Microsoft Dynamics 365 CRM + Simpro Integration

Integrate Microsoft Dynamics 365 CRM to Simpro in one click, or tell Integrately AI how you want each lead handled. Sync contacts and accounts, create service jobs, update customer records, and trigger follow-ups automatically.

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Sales order is created in Microsoft Dynamics 365 CRM
Contact is updated in Microsoft Dynamics 365 CRM
Contact is created in Microsoft Dynamics 365 CRM
Account is created in Microsoft Dynamics 365 CRM
Account is updated in Microsoft Dynamics 365 CRM
Opportunity is created in Microsoft Dynamics 365 CRM
Opportunity is updated in Microsoft Dynamics 365 CRM
Case is created in Microsoft Dynamics 365 CRM
Case is updated in Microsoft Dynamics 365 CRM
Lead is created in Microsoft Dynamics 365 CRM
Lead is updated in Microsoft Dynamics 365 CRM
Quote is updated in Microsoft Dynamics 365 CRM
Invoice is updated in Simpro Instant
Recurring invoice is updated in Simpro Instant
Recurring invoice is created in Simpro Instant
Invoice is created in Simpro Instant
Contact is created in Simpro Instant
Job is created in Simpro Instant
Company customer created in Simpro Instant
Job is updated in Simpro Instant
Company customer updated in Simpro Instant
Site is created in Simpro Instant
Site is updated in Simpro Instant
Individual customer created in Simpro Instant
Individual customer updated in Simpro Instant
Quote is created in Simpro Instant
Quote is updated in Simpro Instant

Create lead in Microsoft Dynamics 365 CRM
Update lead in Microsoft Dynamics 365 CRM
Search lead in Microsoft Dynamics 365 CRM
Create contact in Microsoft Dynamics 365 CRM
Update contact in Microsoft Dynamics 365 CRM
Create account in Microsoft Dynamics 365 CRM
Search account in Microsoft Dynamics 365 CRM
Update account in Microsoft Dynamics 365 CRM
Search contact in Microsoft Dynamics 365 CRM
Search Currency in Microsoft Dynamics 365 CRM
Create case in Microsoft Dynamics 365 CRM
Update case in Microsoft Dynamics 365 CRM
Search case in Microsoft Dynamics 365 CRM
Get account by ID in Microsoft Dynamics 365 CRM
Update lead in Simpro
Update contact in Simpro
Create lead in Simpro
Get contact by ID in Simpro
Create individual customer in Simpro
Search individual customer in Simpro
Search company customer in Simpro
Create contact in Simpro
Create company customer in Simpro
Create service job in Simpro
Search job in Simpro
Create site in Simpro
Search contact in Simpro
Search site in Simpro
Create service quote in Simpro
Search quote in Simpro
Create activity schedule block in Simpro

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Ready Workflows for Microsoft Dynamics 365 CRM + Simpro Integration

Create service jobs from new leads, update company customers, keep individual customer profiles synced, and notify your field team, all in just one click.

Create simPRO individual customer for new Microsoft Dynamics 365 CRM contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Dynamics 365 CRM - simPRO integration, anytime a new Microsoft Dynamics 365 CRM contact is created, an simPRO individual customer should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

Create Microsoft Dynamics 365 CRM contact for new simPRO individual customer

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this simPRO - Microsoft Dynamics 365 CRM integration, anytime a new simPRO individual customer is created, an Microsoft Dynamics 365 CRM contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.

Activate

When Individual customer created in simPRO > Check condition > Create contact in Microsoft Dynamics 365 CRM

Simpro + Microsoft Dynamics 365 CRM Integration

Activate

When Individual customer created in simPRO > Check condition > Create lead in Microsoft Dynamics 365 CRM

Simpro + Microsoft Dynamics 365 CRM Integration

Activate

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create individual customer in simPRO

Microsoft Dynamics 365 CRM + Simpro Integration

Activate

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create individual customer in simPRO

Microsoft Dynamics 365 CRM + Simpro Integration

Activate

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

Send instant notifications, log financial records, and sync customer data across your entire tech stack. Pick a combination and activate it in one click.

