in Raisely
Adds an interaction
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Search tag in Raisely
Searches for a tag
Try it →

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

Streamline your fundraising and CRM operations with powerful automated workflows designed for every stage of donor management.

What you can automate?
🎯
Sync every new donation into Microsoft Dynamics 365 CRM contacts
Automatically create a Microsoft Dynamics 365 CRM contact whenever a new donation is processed in Raisely. Ensure supporter profiles are always up to date without manual data transfer.
📋
Capture every submitted campaign field
Map all custom questions, donation amounts, and profile attributes from Raisely straight into Microsoft Dynamics 365 CRM fields. Maintain comprehensive records for every supporter.
💬
Alert your team instantly on messaging channels
Send real-time notifications to your sales or finance channel whenever a significant donation or profile creation occurs in Raisely.
🔀
Route records based on contribution tiers
Apply conditional logic to assign high-tier donors to enterprise sales reps in Microsoft Dynamics 365 CRM while standard contributions route to general donor pools.
🔄
Keep CRM account records current as profiles change
Automatically update Microsoft Dynamics 365 CRM account details whenever a Raisely supporter profile or subscription status is modified.
🔍
Search and update instead of creating duplicates
Check if a contact already exists in Microsoft Dynamics 365 CRM before creating a new record from a Raisely submission, keeping your database clean.
💳
Handle refunds and subscription failures smoothly
Automatically update Microsoft Dynamics 365 CRM accounts and adjust opportunity stages when a Raisely donation is refunded or a subscription fails.
✉️
Extend your workflow to email marketing tools
Trigger automated welcome sequences in Mailchimp or Microsoft Outlook the moment a new Raisely supporter is logged in Microsoft Dynamics 365 CRM.
And much more...

Who is Microsoft Dynamics 365 CRM + Raisely integration for?

Connecting donor management with enterprise sales tracking enables non-profit teams and fundraising professionals to eliminate manual entry and keep campaign data accurate.

Fundraising Directors
Fundraising Directors
Donor Relations Managers
Donor Relations Managers
Finance Operations Teams
Finance Operations Teams
Campaign Coordinators
Campaign Coordinators
Sales Development Representatives
Sales Development Representatives
Grant and Compliance Officers
Grant and Compliance Officers
📈
Fundraising Directors
You're reviewing campaign metrics across platforms but your CRM reports only update when someone manually exports donation records, so the totals you're presenting to stakeholders are always outdated — this integration means every new donation lands in Microsoft Dynamics 365 CRM instantly and your campaign reporting stays current.
Donor Relations Managers
You manage high-value supporter accounts in Raisely but depend on sales teams to flag major contributions in Microsoft Dynamics 365 CRM, so high-touch outreach is delayed — automating both apps means every contribution triggers immediate CRM contact creation and your outreach team engages donors faster.
📊
Finance Operations Teams
You reconcile campaign revenue against sales pipeline projections every week, but manual data transcription leaves gaps between Raisely payments and Microsoft Dynamics 365 CRM accounts — connecting these apps means every financial transaction syncs across platforms and your revenue numbers match perfectly.
🔄
Campaign Coordinators
You handle hundreds of new supporter profiles during active fundraising pushes, but updating Microsoft Dynamics 365 CRM by hand creates duplicate records and slows down follow-up workflows — with this integration, supporter data flows automatically between systems without manual duplication.
🎯
Sales Development Representatives
You rely on marketing teams to hand over qualified leads generated from Raisely campaigns, but communication delays leave prospective donors waiting days for a response — automating both apps means leads appear in Microsoft Dynamics 365 CRM the moment a campaign interaction occurs.
📋
Grant and Compliance Officers
You need a complete, unblemished history of every donor interaction for auditing purposes, but manual data entry leaves missing fields in Microsoft Dynamics 365 CRM records — connecting these apps means every transaction and profile attribute logs reliably without omissions.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Raisely

Build and manage your Microsoft Dynamics 365 CRM + Raisely 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 + Raisely 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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How Integrately Works?

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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Raisely?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Raisely instantly using 1-click workflows or ask Integrately AI to build the automation. It links with apps like Mailchimp, Stripe, and Slack to streamline your fundraising operations.
Can I automatically sync new Raisely donations to Microsoft Dynamics 365 CRM contacts?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Raisely, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Raisely?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact creation during integration?
Frequently Asked Questions
How does Raisely trigger actions in connected apps?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Raisely?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Raisely integration free?
Frequently Asked Questions
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You Can Also Connect Microsoft Dynamics 365 CRM or Raisely With 1500+ Other Apps

Microsoft Dynamics 365 CRM
Popular Microsoft Dynamics 365 CRM Integrations
Connect Microsoft Dynamics 365 CRM to email marketing, customer support, and calendar tools to streamline your sales pipeline operations.
Raisely
Popular Raisely Integrations
Sync Raisely with accounting, payment processing, and survey tools to manage donor contributions and engagement effectively.
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