Microsoft Dynamics 365 CRM + Razorpay Integration

Integrate Microsoft Dynamics 365 CRM to Razorpay in one click, or tell Integrately AI how you want each order handled. Generate payment links, update customer records, log transactions, 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
  • Razorpay
    Payment is captured in Razorpay Instant
  • Razorpay
    Payment is failed in Razorpay Instant
  • Razorpay
    Order is paid in Razorpay Instant
  • Razorpay
    Payment link is paid in Razorpay Instant
  • Razorpay
    Payment is authorized in Razorpay Instant
  • Razorpay
    Invoice is partially paid in Razorpay Instant
  • Razorpay
    Refund is processed in Razorpay Instant
  • Razorpay
    Invoice is expired in Razorpay Instant
  • Razorpay
    Payment link is expired in Razorpay Instant
  • Razorpay
    Payment Link is cancelled in Razorpay Instant
  • Razorpay
    Payment is dispute created in Razorpay Instant
  • Razorpay
    Refund speed is changed in Razorpay Instant
  • Razorpay
    Payment link is partially paid in Razorpay Instant
  • Razorpay
    Payment dispute lost in Razorpay Instant
  • Razorpay
    Payment dispute won in Razorpay Instant
  • Razorpay
    Payment dispute closed in Razorpay Instant
  • Razorpay
    Invoice is paid in Razorpay Instant
  • Razorpay
    Refund is created in Razorpay 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
  • Razorpay
    Create customer in Razorpay
  • Razorpay
    Update customer in Razorpay
  • Razorpay
    Create payment Link in Razorpay
  • Razorpay
    Create order in Razorpay
  • Razorpay
    Update order in Razorpay
  • Razorpay
    Get order by id in Razorpay
  • Razorpay
    Create invoice in Razorpay
  • Razorpay
    Get invoice by id in Razorpay
  • Razorpay
    Create subscription in Razorpay
  • Razorpay
    Update subscription in Razorpay
  • Razorpay
    Create plan in Razorpay
  • Razorpay
    Create item in Razorpay
  • Razorpay
    Update item in Razorpay

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

Capture sales orders, generate payment links, keep customers updated, alert your finance team, and track invoices, all in just one click.

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

Create Razorpay 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 Razorpay 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 Razorpay.

This will keep all of your lead data in one place, making it easier to send out marketing emails.
See more
  • 1of1
Got a different task in mind? Describe it

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 + Razorpay flow

Sync financial data, notify your team, update CRM records, and trigger email follow-ups after payments complete. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Razorpay
+
SalesforceSalesforce (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
HubspotHubspot (3)
+
MailchimpMailchimp (3)
+
SlackSlack (3)
+
Google SheetsGoogle Sheets (3)
M
R
S
Create a Razorpay order when a sales order is created in Microsoft Dynamics 365 CRM, and add the lead in Salesforce
Sales orders in Microsoft Dynamics 365 CRM automatically generate a Razorpay order and create a corresponding lead in Salesforce without manual re-entry.
R
M
S
When a Razorpay payment is captured, update the contact in Microsoft Dynamics 365 CRM and update the lead in Salesforce
Successful Razorpay payments immediately update contact records in Microsoft Dynamics 365 CRM and update the matching lead in Salesforce.
R
M
S
When a Razorpay payment fails, update the account in Microsoft Dynamics 365 CRM and create a task in Salesforce
Failed Razorpay payments update account details in Microsoft Dynamics 365 CRM and create a follow-up task in Salesforce for your sales team.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Razorpay

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
Try it →
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
Try it →
Case is created in Microsoft Dynamics 365 CRM
Triggers the automation when a new case is created
Try it →
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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Razorpay
Razorpay Triggers & Actions
Instant
Payment is captured in Razorpay
Triggers the automation when a payment is captured
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Instant
Payment is failed in Razorpay
Triggers the automation when a payment fails
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Instant
Order is paid in Razorpay
Triggers the automation when payment is made for any order
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Instant
Payment link is paid in Razorpay
Triggers the automation when payment is successfully made using a link
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Instant
Payment is authorized in Razorpay
Triggers the automation when a payment is authorized
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Instant
Invoice is partially paid in Razorpay
Triggers the automation when an invoice is partially paid
Try it →
Instant
Refund is processed in Razorpay
Triggers the automation when a refund is processed
Try it →
Instant
Invoice is expired in Razorpay
Triggers the automation when the validity of an invoice expires
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Instant
Payment link is expired in Razorpay
Triggers the automation when a payment link expires
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Instant
Payment Link is cancelled in Razorpay
Triggers the automation when a payment link is cancelled
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Instant
Payment is dispute created in Razorpay
Triggers the automation when a payment dispute is created
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Instant
Refund speed is changed in Razorpay
Triggers the automation when the refund speed is changed
Try it →
Instant
Payment link is partially paid in Razorpay
Triggers the automation when a payment link is paid
Try it →
Instant
Payment dispute lost in Razorpay
Triggers the automation when a payment dispute is lost
Try it →
Instant
Payment dispute won in Razorpay
Triggers the automation when a payment dispute is won
Try it →
Instant
Payment dispute closed in Razorpay
Triggers the automation when a payment dispute is resolved and closed
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Instant
Invoice is paid in Razorpay
Triggers the automation when an invoice is marked as paid
Try it →
Instant
Refund is created in Razorpay
Triggers the automation when a refund is initiated
Try it →
Create customer in Razorpay
Adds a new customer to the database
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Update customer in Razorpay
Updates a customer's information
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Create payment Link in Razorpay
Generates secure payment links for customers to make transactions
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Create order in Razorpay
Creates a new order
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Update order in Razorpay
Updates the status and details of an existing order
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Get order by id in Razorpay
Retrieves an order by its id
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Create invoice in Razorpay
Generates invoices for sales transactions
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Get invoice by id in Razorpay
Retrieves a invoice using its id
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Create subscription in Razorpay
Enrolls users in a subscription service
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Update subscription in Razorpay
Updates the subscription details
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Create plan in Razorpay
Generates a new plan based on user input
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Create item in Razorpay
Generates a new item
Try it →
Update item in Razorpay
Updates an item with new information
Try it →