Microsoft Outlook (8)

QuickBooks Online (8)

Slack (8)

Stripe (8)

Twilio (8)

Google Sheets (8)

Add every new Microsoft Dynamics 365 CRM contact to Simpro, and send a confirmation email in Microsoft Outlook.

New Microsoft Dynamics 365 CRM contacts appear in Simpro within seconds and your team hears about it in Microsoft Outlook, so nobody re-types contact details.

When a Simpro job is created, update the Microsoft Dynamics 365 CRM account and send a notification email in Microsoft Outlook.

Simpro job updates instantly refresh Microsoft Dynamics 365 CRM accounts and notify managers via Microsoft Outlook.

If a Microsoft Dynamics 365 CRM lead is updated, create a service quote in Simpro and email the update in Microsoft Outlook.

Updated lead details in Microsoft Dynamics 365 CRM trigger a new Simpro service quote and an email alert in Microsoft Outlook.

Create a Simpro service job for every new Microsoft Dynamics 365 CRM opportunity, and email the team in Microsoft Outlook.

New Microsoft Dynamics 365 CRM opportunities automatically generate Simpro service jobs and notify teams via Microsoft Outlook.

When an account is created in Microsoft Dynamics 365 CRM, add a company customer in Simpro and send an email alert in Microsoft Outlook.

New Microsoft Dynamics 365 CRM accounts become Simpro company customers automatically with email confirmation in Microsoft Outlook.

When a Simpro invoice is created, update the Microsoft Dynamics 365 CRM case and email the finance team in Microsoft Outlook.

Simpro invoices update Microsoft Dynamics 365 CRM cases and trigger finance email notifications in Microsoft Outlook.

Use Claude to analyse every new Microsoft Dynamics 365 CRM lead, create a Simpro service quote, and email the summary in Microsoft Outlook.

Claude evaluates new Microsoft Dynamics 365 CRM leads, generates a Simpro service quote, and emails the summary via Microsoft Outlook.

Turn every Microsoft Dynamics 365 CRM case into a Simpro service job, create a follow-up task in Asana, and email the team in Microsoft Outlook.

Microsoft Dynamics 365 CRM cases create Simpro service jobs, schedule Asana tasks, and email teams via Microsoft Outlook.

Create a QuickBooks Online customer for every new Simpro company customer, and update Microsoft Dynamics 365 CRM accounts.

Simpro company customers instantly generate QuickBooks Online customers and update Microsoft Dynamics 365 CRM records.

When an invoice is created in Simpro, record it in QuickBooks Online and update the Microsoft Dynamics 365 CRM case.

Simpro invoices automatically generate QuickBooks Online sales receipts and update Microsoft Dynamics 365 CRM cases.

If a Microsoft Dynamics 365 CRM quote is updated, generate a QuickBooks Online estimate and create a Simpro service quote.

Updated Microsoft Dynamics 365 CRM quotes create QuickBooks Online estimates and Simpro service quotes.

Create a QuickBooks Online invoice for every new Microsoft Dynamics 365 CRM order, and update the Simpro job.

Microsoft Dynamics 365 CRM sales orders create QuickBooks Online invoices and update Simpro jobs.

When a Simpro recurring invoice is created, add a QuickBooks Online sales receipt and update Microsoft Dynamics 365 CRM.

Simpro recurring invoices automatically add QuickBooks Online sales receipts and update Microsoft Dynamics 365 CRM records.

When a QuickBooks Online payment is received, update the Simpro invoice and close the Microsoft Dynamics 365 CRM opportunity.

Paid QuickBooks Online invoices update Simpro billing records and close Microsoft Dynamics 365 CRM opportunities.

Use ChatGPT to categorize QuickBooks Online expenses, update Simpro job costs, and log records in Microsoft Dynamics 365 CRM.

ChatGPT categorizes QuickBooks Online expenses to update Simpro job costs and Microsoft Dynamics 365 CRM records.

Turn every QuickBooks Online paid invoice into a Simpro service job, create an Asana task, and update Microsoft Dynamics 365 CRM.

Paid QuickBooks Online invoices generate Simpro service jobs, Asana follow-up tasks, and Microsoft Dynamics 365 CRM updates.

Add every new Microsoft Dynamics 365 CRM lead to Simpro, and notify your sales channel in Slack.

New Microsoft Dynamics 365 CRM leads create Simpro records instantly while Slack alerts your sales channel.

