Microsoft Dynamics 365
Dynamics 365 CRM records into your stack
Microsoft Dynamics 365 is the enterprise CRM choice for organizations already standardized on Microsoft 365, the connector lets teams wire it into workflows without writing Power Automate. Two triggers cover the broad event surface: Record Created and Record Updated. Both fire on any object type the connected user has access to (Account, Contact, Lead, Opportunity, Task, Custom Entity), with the record type identified in the payload so a workflow can branch by object. Nine actions cover the operational side: Create Account, Create Contact, Create Opportunity, Create Task, Update Account, Get Contact, List Opportunities, Search Contacts, plus the related read endpoints. Authorize via Azure AD OAuth (the connector handles the consent flow). The connection respects Dynamics 365 security roles, workflows can only read or write what the authorized user has permission to do. Common patterns: an Opportunity Created event with stage equals Qualification fans into a Notion CS prep doc and a Slack channel; or a Lead Created with a high lead-score fires an outreach workflow.
Workflows start when Microsoft Dynamics 365 does.
2 real-time triggers, each backed by a webhook subscription. Events arrive within seconds and you don't have to set up polling.
Fires when a new record of any entity is created. Configure to specific entities (Account, Contact, Opportunity, Case) for filtered subscriptions.
Fires on any change to records of the configured entity. For specific transitions, inspect the changed fields in the payload.
Do anything Microsoft Dynamics 365 can do, from a workflow.
Every action accepts dynamic inputs from upstream nodes, whether that's an AI output, a form field, or a search result.
| Action | What it does |
|---|---|
| Create Dynamics Account | Creates a company/account record in Dynamics with name, industry, custom fields. For "new B2B prospect → account record before contact" workflows. |
| Create Dynamics Contact | Creates a contact tied to an account with email, name, custom fields. For "form submission → push to Dynamics" sync workflows. |
| Create Dynamics Opportunity | Creates a sales opportunity with estimated value, close date, owner. For "qualified lead → auto-create opportunity in the right pipeline" workflows. |
| Create Dynamics Task | Creates a follow-up task tied to a contact, account, or opportunity. For "deal stagnant → create follow-up task" or "support ticket needs review → assign as task" patterns. |
| Get Dynamics Contact | Returns a contact by ID with all standard and custom fields plus related account, opportunities, activities. The standard lookup before update or for enrichment workflows. |
| List Dynamics Opportunities | Paginated opportunities with filters by stage, owner, value, recently updated. For pipeline-reporting workflows that aggregate by stage or owner. |
| Search Dynamics Contacts | Lookup by name, email, or other field. The standard "find before update" pattern for upsert workflows. |
| Update Dynamics Account | Partial update on account fields. For "enrichment from external source → write back to Dynamics" sync patterns. |
| Update Dynamics Contact | Partial contact update. For "Clearbit enriched this contact → push to Dynamics" or "support tagged contact → reflect in CRM" workflows. |
Pre-built Microsoft Dynamics 365 workflows.
Clone any recipe and customize it in one click. Every recipe is fully editable.
AI-triage every Microsoft Dynamics 365 event, ping the right channel only when it matters.
Every event matching a filter, appended to a running spreadsheet.
Turn Microsoft Dynamics 365 into a Notion-backed source of truth, auto-tagged.
Three things worth knowing.
Tiny Command counts a run the moment a trigger fires. Filtering early means only matching events spend your usage budget.
Connect Microsoft Dynamics 365 once and every workflow on your account can use its triggers and actions. You don't have to re-auth per workflow.
Every Microsoft Dynamics 365 field shows up in the visual picker for downstream nodes. The raw payload is there for power users, optional for everyone else.
Questions about the Microsoft Dynamics 365 integration.
If we missed yours, ping support. We usually reply within an hour.
How do I connect Microsoft Dynamics 365 to Tiny Command?
What Microsoft Dynamics 365 triggers does Tiny Command support?
What Microsoft Dynamics 365 actions can I run from a workflow?
Is the Microsoft Dynamics 365 integration real-time?
Do I need to write code to use Microsoft Dynamics 365 with Tiny Command?
How much does the Microsoft Dynamics 365 integration cost?
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Wire it to Slack, Notion, HubSpot, Stripe, or any of the other 438 apps in our catalog. Setup takes roughly two minutes. Free to try, no credit card.
