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

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Quickly connect Microsoft Dynamics 365 CRM to Referral Rock with a Zapier template.

Our most popular template

Update Referral Rock referrals when new contacts are added to Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Referral Rock
Create referrals in Referral Rock from new contacts in Microsoft Dynamics 365 CRM
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Microsoft Dynamics 365 CRM + Referral Rock
Update Referral Rock referrals when new leads are added in Microsoft Dynamics 365 CRM
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Details
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Microsoft Dynamics 365 CRM + Referral Rock

Update Referral Rock referrals when new contacts are added to Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Referral Rock

Create referrals in Referral Rock from new contacts in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Referral Rock

Update Referral Rock referrals when new leads are added in Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM + Referral Rock

How Zapier works

Zapier makes it easy to integrate Microsoft Dynamics 365 CRM with Referral Rock - 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 Referral Rock

An action is what takes place after the automation is triggered. For example, with Referral Rock, the action could be "Add Member."

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

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

Make work flow with AI

Level up your Microsoft Dynamics 365 CRM to Referral Rock integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect Microsoft Dynamics 365 CRM and Referral Rock 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.

New Account
Triggers when a new account is created.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
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
New Member
Triggers when a new member signs up.
Trigger
Instant
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New Reward
Triggers when a new reward is created.
Trigger
Instant
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Updated Referral
Triggers when a referral is updated.
Trigger
Instant
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- First Name
  Required
- Last Name
- Email
  Required
- Contact Type
  Required
Action
Write
- Amount
- Referral Query
- Program Query
- Name
- External Id
Action
Write
- Email
  Required
Action
Write
- Program Name
  Required
Action
Search
- Email
  Required
- Referral
  Required
- External Id
- First Name
  Required
- Last Name
- Referral Code
- Amount
- Company Name
- Phone Number
- Note
- Public Note
- External Id
- Preferred Form of Contact
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Search or write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
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
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- 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
New Referral
Triggers when a new referral is created.
Trigger
Instant
Try It
Updated Member
Triggers when a member is updated.
Trigger
Instant
Try It
- Program
  Required
- First Name
  Required
- Email
  Required
- Last Name
- Address Line
- Address Line 2
- Referral Code
- Phone Number
- Date of Birth
- City
- Country Subdivision
- Country
- Postal Code
- Password
- External Id
- Disabled Flag
- Custom Override URL
- Custom Option 1 Name
- Custom Option 1 Value
- Custom Text 1 Name
- Custom Text 1 Value
- Custom Text 2 Name
- Custom Text 2 Value
- Send Registration Email
- Payout Type
- Payout Use Default Values
- Payout Email
Action
Write
- First Name
  Required
- Last Name
- Email
  Required
- Referral Code
- Amount
- Company Name
- Phone Number
- Note
- Public Note
- External Id
- Preferred Form of Contact
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Write
- Referral
  Required
- Program
  Required
- Amount
- Status
- First Name
  Required
- Last Name
- Phone Number
- Email
  Required
- Company Name
- Public Note
- Note
- Preferred Form of Contact
- External Id
- Custom Option 1 Name
- Custom Option 2 Name
- Custom Text 1 Name
- Custom Text 2 Name
- Custom Text 3 Name
- Custom Option 1 Value
- Custom Option 2 Value
- Custom Text 1 Value
- Custom Text 2 Value
- Custom Text 3 Value
Action
Write
- Query
Action
Search
- Email
  Required
- Referral
  Required
- External Id
Action
Search

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

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 Referral Rock

Referral Rock helps businesses to design, track and manage referral programs.

Learn moreLearn more

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CRM (Customer Relationship Management)

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

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