Microsoft Dynamics 365 CRM + Rocket.Chat Integration

Integrate Microsoft Dynamics 365 CRM to Rocket.Chat in one click, or tell Integrately AI how you want each lead handled. Qualify leads, notify your team on channels, create records, and trigger follow-ups automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
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
  • Rocket.Chat
    Message is posted anywhere in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to channel in Rocket.Chat Instant
  • Rocket.Chat
    Message is posted to private group in Rocket.Chat Instant
  • Rocket.Chat
    Channel is created in Rocket.Chat
  • Rocket.Chat
    Private group is created in Rocket.Chat
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
  • Rocket.Chat
    Send channel message in Rocket.Chat
  • Rocket.Chat
    Send direct message in Rocket.Chat
  • Rocket.Chat
    Send private group message in Rocket.Chat
  • Rocket.Chat
    Create channel in Rocket.Chat
  • Rocket.Chat
    Search Channel in Rocket.Chat
  • Rocket.Chat
    Create private group in Rocket.Chat

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Ready WorkflowsReady Workflows   for Microsoft Dynamics 365 CRM + Rocket.Chat Integration

Capture leads, notify team channels, send direct messages, alert groups, and trigger follow-ups, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Microsoft Dynamics 365 CRM + Rocket.Chat flow

Connect customer data to CRMs, document tools, and calendar scheduling to manage your pipeline after every sync. Pick a combination and activate it in one click.

Microsoft Dynamics 365 CRM
Rocket.Chat
+
SalesforceSalesforce (4)
+
Microsoft OutlookMicrosoft Outlook (4)
+
ZoomZoom (4)
+
Google DriveGoogle Drive (4)
+
Jira Software CloudJira Software Cloud (4)
+
DocuSignDocuSign (4)
M
S
R
Create a Salesforce lead from every Microsoft Dynamics 365 CRM lead, and notify your sales channel in Rocket.Chat.
New Microsoft Dynamics 365 CRM leads appear in Salesforce instantly while Rocket.Chat alerts your sales channel, removing manual data entry.
M
S
R
When a Microsoft Dynamics 365 CRM contact is updated, update the Salesforce record and alert your team in Rocket.Chat.
Contact changes in Microsoft Dynamics 365 CRM automatically update Salesforce and notify your team on Rocket.Chat.
M
S
R
When an account is created in Microsoft Dynamics 365 CRM, add a record in Salesforce and send a direct message in Rocket.Chat.
New accounts in Microsoft Dynamics 365 CRM are logged in Salesforce and owners receive a direct message in Rocket.Chat.
M
S
R
When an opportunity is updated in Microsoft Dynamics 365 CRM, update Salesforce and post to a Rocket.Chat channel.
Opportunity updates in Microsoft Dynamics 365 CRM sync to Salesforce and broadcast on Rocket.Chat channels.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Rocket.Chat

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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Rocket.Chat
Rocket.Chat Triggers & Actions
Instant
Message is posted anywhere in Rocket.Chat
Triggers the automation when a new message is posted anywhere
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Instant
Message is posted to channel in Rocket.Chat
Triggers the automation when a new message is posted to a channel
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Instant
Message is posted to private group in Rocket.Chat
Triggers the automation when a new message is posted to a private group
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Channel is created in Rocket.Chat
Triggers the automation when a new channel is created
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Private group is created in Rocket.Chat
Triggers the automation when a private group is created
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Send channel message in Rocket.Chat
Sends a message to a channel
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Send direct message in Rocket.Chat
Sends a private message to a recipient
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Send private group message in Rocket.Chat
Sends a private message to a selected group of users
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Create channel in Rocket.Chat
Creates a new channel
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Search Channel in Rocket.Chat
Searches for a channel
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Create private group in Rocket.Chat
Creates a new private group
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What can you automate with Microsoft Dynamics 365 CRM + Rocket.Chat?

Streamline your customer data workflows by connecting Microsoft Dynamics 365 CRM events directly to your Rocket.Chat communication channels.

