Common Room + Microsoft Dynamics 365 CRM

Update contacts in Microsoft Dynamics 365 CRM and add tags to members in Common Room

Effortlessly maintain your Common Room members' tags with this workflow. When a contact is updated in Microsoft Dynamics 365 CRM, this automation adds relevant tags to the member in Common Room, ensuring your member database stays organized and up-to-date. Save time and ensure consistency across platforms by streamlining this process.

When this happens...
Updated Contact
Triggers when a contact is updated.
TriggerScheduled
automatically do this!
Add Tags to Common Room Contact
Add new or existing tags to a contact in your room.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Custom Fields List
List of Custom Fields
Trigger
Scheduled
Try It
- Common Room Destination IDRequired
- Unique Activity IDRequired
- Activity Title
- Activity Content
- Timestamp
- Activity URL
- Activity Tags
- User IDRequired
- Contact Full Name
- Contact First Name
- Contact Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Contact Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Contact Tags
- Subsource Name
- Parent Activity ID
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- NoteRequired
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- TagsRequired
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
Action
Write

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
New Order
Triggers when a new order is created.
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Segment Status List
List of Status for a Segment
Trigger
Scheduled
Try It
- Common Room Destination IDRequired
- User IDRequired
- Contact Full Name
- Contact First Name
- Contact Last Name
- Username
- Avatar
- Bio
- Email Address
- LinkedIn Username
- Github Username
- Twitter Handle
- Discord Username and Discriminator
- Contact Website
- Role
- Job Title
- Organization Name
- Organization Domain
- Country
- City
- Region
- Location
- Contact Tags
Action
Write
- NoteRequired
Action
Write
- Contact Identifier TypeRequired
- Contact IdentifierRequired
- Segment Status
Action
Write
- Common Room Destination IDRequired
- User IDRequired
- Custom FieldRequired
Action
Write

About Common Room

Common Room is the intelligent community growth platform that helps you deepen relationships, build better products, and drive business impact.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

Learn more

Related categories

Similar apps

Related Zap Templates

Add new Microsoft Dynamics 365 CRM contacts as Common Room members

Update Common Room members when contacts are updated in Microsoft Dynamics 365 CRM

Common Room + Microsoft Dynamics 365 CRM

Update contacts in Microsoft Dynamics 365 CRM and add tags to members in Common Room

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

Custom Fields List

Add Activity From Third Party Source

Add Note to Common Room Contact

Add Tags to Common Room Contact

Get a Common Room Contact

Updated Account

Updated Contact

New Case/Incident

New Invoice

New Lead

New Opportunity

New Order

Updated Quote

Create Campaign

Create Campaign Response

Create Custom Entity

Create Lead

Create Order

Update Campaign Response

Update Custom Entity

Update Invoice

Update Opportunity

API Request (Beta)

Find Contact

Find Campaign

Find Invoice

Find Opportunity

Find or Create Account

Find or Create Custom Entity

Find or Create Lead

Find or Create Order

Segment Status List

Add Contact From Third Party Source

Add Note to Segment

Add Common Room Contact to Segment

Add or Update a Contact Custom Field

About Common Room

Related categories

Similar apps

Zapier Interfaces

About Microsoft Dynamics 365 CRM

Related categories

Similar apps

Pipedrive

Insightly

Zapier Interfaces

Related Zap Templates

Related Zap Templates