Connect and Integrate
Salesforce with Dynamics 365

Connect Salesforce to Dynamics 365 and watch how much smoother your workflows can become with automation.

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Easy Steps to Connect
Salesforce and Dynamics 365

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Select a trigger in Salesforce

Choose an event in Salesforce like “Opportunity Closed Won,” to set off your automation.

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Automate an Action in Dynamics 365

Connect your Dynamics 365 account and select an action like “Take action in Dynamics 365” to make your work flow.

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Customize the Workflow

Build your Salesforce - Dynamics 365 automations the way you want with an easy-to-use workflow builder tools that suits your needs.

Connect Salesforce and Dynamics 365
to Automate these Workflows

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Generate Xero Bills from new Salesforce Records

Let Salesforce and Xero handle the details—you focus on the big picture!

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Send SMS notifications via Twilio for new Salesforce Contacts

Let Salesforce + Twilio handle the hard work while you take it easy.

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Add targeted Gmail emails to Salesforce campaigns

Focus on what matters. Salesforce + Gmail handle the rest!

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Create Freshdesk contacts from Dynamics 365 CRM leads

Transform your workflow with Dynamics 365 & Freshdesk leading the way.

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Generate Freshdesk tickets for updated Dynamics 365 CRM contacts

Dynamics 365 and Freshdesk—because your workflow deserves an upgrade.

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Create Freshdesk contacts from new Dynamics 365 CRM leads

Dynamics 365 & Freshdesk working together means less stress, more success.

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Create Freshdesk companies from new Dynamics 365 CRM leads

Get more done with Dynamics 365 & Freshdesk—they’re a perfect match!

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Register Zoom attendees from Dynamics 365 CRM contacts

Put your workflow on autopilot. Dynamics 365 + Zoom are here to help!

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Register Zoom attendees for new Dynamics 365 CRM leads

Why struggle? Dynamics 365 + Zoom make every task easier to manage.

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Schedule Zoom meetings for Dynamics 365 CRM leads

Ready to boost productivity? Let Dynamics 365 + Zoom take over.

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Sync Zoom webinar registrants with Dynamics 365 CRM updates

Why struggle? Dynamics 365 + Zoom make every task easier to manage.

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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that helps businesses streamline sales, service, marketing, and commerce operations. It helps teams to manage customer interactions, automate workflows, and build custom apps on the Salesforce Lightning platform. With AI-powered tools like Salesforce Einstein, it is a popular CRM that supports data-driven decisions, making it ideal for businesses of all sizes.
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About Dynamics 365

Dynamics 365 is a cloud-based suite of intelligent business applications developed by Microsoft like Power BI and Azure Logic Apps. It combines enterprise resource planning (ERP) and customer relationship management (CRM) functions, offering tools for sales, marketing, customer service, finance, operations, and more.
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