When a Simpro job is created, update the Microsoft Dynamics 365 CRM account and post an update in Slack.

Simpro job creation updates Microsoft Dynamics 365 CRM accounts and posts team notifications in Slack.

If a Microsoft Dynamics 365 CRM case is updated, create a Simpro service job and alert support in Slack.

Updated Microsoft Dynamics 365 CRM cases create Simpro service jobs and send Slack alerts to support.

Create a Simpro service quote for every new Microsoft Dynamics 365 CRM opportunity, and announce it in Slack.

New Microsoft Dynamics 365 CRM opportunities generate Simpro service quotes and team announcements in Slack.

When a Simpro quote is created, update the Microsoft Dynamics 365 CRM account and notify the team in Slack.

New Simpro quotes update Microsoft Dynamics 365 CRM accounts and trigger Slack notifications.

When a Simpro job is updated, update the Microsoft Dynamics 365 CRM case and post the update to your revenue channel in Slack.

Simpro job updates refresh Microsoft Dynamics 365 CRM cases and post alerts to Slack channels.

Use Claude to summarise every new Microsoft Dynamics 365 CRM lead, create a Simpro service quote, and post the brief in Slack.

Claude summarises Microsoft Dynamics 365 CRM leads, creates Simpro service quotes, and posts briefs in Slack.

Turn every won Microsoft Dynamics 365 CRM opportunity into a Simpro service job, create an Asana task, and announce it in Slack.

Won Microsoft Dynamics 365 CRM opportunities create Simpro service jobs, Asana tasks, and Slack announcements.

Create a Stripe customer for every new Microsoft Dynamics 365 CRM account, and update Simpro records.

New Microsoft Dynamics 365 CRM accounts generate Stripe customer profiles and update Simpro records.

When a Stripe payment succeeds, create a Simpro service job and update the Microsoft Dynamics 365 CRM opportunity.

Successful Stripe payments generate Simpro service jobs and update Microsoft Dynamics 365 CRM opportunities.

If a Stripe subscription is updated, update the Simpro recurring invoice and Microsoft Dynamics 365 CRM account.

Updated Stripe subscriptions refresh Simpro recurring invoices and Microsoft Dynamics 365 CRM accounts.

Create a Stripe invoice for every new Microsoft Dynamics 365 CRM order, and update the Simpro job.

Microsoft Dynamics 365 CRM sales orders create Stripe invoices and update Simpro jobs.

When a Simpro invoice is created, generate a Stripe payment link and update the Microsoft Dynamics 365 CRM case.

Simpro invoices generate Stripe payment links and update Microsoft Dynamics 365 CRM cases.

When a Stripe payment fails, update the Simpro invoice and update the Microsoft Dynamics 365 CRM account status.

Failed Stripe payments update Simpro invoices and flag Microsoft Dynamics 365 CRM accounts.

Use Claude to analyze failed Stripe payments, update Simpro invoices, and log risk notes in Microsoft Dynamics 365 CRM.

Claude analyzes failed Stripe payments to update Simpro invoices and log risk notes in Microsoft Dynamics 365 CRM.

Turn every successful Stripe subscription into a Simpro service job, create an Asana task, and update Microsoft Dynamics 365 CRM.

Successful Stripe subscriptions generate Simpro service jobs, Asana onboarding tasks, and Microsoft Dynamics 365 CRM updates.

Add every new Microsoft Dynamics 365 CRM lead to Simpro, and send an SMS notification via Twilio.

New Microsoft Dynamics 365 CRM leads create Simpro records while Twilio sends instant SMS notifications.

When a Simpro job is created, update the Microsoft Dynamics 365 CRM account and send a confirmation SMS via Twilio.

Simpro job creation updates Microsoft Dynamics 365 CRM accounts and triggers client SMS confirmations via Twilio.

If a Microsoft Dynamics 365 CRM case is updated, create a Simpro service job and send an SMS alert via Twilio.

Updated Microsoft Dynamics 365 CRM cases create Simpro service jobs and send technician SMS alerts via Twilio.

Create a Simpro service quote for every new Microsoft Dynamics 365 CRM opportunity, and text the manager via Twilio.

