logo main
  • En
    English
    Portuguese
    Spanish
    • Log inGet started free
    CoPilot AI Integrations
    Microsoft Dynamics CRM 365 Integrations

    CoPilot AI and Microsoft Dynamics CRM 365 integration

    Connect this app...
    With this one!
    Try this integration!7-Day free trial
    hero
    SOC 2 Type 2
    #1 product of the day

    The safety of your data is our top priority!

    • heroSecurity
    • heroProcessing integrity
    • heroConfidentiality
    • heroPrivacy
    Leader WinterBest ResultsBest UsabilityUsers Love Us

    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 CoPilot AI using an intuitive no-code builder. Whether you want to sync Microsoft Dynamics CRM 365 with CoPilot AI or connect Microsoft Dynamics CRM 365 to CoPilot AI, our platform makes it simple.

    How to Connect CoPilot AI to Microsoft Dynamics CRM 365

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

    STEP 1

    Connect CoPilot AI to Microsoft Dynamics CRM 365

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

    CoPilot AI {targetApp} integration

    CoPilot AI

    Select a Trigger

    Down
    STEP 2

    Create workflow for Microsoft Dynamics CRM 365 and CoPilot AI integration

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

    CoPilot AI {targetApp} integrationArrow

    Trigger

    Arrow
    Down
    Microsoft Dynamics CRM 365 {targetApp} integrationCheck

    Action

    Down
    STEP 3

    Sync CoPilot AI with Microsoft Dynamics CRM 365 data

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

    Check

    Synс data

    Check

    Synс data

    Check

    Synс data

    Integrate CoPilot AI with Microsoft Dynamics CRM 365 now!

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

    Try this integration!7-Day free trial
    Background

    Triggers and actions for Microsoft Dynamics CRM 365 and CoPilot AI integration

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

    Triggers 5

    Actions 4

    OpenAI Integrations
    Anthropic AI Integrations
    Jasper Integrations
    Gemini Integrations
    Paints Integrations
    Writesonic Integrations
    CoPilot AI Integrations
    Microsoft Dynamics CRM 365 Integrations

    Make your integration smarter with AI

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

    Background

    Start with CoPilot AI and Microsoft Dynamics CRM 365 integration templates!

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

      With over 800 integrations on Albato including the ability to sync Microsoft Dynamics CRM 365 with CoPilot AI, you can streamline your tools into one cohesive system, maximizing your team's productivity.

      Try this integration

      7-Day free trial!

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

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

    • CheckNew lead submits form
      App Integration
      App Integration
      App Integration
    • CheckCreate New Contact
      App Integration
      App Integration
      App Integration
    • Check сompany size
    • CheckSend a welcome message
      App Integration
      App Integration
      App Integration

      • 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 CoPilot AI

      CoPilot AI integrations

      CoPilot AI

      Categories

      • AI Tools

      Alternative Apps

      AITable integrations
      AlbatoAI integrations
      AltText.ai integrations
      Browse AI integrations
      Chatfuel integrations
      Claude AI (Anthropic) integrations
      CoPilot AI integrations
      DeepL integrations
      Microsoft Dynamics CRM 365 integrations

      Microsoft Dynamics CRM 365

      Categories

      • CRM & ERP systems
      • Microsoft

      Alternative Apps

      HubSpot integrations
      amoCRM integrations
      5crm integrations
      Agendor integrations
      Agile CRM integrations
      AlphaCRM integrations
      Altegio integrations
      Aspro.Cloud integrations

      Great Zapier Replacement

      author-image

      I like Albato for the following reasons: Intuitive Interface - The interface is understandable. Extensive App Librar...

      Albato is a Productive way to Manage and Automate Tasks

      author-image

      Albato offers seamless integration with SuiteDash, OpenAI, Synthesia, Writesonic, Facebook Groups, Discord...

      Super easy platform for automations

      author-image

      Super easy platform for automations

      A tool which is best fit for Automation newbie!

      author-image

      The integration of Slack and Calendly has been a game-changer for our team, allowing us to efficiently close more deals...

      A great tool to automate other tools

      author-image

      I like the various internal tools like Delays, Find and replace, JSON parser, Date and number formatting, etc. Because it is a new tool on the mark...

      A good alternative to Make and IFTT

      author-image

      I like the prices they are really cheap compared to the other companies. The support team and the documentation is on point. The UI and the automations possible are what I love most about Albato.

      See all reviews for G2review link

      Learn how to connect Microsoft Dynamics CRM 365 to CoPilot AI

      previous
      next

      Frequently asked questions about CoPilot AI and Microsoft Dynamics CRM 365 Integration

      Why is Albato the best alternative to Zapier for integrating CoPilot AI and Microsoft Dynamics CRM 365?
      collapsed
      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 CoPilot AI 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 CoPilot AI and Microsoft Dynamics CRM 365, Albato is the way to go!
      Does CoPilot AI integrate with Microsoft Dynamics CRM 365 on the free plan?
      collapsed
      Yes, you can integrate CoPilot AI 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 CoPilot AI integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your CoPilot AI Microsoft Dynamics CRM 365 integration at no cost.
      How to connect Microsoft Dynamics CRM 365 to CoPilot AI for scheduled syncs?
      collapsed
      To sync Microsoft Dynamics CRM 365 with CoPilot AI 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 CoPilot AI integration with Microsoft Dynamics CRM 365 seamless and tailored to your specific needs.
      Does CoPilot AI integrate with Microsoft Dynamics CRM 365 in real time?
      collapsed
      Yes, CoPilot AI 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 CoPilot AI 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 CoPilot AI 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 CoPilot AI, ensuring your workflows operate according to your requirements.
      How to connect CoPilot AI to Microsoft Dynamics CRM 365?
      collapsed
      Setting up an integration between CoPilot AI and Microsoft Dynamics CRM 365 on Albato is simple and requires no technical skills. Just follow these steps:
      1. Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
      2. Go to the Integrations section and select CoPilot AI and Microsoft Dynamics CRM 365 from the list of available apps.
      3. Choose triggers and actions. You’ll need to define an event in CoPilot AI (the trigger) that will cause an action in Microsoft Dynamics CRM 365, such as sending data or creating an entry.
      4. Map the fields. Use Albato’s data mapping tool to match specific fields between CoPilot AI and Microsoft Dynamics CRM 365, ensuring accurate data transfer.
      Once the integration is live, data will flow seamlessly between CoPilot AI and Microsoft Dynamics CRM 365, automating your workflows and saving you time.
      How to connect CoPilot AI to Microsoft Dynamics CRM 365 to sync historical data?
      collapsed
      To sync CoPilot AI 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 CoPilot AI, 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 CoPilot AI for two-way synchronization?
      collapsed
      To integrate Microsoft Dynamics CRM 365 with CoPilot AI for two-way synchronization, Albato uses a system of triggers and actions. You can link CoPilot AI to Microsoft Dynamics CRM 365 by setting up two separate automations. The first automation sent data from CoPilot AI to Microsoft Dynamics CRM 365. For instance, when a record is created or updated in CoPilot AI, the automation ensures the changes are reflected in Microsoft Dynamics CRM 365. The second automation works in reverse, updating CoPilot AI 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 CoPilot AI integration and keeps your data consistent across both platforms.

      Build your integration for free!

      Get started