Salesforce
Microsoft Dynamics

Salesforce and Microsoft Dynamics Integration

No-code Integration
No-code
Supported Automation Platforms
2automatiomation platforms supported
Salesforce Actions
71Salesforce Triggers & Actions
Microsoft Dynamics Actions
58Microsoft Dynamics Triggers & Actions

How to connect Salesforce and Microsoft Dynamics

Salesforce and Microsoft Dynamics integration is available through workflow automation tools – Zapier or n8n.io. With the combination of 92 Salesforce triggers and 59 Microsoft Dynamics actions, you can create thousands of integration workflows to automate your work.

Popular Workflows for Salesforce and Microsoft Dynamics Integration

By integrating Salesforce with Microsoft Dynamics, users can create custom workflows that save time and increase efficiency. Here are some of the most popular workflows that can be achieved through their 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 Salesforce and Microsoft Dynamics

You can streamline your workflow processes between Salesforce and Microsoft Dynamics with these no-code automation platforms that don't require any coding experience. Browse through this list to find the right platform that enables customized workflows tailored to your specific business requirements.

  • 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.

Salesforce and Microsoft Dynamics Integration Price

No-code or low-code automation tools offer an excellent solution for optimizing your workflow and streamlining tasks by integrating Salesforce and Microsoft Dynamics. Nevertheless, understanding the pricing aspects is crucial.

We have gathered and organized pricing information for automation services that support Salesforce and Microsoft Dynamics 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 Salesforce and Microsoft Dynamics

Integrating Salesforce and Microsoft Dynamics often involves finding automation that is suitable for 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 have gathered all available Triggers and Actions from diverse Workflow Automation Platforms so that you can evaluate integration possibilities and make an informed decision on integrating Salesforce with Microsoft Dynamics.

Salesforce

When this happens

Select a Trigger

Microsoft Dynamics

Do this

Select an Action

How to setup Salesforce and Microsoft Dynamics integration

  • Step 1: Use a Workflow Automation Service that is compatible with both Salesforce and Microsoft Dynamics. Choose automation platform

    60 seconds

  • Step 2: Securely authenticate Salesforce and Microsoft Dynamics on the chosen automation service before proceeding.

    60 seconds

  • Step 3: Choose a Trigger for Salesforce, which will start your automation scenario. Explore Triggers

    15 seconds

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

    15 seconds

  • Step 5: Configure the data that is exchanged between Salesforce and Microsoft Dynamics.

    120 seconds

  • Step 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.

Frequently Asked Questions

Does Salesforce integrate with Microsoft Dynamics?

You can connect Salesforce and Microsoft Dynamics automatically using no-code Workflow Automation Tool. Use Zapier or n8n.io to link Salesforce and Microsoft Dynamics.

Can you Integrate Salesforce and Microsoft Dynamics for free?

Yes, you can use the free plan of Zapier to connect Salesforce to Microsoft Dynamics for free, albeit with some limitations. You can use open source workflow automation tool n8n.io to self-host your integration script between Salesforce and Microsoft Dynamics.

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