New Microsoft Dynamics 365 CRM opportunities generate Simpro service quotes and manager SMS alerts via Twilio.

When a Simpro quote is created, update the Microsoft Dynamics 365 CRM account and send an SMS update via Twilio.

New Simpro quotes update Microsoft Dynamics 365 CRM accounts and trigger client SMS updates via Twilio.

When a Simpro job is updated, update the Microsoft Dynamics 365 CRM case and send a status SMS via Twilio.

Simpro job updates refresh Microsoft Dynamics 365 CRM cases and send client status SMS via Twilio.

Use Claude to draft customer SMS messages from Microsoft Dynamics 365 CRM leads, create Simpro quotes, and send via Twilio.

Claude drafts personalized SMS messages from Microsoft Dynamics 365 CRM leads, creates Simpro quotes, and sends via Twilio.

Turn every won Microsoft Dynamics 365 CRM opportunity into a Simpro service job, create an Asana task, and text the team via Twilio.

Won Microsoft Dynamics 365 CRM opportunities create Simpro service jobs, Asana tasks, and Twilio SMS alerts.

Add every new Microsoft Dynamics 365 CRM lead to Simpro, and log the details in Google Sheets.

New Microsoft Dynamics 365 CRM leads create Simpro records while logging complete details in Google Sheets.

When a Simpro job is created, update the Microsoft Dynamics 365 CRM account and log the job in Google Sheets.

Simpro job creation updates Microsoft Dynamics 365 CRM accounts and adds tracking rows in Google Sheets.

If a Microsoft Dynamics 365 CRM case is updated, create a Simpro service job and log the update in Google Sheets.

Updated Microsoft Dynamics 365 CRM cases create Simpro service jobs and log updates in Google Sheets.

Create a Simpro service quote for every new Microsoft Dynamics 365 CRM opportunity, and log it in Google Sheets.

New Microsoft Dynamics 365 CRM opportunities generate Simpro service quotes and spreadsheet logs in Google Sheets.

When a Simpro quote is created, update the Microsoft Dynamics 365 CRM account and log data in Google Sheets.

New Simpro quotes update Microsoft Dynamics 365 CRM accounts and record entries in Google Sheets.

When a Simpro job is updated, update the Microsoft Dynamics 365 CRM case and record milestone metrics in Google Sheets.

Simpro job updates refresh Microsoft Dynamics 365 CRM cases and log progress rows in Google Sheets.

Use Claude to evaluate Microsoft Dynamics 365 CRM lead quality, create Simpro quotes, and log insights in Google Sheets.

Claude evaluates Microsoft Dynamics 365 CRM leads, generates Simpro quotes, and logs insights in Google Sheets.

Turn every won Microsoft Dynamics 365 CRM opportunity into a Simpro service job, create an Asana task, and log it in Google Sheets.

Won Microsoft Dynamics 365 CRM opportunities create Simpro service jobs, Asana tasks, and Google Sheets audit logs.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Simpro

Mix and match to build the exact automation you need

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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Simpro Triggers & Actions

Instant

Invoice is updated in Simpro

Triggers the automation when existing invoice is updated.

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Instant

Recurring invoice is updated in Simpro

Triggers the automation when a existing recurring invoice is updated.

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Instant

Recurring invoice is created in Simpro

Triggers the automation when a new recurring invoice is created

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Instant

Invoice is created in Simpro

Triggers the automation when a new invoice is created

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Instant

Contact is created in Simpro

Triggers the automation when a new contact is created.

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Instant

Job is created in Simpro

Triggers the automation when a new job is created

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Instant

Company customer created in Simpro

Triggers the automation when a new customer is created within the company's database

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Instant

Job is updated in Simpro

Triggers the automation when a job is updated

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Instant

Company customer updated in Simpro

Triggers the automation when a company's customer information is updated

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Instant

Site is created in Simpro

Triggers the automation when a new site is created

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Instant

Site is updated in Simpro

Triggers the automation when a site is updated

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Instant

Individual customer created in Simpro

Triggers the automation when a new individual customer is added

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Instant

Individual customer updated in Simpro

Triggers the automation when a customer's information is updated

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Instant

Quote is created in Simpro

Triggers the automation when a new quote is created

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Instant

Quote is updated in Simpro

Triggers the automation when any quote is updated

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

Streamline your entire customer lifecycle by connecting Microsoft Dynamics 365 CRM sales data directly to Simpro field service operations.

