How to connect Microsoft Dynamics and Salesforce
Popular Workflows for Microsoft Dynamics and Salesforce Integration
Microsoft Dynamics and Salesforce are two powerful tools that can be integrated to create a wide range of workflows and automate repetitive tasks. Here is the list of some popular workflows that are covered by Microsoft Dynamics and Salesforce integration.
- Add important tasks to a personal to-do list
- Distribute content across social media platforms
- Register new leads for webinars to nurture them
- Add leads to a nurture campaign
- Enrich your leads with extra data
- Gather customer feedback
- Generate leads from events
- Enroll customer in an online course
Workflow Automation Platforms supported by Microsoft Dynamics and Salesforce
If you're looking to automate tasks between Microsoft Dynamics and Salesforce but don't have coding experience, these workflow automation platforms offer a simple solution. Check out this list of no-code platforms that enable streamlined workflows tailored to your business needs.
- Zapier. Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
- n8n.io. n8n is a workflow automation tool, which helps to connect different apps and tools between each other using it's open, fair-code model. n8n is available as an open-source (only fair-code use) software and as a cloud service.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 20€/month
Microsoft Dynamics and Salesforce Integration Price
If you have decided to use a workflow automation tool to connect Microsoft Dynamics and Salesforce, it's important to carefully analyze the cost of integration.
We have gathered and organized pricing information for automation services that support Microsoft Dynamics and Salesforce integration. Refer to the table below for details on pricing based on 100, 1K, 10K and 100K basic automations per month.
A basic automation is a scenario, which includes a trigger and a single action. An example of simple automation is: every time form is filled send an email.
Automation Platform | 100 | 1K | 10K | 100K |
---|---|---|---|---|
Volume: 100 Plan: Free $0 Volume: 1K Plan: Starter $58.5 Volume: 10K Plan: Professional $193.5 Volume: 100K Plan: Professional $733.5 | $0 Free | $58.5 Starter | $193.5 Professional | $733.5 Professional |
Volume: 100 Plan: Starter $20 Volume: 1K Plan: Starter $20 Volume: 10K Plan: Pro $50 Volume: 100K Plan: | $20 Starter | $20 Starter | $50 Pro |
Triggers and Actions supported by Microsoft Dynamics and Salesforce
Integrating Microsoft Dynamics and Salesforce involves identifying an automation that aligns with your business request.
Automations are workflows that link your applications to fully automate repetitive tasks. A Trigger serves as the initiating event of an Automation, while an Action denotes the event executed by the Automation.
We've taken great care in collecting every available Trigger and Action from multiple Workflow Automation Platforms, enabling you to evaluate integration possibilities and make an informed decision on connecting Microsoft Dynamics and Salesforce.
When this happens
Select a Trigger
Do this
Select an Action
How to setup Microsoft Dynamics and Salesforce integration
Step 1: Choose a Workflow Automation Service that supports the integration of Microsoft Dynamics with Salesforce. Choose automation platform
60 seconds
60 secondsStep 2: Authenticate Microsoft Dynamics and Salesforce on the chosen automation service.
60 seconds
60 secondsStep 3: Select a Trigger for Microsoft Dynamics that will initiate your automation flow. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for Salesforce. Explore Actions
15 seconds
15 secondsStep 5: Specify the data that will be exchanged between Microsoft Dynamics and Salesforce by configuring the appropriate settings.
120 seconds
120 secondsStep 6: Complete your integration by testing and publishing it. You're all set!
More integrations to Microsoft Dynamics
Explore our list of other popular Microsoft Dynamics integrations to find new automation scenarios. Microsoft Dynamics Integrations
More integrations to Salesforce
If you're looking for new ways to automate tasks with Salesforce, check out our list of other popular integrations. Salesforce Integrations
Frequently Asked Questions
Does Microsoft Dynamics integrate with Salesforce?
- You can connect Microsoft Dynamics and Salesforce automatically using no-code Workflow Automation Tool. Use Zapier or n8n.io to link Microsoft Dynamics and Salesforce.
Can you Integrate Microsoft Dynamics and Salesforce for free?
- Yes, you can use the free plan of Zapier to connect Microsoft Dynamics to Salesforce for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Microsoft Dynamics and Salesforce.