Microsoft Dynamics
Salesforce

Microsoft Dynamics and Salesforce Integration

No-code Integration
No-code
Supported Automation Platforms
2automatiomation platforms supported
Microsoft Dynamics Actions
20Microsoft Dynamics Triggers & Actions
Salesforce Actions
149Salesforce Triggers & Actions

How to connect Microsoft Dynamics and Salesforce

Microsoft Dynamics and Salesforce integration is available through workflow automation tools – Zapier or n8n.io. With the combination of 27 Microsoft Dynamics triggers and 151 Salesforce actions, you can create thousands of integration workflows to automate your work.

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.

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.

Price for 100, 1K, 10K and 100K basic automations per month
Automation Platform
Volume: 100
Plan: Free

$0

Volume: 1K
Plan: Starter

$58.5

Volume: 10K
Plan: Professional

$193.5

Volume: 100K
Plan: Professional

$733.5

Volume: 100
Plan: Starter

$20

Volume: 1K
Plan: Starter

$20

Volume: 10K
Plan: Pro

$50

Volume: 100K
Plan:

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.

Microsoft Dynamics

When this happens

Select a Trigger

Salesforce

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

  • Step 2: Authenticate Microsoft Dynamics and Salesforce on the chosen automation service.

    60 seconds

  • Step 3: Select a Trigger for Microsoft Dynamics that will initiate your automation flow. Explore Triggers

    15 seconds

  • Step 4: Choose a resulting Action for Salesforce. Explore Actions

    15 seconds

  • Step 5: Specify the data that will be exchanged between Microsoft Dynamics and Salesforce by configuring the appropriate settings.

    120 seconds

  • Step 6: Complete your integration by testing and publishing it. You're all set!

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.

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