Get Started For Free

🚀

Create Simpro jobs from Microsoft Dynamics 365 CRM leads

Automatically generate a new Simpro service job or quote the moment a lead or opportunity is created in Microsoft Dynamics 365 CRM. Eliminate double data entry between your sales and field teams.

📝

Capture every submitted contact and account field

Map all custom contact details, site addresses, and account attributes from Microsoft Dynamics 365 CRM directly into Simpro without losing critical project requirements.

🔔

Alert your field team instantly on Slack or SMS

Trigger instant channel messages or text notifications whenever a new Microsoft Dynamics 365 CRM opportunity turns into a Simpro service job. Keep mobile technicians informed in real time.

🔀

Route quotes based on submitted opportunity values

Send high-value Microsoft Dynamics 365 CRM opportunities to senior Simpro estimators while routine service requests go directly to standard scheduling queues.

🔄

Keep customer records synchronized as details change

Whenever contact information or account statuses are updated in Microsoft Dynamics 365 CRM, automatically apply those changes to your Simpro customer profiles.

🛡️

Prevent duplicate entries with smart lookups

Search existing Simpro individual or company customers before creating new records, ensuring your database stays clean and free of duplicate profiles.

💳

Handle billing updates and invoice milestones

Sync invoice creation and payment updates between Simpro and Microsoft Dynamics 365 CRM automatically, keeping your finance and sales teams perfectly aligned.

📊

Log operational data in Google Sheets

Extend your Microsoft Dynamics 365 CRM and Simpro workflow by automatically logging every new job, quote, or customer update into Google Sheets for custom reporting.

And much more...

Who is Microsoft Dynamics 365 CRM + Simpro integration for?

Connecting Microsoft Dynamics 365 CRM and Simpro eliminates manual data entry, keeping sales pipelines and field service operations perfectly synchronized for growing teams.

Operations managers

Field service coordinators

Account executives

Sales operations leads

Service dispatchers

Project managers

📈

Operations managers

You're running field service operations based on Microsoft Dynamics 365 CRM sales data, but your team only updates records manually, so the project spreadsheets you're reviewing are always a few hours behind — this integration means every new lead lands in Simpro instantly and your operational metrics stay current.

⚡

Field service coordinators

You need to dispatch technicians the moment a Microsoft Dynamics 365 CRM opportunity closes, but manual handoffs cause scheduling delays, so jobs start late and clients get frustrated — connecting these apps means every won deal generates a Simpro service job automatically and dispatch happens without delay.

🤝

Account executives

You answer to clients who want immediate progress updates on their service quotes, but your CRM and job management tools don't talk to each other, so you spend hours cross-referencing records — with this integration, every Simpro quote update reflects in your Microsoft Dynamics 365 CRM account instantly.

📊

Sales operations leads

The volume of new leads and opportunities coming into Microsoft Dynamics 365 CRM is too high for anyone to keep up by hand, so contact records get missed and follow-ups stall — automating both apps means every lead is processed and routed to Simpro the second it arrives.

🔧

Service dispatchers

You own the scheduling phase and depend on sales reps to hand over complete customer details from Microsoft Dynamics 365 CRM, but important site data is frequently left out — integrating these apps means every contact and account transfers seamlessly into Simpro with all submitted fields intact.

📋

Project managers

You need a reliable audit history for every client account, but finding gaps between Microsoft Dynamics 365 CRM and Simpro takes up hours of your week — automating both apps means every status change and job update is logged consistently across your entire stack.

Try This Integration – No Code Needed

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Why choose Integrately to automate Microsoft Dynamics 365 CRM + Simpro

Build and manage your Microsoft Dynamics 365 CRM + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected

Connect Microsoft Dynamics 365 CRM + Simpro with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.

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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.

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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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Frequently Asked Questions

How do I connect Microsoft Dynamics 365 CRM to Simpro?

You can connect Microsoft Dynamics 365 CRM to Simpro in one click using pre-built templates or ask Integrately AI to build your custom workflow. It connects seamlessly with apps like Microsoft Outlook, Slack, and Google Sheets.