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

Streamline your order processing and payment workflows by connecting Microsoft Dynamics 365 CRM and Razorpay.

What you can automate?
💳
Create Razorpay orders from Microsoft Dynamics 365 CRM sales orders
Automatically generate a Razorpay order the moment a new sales order is created in Microsoft Dynamics 365 CRM. Remove manual data entry and start collecting payments faster.
📋
Capture every order field and customer detail
Map all submitted order attributes and customer metadata between Microsoft Dynamics 365 CRM and Razorpay. Keep your customer records detailed and complete.
🔔
Alert your team instantly upon payment capture
Send instant notifications to your finance or sales channel the moment a Razorpay payment is captured. Keep your entire team informed of incoming revenue.
🔀
Route transactions based on payment status
Trigger different follow-up actions depending on whether a Razorpay payment succeeds or fails. Handle successful orders and payment roadblocks automatically.
🔄
Keep customer records updated as payments change
Automatically update contact and account details in Microsoft Dynamics 365 CRM whenever payment statuses or subscription details change in Razorpay.
🔍
Search and update existing records to prevent duplicates
Search for existing contacts or accounts in Microsoft Dynamics 365 CRM before creating new records, ensuring your database stays clean and organized.
⚠️
Handle refunds and payment disputes smoothly
Automatically update case records and lead statuses in Microsoft Dynamics 365 CRM whenever Razorpay processes a refund or a dispute event occurs.
💬
Extend payment workflows to team messaging apps
Connect Microsoft Dynamics 365 CRM and Razorpay with Slack to broadcast payment updates, milestone achievements, and billing alerts directly to your team.
And much more...

Who is Microsoft Dynamics 365 CRM + Razorpay integration for?

Connecting Microsoft Dynamics 365 CRM and Razorpay eliminates manual data entry between your sales pipeline and payment gateway, helping revenue teams operate without delays.

Revenue operations leaders
Revenue operations leaders
Support specialists
Support specialists
Account managers
Account managers
Billing teams
Billing teams
Sales representatives
Sales representatives
Finance managers
Finance managers
📈
Revenue operations leaders
You review sales and payment metrics to make strategic decisions, but your reports rely on manual exports that leave numbers hours out of date — with this integration, every transaction updates instantly and your analytics stay accurate.
Support specialists
You need to resolve failed transactions quickly when customers reach out, but payment alerts arrive too late in your queue — automating both apps means payment failures trigger immediate notifications so you can assist customers right away.
🤝
Account managers
You report on client onboarding and payment milestones to stakeholders, but piecing together records from separate tools creates blind spots — connecting these apps means every payment status is reflected in your CRM without manual tracking.
📊
Billing teams
You manage high volumes of invoices and orders every day, but copying details by hand between systems causes bottlenecks — automating both apps means orders and payments sync instantly across your workflow.
🎯
Sales representatives
You depend on finance teams to confirm when customer orders are paid before moving deals forward, but communication lags slow down your pipeline — this integration means deal stages update automatically the moment a payment is captured.
🗂️
Finance managers
You need a reliable audit trail of every customer interaction and payment, but manual data entry introduces missing records — automating both apps means your customer and transaction histories remain complete and error-free.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Razorpay

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

1
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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Razorpay?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Razorpay in 1-click using ready templates or by asking Integrately AI to build your automation. It takes seconds to link your accounts along with apps like Salesforce, Slack, and Google Sheets.
Can I automatically create Razorpay orders when sales orders are created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Razorpay, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Razorpay?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contacts and leads in this integration?
Frequently Asked Questions
How does Razorpay handle payment captures and failures with Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Razorpay?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Razorpay integration free?
Frequently Asked Questions
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