What you can automate?
🔄
Sync new leads and contacts instantly
Trigger automated Rocket.Chat messages and database updates the moment a new lead or contact is created in Microsoft Dynamics 365 CRM. Your team stays informed without manual status checks.
📝
Capture every submitted custom field
Map complete form submissions, contact attributes, and custom metadata from Microsoft Dynamics 365 CRM into your notifications. Ensure your team sees all relevant details right inside Rocket.Chat.
🔔
Notify the right person immediately
Send targeted direct messages, private group alerts, or public channel notifications in Rocket.Chat based on specific Microsoft Dynamics 365 CRM triggers and account assignments.
🔀
Route records based on submitted criteria
Evaluate lead values, opportunity stages, or support case types in Microsoft Dynamics 365 CRM to direct notifications and tasks to different Rocket.Chat channels automatically.
📌
Keep destinations updated as data changes
Automatically propagate updates when contacts, accounts, or opportunities are modified in Microsoft Dynamics 365 CRM. Keep your communication channels synchronized with the latest CRM state.
🛡️
Prevent duplicate records and entries
Search existing databases before creating new entries in Microsoft Dynamics 365 CRM or connected tools. Maintain clean records while broadcasting clean notifications.
🏷️
Handle later status changes and closures
Automate workflows when support cases are resolved, sales orders are fulfilled, or quotes are updated in Microsoft Dynamics 365 CRM. Notify your team the moment a deal closes.
🔗
Extend your workflow to external tools
Connect Microsoft Dynamics 365 CRM and Rocket.Chat with powerful supporting apps like Salesforce, Jira, or Google Drive to build comprehensive multi-step business pipelines.
And much more...

Who is Microsoft Dynamics 365 CRM + Rocket.Chat integration for?

Operations teams, sales representatives, and support managers streamline client communication and CRM updates by connecting Microsoft Dynamics 365 CRM and Rocket.Chat.

Sales operations managers
Sales operations managers
Customer support agents
Customer support agents
Account managers
Account managers
Revenue operations teams
Revenue operations teams
Sales representatives
Sales representatives
Compliance and finance teams
Compliance and finance teams
📈
Sales operations managers
You track pipeline metrics and lead distribution in Microsoft Dynamics 365 CRM, but your team misses instant notifications because alerts remain trapped inside separate app silos — with this integration, every new lead and opportunity update triggers an instant Rocket.Chat channel alert so your team stays aligned.
Customer support agents
You manage incoming customer cases in Microsoft Dynamics 365 CRM, but finding out about urgent tickets requires constant manual monitoring, leading to delayed response times — automating both apps means every new case posts straight to your Rocket.Chat support channel so agents can jump in immediately.
🤝
Account managers
You coordinate client accounts and onboarding milestones in Microsoft Dynamics 365 CRM, but keeping stakeholders informed about status shifts involves tedious manual messaging — connecting these apps means every account update broadcasts directly to your team communication software for total visibility.
📊
Revenue operations teams
You oversee high volumes of sales orders and quote revisions in Microsoft Dynamics 365 CRM, but manual handoffs cause friction between departments — with this integration, every order creation and quote change syncs effortlessly and alerts the right internal chat groups without manual effort.
🎯
Sales representatives
You depend on timely lead handoffs from Microsoft Dynamics 365 CRM to initiate contact, but delays leave prospects waiting hours for a reply — automating both apps means direct messages land in your chat client the exact second a prospect record is created or assigned.
📋
Compliance and finance teams
You audit customer records, sales orders, and case histories in Microsoft Dynamics 365 CRM, but fragmented communication leaves audit trails incomplete — this integration means every critical business event generates verified chat notifications and synchronized database updates.
Our team

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Rocket.Chat

Build and manage your Microsoft Dynamics 365 CRM + Rocket.Chat 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 + Rocket.Chat 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 Rocket.Chat?
Frequently Asked Questions
You can connect Microsoft Dynamics 365 CRM to Rocket.Chat in 1-click using ready-made templates or ask Integrately AI to build your workflow. It links seamlessly with tools like Salesforce, Microsoft Outlook, and Google Drive without any coding.
Can I send Rocket.Chat messages whenever a new lead is created in Microsoft Dynamics 365 CRM?
Frequently Asked Questions
Can I connect Microsoft Dynamics 365 CRM, Rocket.Chat, and Salesforce?
Frequently Asked Questions
What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Rocket.Chat?
Frequently Asked Questions
How does Microsoft Dynamics 365 CRM handle contact updates in these automations?
Frequently Asked Questions
Can I send direct messages or channel messages in Rocket.Chat automatically?
Frequently Asked Questions
Do I need coding skills to automate Microsoft Dynamics 365 CRM and Rocket.Chat?
Frequently Asked Questions
Is the Microsoft Dynamics 365 CRM and Rocket.Chat integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Rocket.Chat With 1500+ Other Apps

Microsoft Dynamics 365 CRM
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Rocket.Chat
Popular Rocket.Chat Integrations
Connect Rocket.Chat to team collaboration, project management, and customer support tools to keep internal communication unified.