STEP 1
Select Microsoft Dynamics CRM in workflow
Pick Microsoft Dynamics CRM app in the workflow builder [4] - just one click to select the app.
Microsoft Dynamics CRM Integration
CRM on Dataverse — generic table CRUD, search, and record watches for Dynamics 365 and Power Apps. Keep Microsoft Dynamics CRM contacts, deals, and pipeline activity synchronized with the rest of your stack. When Watch Records fires, automatically continue with Describe Table or Get Account.
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- GDPR
- Data Encryption
- 2FA
- Local Data Region
Supported triggers and actions for Microsoft Dynamics CRM integration
Triggers can detect changes in Microsoft Dynamics CRM and run actions that can create, search or modify data inside Microsoft Dynamics CRM automatically [3] — exactly how you set them.
- Watch RecordsTriggers when rows of the selected table are created or updated.
- Describe TableReturns metadata for one table.
- Get AccountReturns a single account.
- Get AppointmentReturns a single appointment.
- Get CaseReturns a single case.
- Get ContactReturns a single contact.
- Get EmailReturns a single email.
- Get LeadReturns a single lead.
- Get OpportunityReturns a single opportunity.
- Get Phone CallReturns a single phone call.
- Get RecordReturns a single row by ID.
- Get Related RecordsRetrieves related rows across a collection-valued relationship.
- Get TaskReturns a single task.
- Get UserReturns a single user.
- List AccountsRetrieves a list of accounts.
- List AppointmentsRetrieves a list of appointments.
- List CasesRetrieves a list of cases.
- List ColumnsRetrieves column definitions for a table.
- List ContactsRetrieves a list of contacts.
- List EmailsRetrieves a list of emails.
How to integrate Microsoft Dynamics CRM in automation workflow?
3 simple steps to make your Microsoft Dynamics CRM connected with other apps in automation workflows on WEXTL. Up to 10 minutes integration set up.
STEP 2
Connect Microsoft Dynamics CRM
When prompted, authorize access to Microsoft Dynamics CRM in WEXTL once. Microsoft Dynamics CRM credentials are encrypted and never shared with WEXTL. Authorization will be reused in any future API calls [3].
WEXTL wants to integrate with your Microsoft Dynamics CRM account. Approve?
STEP 3
Build a workflow
Build your workflow with Microsoft Dynamics CRM yourself or with WEXTL® AI Builder. Connect Microsoft Dynamics CRM to any available integrations [5], or use HTTP node to go beyond them.
Microsoft Dynamics CRM
How Microsoft Dynamics CRM connects and integrates with WEXTL
Save and approve your credentials once — WEXTL® stores authorization information encrypted and reuses the authentication whenever Microsoft Dynamics CRM app is called in workflows. That allows your crm automations to run without your attention, per defined schedule [7]. Explore documentation [6] for a detailed list of fields that Microsoft Dynamics CRM supports.
The following table illustrates what fields Microsoft Dynamics CRM integration require during authorization flow inside our workflow builder [4].
Connect Microsoft Dynamics CRM
Environment URL*Text
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Tenant*Text
••••••••
Demonstration of Microsoft Dynamics CRM connection step inside WEXTL Workflow Builder [4].
| Field | Type | Help |
|---|---|---|
Environment URLRequired | url | Organization URL from Power Platform Developer resources — through .com, no /api/data, no trailing slash. Example: https://contoso.api.crm.dynamics.com. |
TenantRequired | text | Entra tenant ID, or common / organizations. |
Client IDRequired | text | Application (client) ID from the Entra app registration. |
Client SecretRequired | password | Client secret value from Certificates & secrets. |
Connect Microsoft Dynamics CRM to popular apps on WEXTL
Enter a name of the other app you want to sync with Microsoft Dynamics CRM below. Click on selected app to explore integration options with Microsoft Dynamics CRM. If the app you search for is not available in WEXTL yet, you can use HTTP node [10] instead to integrate it directly.
Example automation with Microsoft Dynamics CRM integration
Select Watch Records trigger from Microsoft Dynamics CRM - this will be a starting point in your automation. Whenever event happens in Microsoft Dynamics CRM, workflow will start [7] from Watch Records node.
Search for Associate Records, connect it as the next step of integration sequence. You can use filters between Watch Records and Associate Records, so only important data pass from Watch Records to the next step. WEXTL gives you full control over the process of Microsoft Dynamics CRM automation. All parts of workflow are visible on the canvas [4].
Microsoft Dynamics CRM on WEXTL has 70 modules for combining crm automations. Explore Microsoft Dynamics CRM documentation for more.
Microsoft Dynamics CRM
Watch Records
Bigin
Performs action
OR
Bigin
Triggers
Microsoft Dynamics CRM
Associate Records
Demonstration of how visual Microsoft Dynamics CRM automation [6] looks in WEXTL.
Frequently asked questions
Common questions about automating Microsoft Dynamics CRM in your workflows.
Microsoft Dynamics CRM has 1 trigger, including "Watch Records". Triggers are start points of the workflow, and automations may start from them.
Integration has 69 actions, including "Describe Table", "Get Account", and "Get Appointment", and more. Refer to our Microsoft Dynamics CRM Documentation for detailed inputs and outputs.
No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but our customers do that in rare cases [4].
Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.
The Microsoft Dynamics CRM integration on WEXTL runs directly on its vendor public API — every field name, authentication method, and rate limit is controlled by Microsoft Dynamics CRM official API and covered in documentation [3]. WEXTL handles the request signing and pagination for you.
Absolutely. Where Microsoft Dynamics CRM provides native webhooks, you can use instant triggers to eliminate polling delay. For custom webhooks, WEXTL offers Custom Webhook node, so you can start automation whenever Microsoft Dynamics CRM or any other service sends event to webhook URL.
WEXTL is an AI-first visual canvas. The platform allows you to describe automation in plain text — and AI will wire nodes for Microsoft Dynamics CRM inside the workflow builder [4]. You can also use built-in workflow nodes (AI Agent, Human in the Loop, Condition, Aggregate Results) in pair with Microsoft Dynamics CRM modules to craft complex integration flows with branches, filtering, and conditional logic. There are absolutely no limits of what you can build.
References
List of sources used to gather information about the Microsoft Dynamics CRM integration.
- Microsoft Dynamics CRM integration source code, module specs and credentials implementation.
- Internal Microsoft Dynamics CRM integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official Microsoft Dynamics CRM vendor API documentation — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® Visual Workflow Builder, anonymized data from our technical support team.
- WEXTL® Apps Library
- WEXTL® Microsoft Dynamics CRM App Documentation
- WEXTL® Workflow Scheduler
- WEXTL® HTTP node documentation