How to connect Salesforce and Microsoft Dynamics
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.
- Pricing Options
- FreemiumFree Trial
- Starting From
- 30$/month
- Pricing Options
- FreemiumFree Trial
- Starting From
- 20€/month
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.
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 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.
When this happens
Select a Trigger
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
60 secondsStep 2: Securely authenticate Salesforce and Microsoft Dynamics on the chosen automation service before proceeding.
60 seconds
60 secondsStep 3: Choose a Trigger for Salesforce, which will start your automation scenario. Explore Triggers
15 seconds
15 secondsStep 4: Choose a resulting Action for Microsoft Dynamics. Explore Actions
15 seconds
15 secondsStep 5: Configure the data that is exchanged between Salesforce and Microsoft Dynamics.
120 seconds
120 secondsStep 6: Finalize your integration by testing and publishing it. Voila! Sit back and enjoy the no-code automation.
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
More integrations to Microsoft Dynamics
Explore our list of other popular Microsoft Dynamics integrations to find new automation scenarios. Microsoft Dynamics Integrations
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.