Can I automatically create Simpro service jobs from Microsoft Dynamics 365 CRM leads?

Can I connect Microsoft Dynamics 365 CRM, Simpro, and QuickBooks Online?

What is a good Zapier alternative for Microsoft Dynamics 365 CRM and Simpro?

How does Microsoft Dynamics 365 CRM handle lead and contact updates here?

Can Simpro trigger updates when job statuses change?

Do I need coding skills to automate Microsoft Dynamics 365 CRM and Simpro?

Is the Microsoft Dynamics 365 CRM and Simpro integration free?

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You Can Also Connect Microsoft Dynamics 365 CRM or Simpro With 1500+ Other Apps

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Microsoft Dynamics 365 CRM + Simpro Integration

Integrate Microsoft Dynamics 365 CRM to Simpro in one click, or tell Integrately AI how you want each lead handled. Sync contacts and accounts, create service jobs, update customer records, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Simpro Integration

Create service jobs from new leads, update company customers, keep individual customer profiles synced, and notify your field team, all in just one click.

Create simPRO individual customer for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new simPRO individual customer

When Individual customer created in simPRO > Check condition > Create contact in Microsoft Dynamics 365 CRM

When Individual customer created in simPRO > Check condition > Create lead in Microsoft Dynamics 365 CRM

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create individual customer in simPRO

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create individual customer in simPRO

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 + Simpro flow

Send instant notifications, log financial records, and sync customer data across your entire tech stack. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Simpro

Mix and match to build the exact automation you need

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

Streamline your entire customer lifecycle by connecting Microsoft Dynamics 365 CRM sales data directly to Simpro field service operations.

Who is Microsoft Dynamics 365 CRM + Simpro integration for?

Connecting Microsoft Dynamics 365 CRM and Simpro eliminates manual data entry, keeping sales pipelines and field service operations perfectly synchronized for growing teams.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Simpro

Build and manage your Microsoft Dynamics 365 CRM + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Simpro With 1500+ Other Apps

Automate Your Tedious Tasks
With A Single Click

It's so easy a caveman could do it.

Microsoft Dynamics 365 CRM + Simpro Integration

Integrate Microsoft Dynamics 365 CRM to Simpro in one click, or tell Integrately AI how you want each lead handled. Sync contacts and accounts, create service jobs, update customer records, and trigger follow-ups automatically.

Trusted by experts at...

Ready Workflows for Microsoft Dynamics 365 CRM + Simpro Integration

Create service jobs from new leads, update company customers, keep individual customer profiles synced, and notify your field team, all in just one click.

Create simPRO individual customer for new Microsoft Dynamics 365 CRM contact

Create Microsoft Dynamics 365 CRM contact for new simPRO individual customer

When Individual customer created in simPRO > Check condition > Create contact in Microsoft Dynamics 365 CRM

When Individual customer created in simPRO > Check condition > Create lead in Microsoft Dynamics 365 CRM

When Contact is created in Microsoft Dynamics 365 CRM > Check condition > Create individual customer in simPRO

When Lead is created in Microsoft Dynamics 365 CRM > Check condition > Create individual customer in simPRO

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 + Simpro flow

Send instant notifications, log financial records, and sync customer data across your entire tech stack. Pick a combination and activate it in one click.

Supported triggers and actions for Microsoft Dynamics 365 CRM and Simpro

Mix and match to build the exact automation you need

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

Streamline your entire customer lifecycle by connecting Microsoft Dynamics 365 CRM sales data directly to Simpro field service operations.

Who is Microsoft Dynamics 365 CRM + Simpro integration for?

Connecting Microsoft Dynamics 365 CRM and Simpro eliminates manual data entry, keeping sales pipelines and field service operations perfectly synchronized for growing teams.

Did you know?

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

Why choose Integrately to automate Microsoft Dynamics 365 CRM + Simpro

Build and manage your Microsoft Dynamics 365 CRM + Simpro automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

How Integrately Works?

Trusted by 42,000+ Customers

Frequently Asked Questions

Want to automate something else in your workflow?

You Can Also Connect Microsoft Dynamics 365 CRM or Simpro With 1500+ Other Apps

Automate Your Tedious Tasks With A Single Click

It's so easy a caveman could do it.

Automate Your Tedious Tasks
With A Single Click