Dashly and Microsoft Dynamics CRM 365 integration

Q: Why is Albato the best alternative to Zapier for integrating Dashly 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 Dashly 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 Dashly and Microsoft Dynamics CRM 365, Albato is the way to go!

Albato simplifies the integration between Dashly and Microsoft Dynamics CRM 365, creating a seamless connection that enhances both customer engagement and CRM efficiency. Albato, a platform designed to facilitate easy automation and integration, uses a no-code automation builder. This builder allows users to create workflows between applications based on triggers—events that initiate automation—and actions, which are the tasks executed in response to these triggers. For example, you could set up an integration where a 'User started conversation' trigger in Dashly (trigger) prompts the creation of a new contact in Microsoft Dynamics CRM 365 (action). This action might involve the "Create an Entity" action within Dynamics. This Dashly Microsoft Dynamics CRM 365 integration ensures that every time a user initiates a conversation on Dashly, their details are automatically captured and recorded as a new entity in Dynamics 365, streamlining lead capture and ensuring timely follow-up.

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

How to Connect Dashly to Microsoft Dynamics CRM 365

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

STEP 1

Connect Dashly to Microsoft Dynamics CRM 365

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

Dashly

Select a Trigger

STEP 2

Create workflow for Microsoft Dynamics CRM 365 and Dashly integration

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

Trigger

Action

STEP 3

Sync Dashly with Microsoft Dynamics CRM 365 data

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

Synс data

Integrate Dashly with Microsoft Dynamics CRM 365 now!

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

Try this integration!7-Day free trial

Triggers and actions for Microsoft Dynamics CRM 365 and Dashly integration

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

Triggers 7

User started conversation

Triggers

Try Dashly integrations!

Custom event

Triggers

Try Dashly integrations!

A New Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Updating an Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Actions 8

Reply in a conversation

Actions

Try Dashly integrations!

Assign conversation

Actions

Try Dashly 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 Dashly integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

Start with Dashly and Microsoft Dynamics CRM 365 integration templates!

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

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

Dashly

Leverage the power of Dashly integration via Albato to connect with over 600 popular applications, transforming your communication and user management processes. With Dashly's API, integrating with essential tools like Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace becomes seamless. Automate actions such as listing operators, assigning conversations, and replying within conversations directly through Dashly. Utilize triggers like UTM parameters detection, email or phone changes, custom events, and user-initiated conversations to enhance engagement and streamline communication workflows. This integration not only simplifies connectivity but also amplifies the efficiency of handling user interactions across platforms.

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 Dashly

Chili Piper Alternatives 2024: Top 6 Scheduling & Lead Management Tools

CalendarHero

4 min. read

Chili Piper Alternatives 2024: Top 6 Scheduling & Lead Management Tools

Discover the top 6 Chili Piper alternatives for scheduling and lead management. Compare features, pros & cons of Calendly, Dashly, Cal.com & more. Find the best fit for your business.

Frequently asked questions about Dashly and Microsoft Dynamics CRM 365 Integration

Why is Albato the best alternative to Zapier for integrating Dashly 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 Dashly 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 Dashly and Microsoft Dynamics CRM 365, Albato is the way to go!

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

Yes, you can integrate Dashly 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 Dashly integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Dashly Microsoft Dynamics CRM 365 integration at no cost.

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

To sync Microsoft Dynamics CRM 365 with Dashly 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 Dashly integration with Microsoft Dynamics CRM 365 seamless and tailored to your specific needs.

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

Yes, Dashly 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 Dashly 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 Dashly 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 Dashly, ensuring your workflows operate according to your requirements.

How to connect Dashly to Microsoft Dynamics CRM 365?

Setting up an integration between Dashly 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 Dashly and Microsoft Dynamics CRM 365 from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Dashly (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 Dashly and Microsoft Dynamics CRM 365, ensuring accurate data transfer.

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

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

To sync Dashly 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 Dashly, 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 Dashly for two-way synchronization?

To integrate Microsoft Dynamics CRM 365 with Dashly for two-way synchronization, Albato uses a system of triggers and actions. You can link Dashly to Microsoft Dynamics CRM 365 by setting up two separate automations. The first automation sent data from Dashly to Microsoft Dynamics CRM 365. For instance, when a record is created or updated in Dashly, the automation ensures the changes are reflected in Microsoft Dynamics CRM 365. The second automation works in reverse, updating Dashly 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 Dashly integration and keeps your data consistent across both platforms.

Build your integration for free!

Get started

Dashly and Microsoft Dynamics CRM 365 integration

Trusted by over 110,000 users

How Albato works

How to Connect Dashly to Microsoft Dynamics CRM 365

Connect Dashly to Microsoft Dynamics CRM 365

Create workflow for Microsoft Dynamics CRM 365 and Dashly integration

Sync Dashly with Microsoft Dynamics CRM 365 data

Integrate Dashly with Microsoft Dynamics CRM 365 now!

Triggers and actions for Microsoft Dynamics CRM 365 and Dashly integration

User started conversation

Custom event

A New Entity

Updating an Entity

Reply in a conversation

Assign conversation

Create an Entity

Update an Entity

Make your integration smarter with AI

Start with Dashly and Microsoft Dynamics CRM 365 integration templates!

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

Connect Dashly 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 Dashly

Dashly

Microsoft Dynamics CRM 365

Learn how to connect Microsoft Dynamics CRM 365 to Dashly

Chili Piper Alternatives 2024: Top 6 Scheduling & Lead Management Tools

Dashly: Automate leads collection

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 Dashly and Microsoft Dynamics CRM 365 Integration

Build your integration for free!