Birdview and Microsoft Dynamics CRM 365 integration

Q: Why is Albato the best alternative to Zapier for integrating Birdview and Microsoft Dynamics CRM 365?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Birdview and Microsoft Dynamics CRM 365. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Birdview and Microsoft Dynamics CRM 365, Albato is the way to go!

Albato simplifies the integration process between Birdview and Microsoft Dynamics CRM 365, facilitating seamless workflow automation across these platforms. Albato is a platform that makes it incredibly easy to connect different applications, enabling users to automate tasks without any coding skill. With Albato's automation builder, you can set up triggers, events that start an automation, and actions, the tasks performed in response to those triggers. An example of how Birdview and Microsoft Dynamics CRM 365 can work together through Albato involves project management and customer relationship improvements. For instance, when a 'New Project' trigger is activated in Birdview (trigger), an 'Create an Entity' action in Microsoft Dynamics CRM 365 can be set to run (action). This means every time a new project is initiated in Birdview, a corresponding entity, such as a customer or project record, is automatically created or updated in Microsoft Dynamics CRM 365. This integration ensures that project information and customer data are synchronized across both platforms, enhancing efficiency and data coherence.

SOC 2 Type 2

The safety of your data is our top priority!

Security
Processing integrity
Confidentiality
Privacy

Trusted by over 110,000 users

Albato is rated 4.6/ 5 stars on 320+ G2 reviews.

How Albato works

With Albato, you can easily integrate Microsoft Dynamics CRM 365 with Birdview using an intuitive no-code builder. Whether you want to sync Microsoft Dynamics CRM 365 with Birdview or connect Microsoft Dynamics CRM 365 to Birdview, our platform makes it simple.

How to Connect Birdview to Microsoft Dynamics CRM 365

Create powerful Birdview integration with Microsoft Dynamics CRM 365 in just a few simple steps.

STEP 1

Connect Birdview to Microsoft Dynamics CRM 365

To connect Microsoft Dynamics CRM 365 to Birdview, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Birdview with Microsoft Dynamics CRM 365 with just a few clicks!

Birdview

Select a Trigger

STEP 2

Create workflow for Microsoft Dynamics CRM 365 and Birdview integration

Decide what happens when you sync Birdview with Microsoft Dynamics CRM 365—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Birdview with Microsoft Dynamics CRM 365 data

Select which data to transfer when you integrate Microsoft Dynamics CRM 365 with Birdview—customize how your apps exchange information.

Synс data

Integrate Birdview with Microsoft Dynamics CRM 365 now!

Start FREE 7-day trial to connect Microsoft Dynamics CRM 365 to Birdview and unlock all premium features!

Try this integration!7-Day free trial

Triggers and actions for Microsoft Dynamics CRM 365 and Birdview integration

In Birdview and Microsoft Dynamics CRM 365 integration triggers start workflows when something happens, while actions make changes in response.

Triggers 10

New project

Triggers

Try Birdview integrations!

Project updated

Triggers

Try Birdview integrations!

A New Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Updating an Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Actions 26

Create customer

Actions

Try Birdview integrations!

Update customer

Actions

Try Birdview integrations!

Create an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Update an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Make your integration smarter with AI

Enhance your Microsoft Dynamics CRM 365 and Birdview integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

Start with Birdview and Microsoft Dynamics CRM 365 integration templates!

Connect Birdview to Microsoft Dynamics CRM 365 to link essential parts of your business

When you connect Birdview to Microsoft Dynamics CRM 365, you can automate processes for any business size or industry. Here's how different companies integrate Birdview with Microsoft Dynamics CRM 365 using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Microsoft Dynamics CRM 365 integration with Birdview

Birdview

Streamline your project management by integrating Birdview with over 600 applications through Albato. This integration empowers your team to connect Birdview seamlessly with essential tools for comprehensive project oversight. Effortlessly sync with Google Sheets for project data analysis, Google Calendar for scheduling, Slack for real-time communication, Salesforce for customer management, Microsoft Teams for collaboration, Quickbooks Online for financial tracking, Typeform for gathering project feedback, Hubspot for marketing projects, Shopify for e-commerce initiatives, and Squarespace for project showcasing. Utilize actions like creating timelogs and expenses to automate and enhance project management workflows. With Albato's robust API, connecting Birdview with a wide range of applications simplifies project tracking and management, ensuring your projects are delivered efficiently and effectively.

