Integrate Drupal with Microsoft Dynamics 365 CRM to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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How Zapier works

Zapier makes it easy to integrate Drupal with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.

Select a trigger from Drupal

A trigger is an event that starts your Zap and runs the workflow. For example, with Drupal, a trigger could be "New Content."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft Dynamics 365 CRM

An action is what takes place after the automation is triggered. For example, with Microsoft Dynamics 365 CRM, the action could be "Create Account."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Drupal to Microsoft Dynamics 365 CRM

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Triggers and actions are the main components of every automated workflow.

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Make work flow with AI

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Learn about AI automation

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Frequently Asked Questions about Drupal + Microsoft Dynamics 365 CRM integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Drupal and Microsoft Dynamics 365 CRM

What is required to integrate Drupal with Microsoft Dynamics 365 CRM?

To integrate Drupal with Microsoft Dynamics 365 CRM, you need to ensure that you have administrative access to both platforms. You'll also need API access credentials for Dynamics 365. On the Drupal side, a module like Feeds or RESTful Web Services is typically employed, allowing data exchange between Drupal and external systems.

Can I synchronize user accounts between Drupal and Microsoft Dynamics 365 CRM?

Yes, synchronizing user accounts can be achieved by setting up triggers that capture user creation or update events in Drupal and then creating corresponding actions within Microsoft Dynamics 365 CRM through APIs. This allows new users or updates in one system to reflect in the other almost instantaneously.

How do we manage duplicate records during the integration?

Duplicate management can be handled by configuring unique identifiers for entities such as contacts or leads within both Drupal and Microsoft Dynamics 365 CRM. During data transfer, these identifiers act to detect duplicates before data is inserted into either system.

Is it possible to automate lead generation from Drupal forms into Dynamics 365?

Certainly! By establishing a trigger on form submission events in Drupal, you can automatically pass this information as a new lead into Microsoft Dynamics 365 using their APIs. This ensures seamless lead creation without manual input.

Can we fetch real-time data from Dynamics 365 into our Drupal site?

Yes, it's possible by using API calls that are triggered at set intervals or upon specific events within your site. These calls can pull required information from Microsoft Dynamics 365 directly into your Drupal interface for real-time data display.

What types of data can we sync between the two platforms?

The types of data commonly synced include customer information like contacts and accounts, sales details such as leads and opportunities from Dynamics 365 to be utilized within your Drupal site for personalized experiences.

Can we use webhooks for integration between these platforms?

Yes, webhooks can be employed as part of the integration where events happening in one platform (e.g., record updates) send HTTP POST requests instantly to the other platform's endpoints—facilitating real-time integration without polling.

Connect Drupal and Microsoft Dynamics 365 CRM to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Connect Drupal and Microsoft Dynamics 365 CRM to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- ContentType
  Required
Trigger
Scheduled
Try It
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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 Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- 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_name
  Required
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 Entity
  Required
- 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

- ContentType
  Required
- Title
  Required
Action
Write
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 Entity
  Required
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 type
  Required
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
- State
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Account
  Required
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 Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State
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