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

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How Zapier works

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

Select a trigger from Microsoft Dynamics 365 CRM

A trigger is an event that starts your Zap and runs the workflow. For example, with Microsoft Dynamics 365 CRM, a trigger could be "New Account."
A trigger is the event that kicks off your automated workflow.

Setup an action from Facebook Conversions

An action is what takes place after the automation is triggered. For example, with Facebook Conversions, the action could be "Send Funnel Event."
An action is the event that your automated workflow performs when triggered.

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

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

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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Level up your Microsoft Dynamics 365 CRM to Facebook Conversions integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
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Frequently Asked Questions about Microsoft Dynamics 365 CRM + Facebook Conversions integrations

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

How does the integration between Microsoft Dynamics 365 CRM and Facebook Conversions work?

Our integration allows you to connect Microsoft Dynamics 365 CRM with Facebook Conversions by setting up triggers and actions. When a trigger event happens in Dynamics 365, such as a new lead being created or updated, an action can be automatically performed in Facebook Conversions like tracking a conversion event.

What triggers are available for integrating Microsoft Dynamics 365 CRM with Facebook Conversions?

The available triggers include new lead creation, lead status changes, or updates on contact records in Microsoft Dynamics 365 CRM. These triggers can initiate conversion event actions in your Facebook account.

Can I use this integration to track offline conversions from Microsoft Dynamics 365 CRM?

Yes, the integration can help track offline conversions by sending data from triggered events in Dynamics 365, like sales transactions or appointments, to your Facebook Conversions account.

What kind of actions can be automated on Facebook Conversions through this integration?

You can automate actions such as recording a new conversion event when a lead is created in Microsoft Dynamics 365 CRM, or updating existing events based on changes within your CRM system.

Is there any prerequisite setup required before using the integration between these two platforms?

Before setting up the integration, ensure that both Microsoft Dynamics 365 CRM and Facebook Conversion accounts are properly configured and have the necessary permissions granted for data access and automation.

Can custom fields from Microsoft Dynamics 365 be used in triggering actions in Facebook Conversions?

Yes, custom fields can be utilized as part of the triggering criteria to send specific data from Dynamics 365 to Facebook Conversions based on your tailored business requirements.

How often does data sync occur between Microsoft Dynamics 365 CRM and Facebook Conversions via this integration?

Data sync frequency depends on your specific setup within our system. The default is typically set to real-time sync for immediate action execution following trigger events.

Connect Microsoft Dynamics 365 CRM and Facebook Conversions 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Polling
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Polling
    Try It

Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog

Learn how to automate Facebook Conversions on the Zapier blog

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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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    About Facebook Conversions
    Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.
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