Microsoft Dynamics CRM 365

Integrating Microsoft Dynamics with Albato brings unparalleled automation to your business processes. With Microsoft Dynamics integrations, you can easily create, update, search for, and retrieve entities to manage your data more effectively. Whether you're tracking customer information, sales opportunities, or other key business metrics, Albato's seamless integration allows you to streamline operations. Triggers like New Entity and Entity Updated ensure you're always up-to-date with real-time changes in your business data. Sync Microsoft Dynamics to automate workflows and make data management effortless.

Learn how to connect Microsoft Dynamics CRM 365 to Birdview

Birdview

3 min. read

Birdview: Automation for project management platform

Birdview is an easy-to-use work management platform that provides a bird's eye view of projects, resources, and finances.

Frequently asked questions about Birdview and Microsoft Dynamics CRM 365 Integration

Why is Albato the best alternative to Zapier for integrating Birdview and Microsoft Dynamics CRM 365?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Birdview and Microsoft Dynamics CRM 365. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Birdview and Microsoft Dynamics CRM 365, Albato is the way to go!

Does Birdview integrate with Microsoft Dynamics CRM 365 on the free plan?

Yes, you can integrate Birdview with Microsoft Dynamics CRM 365 using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Microsoft Dynamics CRM 365 and Birdview integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Birdview Microsoft Dynamics CRM 365 integration at no cost.

How to connect Microsoft Dynamics CRM 365 to Birdview for scheduled syncs?

To sync Microsoft Dynamics CRM 365 with Birdview on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Birdview integration with Microsoft Dynamics CRM 365 seamless and tailored to your specific needs.

Does Birdview integrate with Microsoft Dynamics CRM 365 in real time?

Yes, Birdview integrates with Microsoft Dynamics CRM 365 in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Birdview integration with Microsoft Dynamics CRM 365 instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Birdview and Microsoft Dynamics CRM 365 integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Microsoft Dynamics CRM 365 integration with Birdview, ensuring your workflows operate according to your requirements.

How to connect Birdview to Microsoft Dynamics CRM 365?

Setting up an integration between Birdview and Microsoft Dynamics CRM 365 on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Birdview and Microsoft Dynamics CRM 365 from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Birdview (the trigger) that will cause an action in Microsoft Dynamics CRM 365, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Birdview and Microsoft Dynamics CRM 365, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Birdview and Microsoft Dynamics CRM 365, automating your workflows and saving you time.

How to connect Birdview to Microsoft Dynamics CRM 365 to sync historical data?

To sync Birdview with Microsoft Dynamics CRM 365 and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Microsoft Dynamics CRM 365 integration with Birdview, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Microsoft Dynamics CRM 365 to Birdview for two-way synchronization?

To integrate Microsoft Dynamics CRM 365 with Birdview for two-way synchronization, Albato uses a system of triggers and actions. You can link Birdview to Microsoft Dynamics CRM 365 by setting up two separate automations. The first automation sent data from Birdview to Microsoft Dynamics CRM 365. For instance, when a record is created or updated in Birdview, the automation ensures the changes are reflected in Microsoft Dynamics CRM 365. The second automation works in reverse, updating Birdview when changes occur in Microsoft Dynamics CRM 365.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Microsoft Dynamics CRM 365 Birdview integration and keeps your data consistent across both platforms.

Build your integration for free!

Get started

Birdview and Microsoft Dynamics CRM 365 integration

Trusted by over 110,000 users

How Albato works

How to Connect Birdview to Microsoft Dynamics CRM 365

Connect Birdview to Microsoft Dynamics CRM 365

Create workflow for Microsoft Dynamics CRM 365 and Birdview integration

Sync Birdview with Microsoft Dynamics CRM 365 data

Integrate Birdview with Microsoft Dynamics CRM 365 now!

Triggers and actions for Microsoft Dynamics CRM 365 and Birdview integration

New project

Project updated

A New Entity

Updating an Entity

Create customer

Update customer

Create an Entity

Update an Entity

Make your integration smarter with AI

Start with Birdview and Microsoft Dynamics CRM 365 integration templates!

Integrate Microsoft Dynamics CRM 365 with Birdview to harness the power of automation!

Connect Birdview to Microsoft Dynamics CRM 365 to link essential parts of your business

Never miss a lead or deal again!

Microsoft Dynamics CRM 365 integration with Birdview

Birdview

Microsoft Dynamics CRM 365

Learn how to connect Microsoft Dynamics CRM 365 to Birdview

Birdview: Automation for project management platform

Best AI Tools 2025: Top Artificial Intelligence Apps for Work & Productivity

The Best Alternative to Zapier: Why Albato Is the Ideal Choice

Microsoft Dynamics CRM 365: Get the most out of your CRM software with automation

Frequently asked questions about Birdview and Microsoft Dynamics CRM 365 Integration

Build your integration for free!