CRM & ERP systems • Microsoft

Microsoft Dynamics CRM 365 and Retable integration

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

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 Microsoft Dynamics CRM 365 and Retable. 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 Microsoft Dynamics CRM 365 and Retable, Albato is the way to go!

Integrate Retable with Microsoft Dynamics CRM 365 seamlessly using Albato, your go-to platform for simplifying the automation and integration process between various applications. Albato's no-code automation builder allows users to easily connect apps and set up workflows, making it possible to automate tasks without any technical background. With Albato, integration revolves around triggers—events that launch the automation sequence—and actions, the subsequent tasks performed in response. For a practical integration example between Retable and Microsoft Dynamics CRM 365: configure a workflow where a "New event in the table" in Retable (trigger) leads to the "Create an Entity" action in Microsoft Dynamics CRM 365. This integration ensures that whenever a new record is added to a Retable table, a corresponding entity is automatically created in Microsoft Dynamics CRM 365, facilitating real-time data synchronization and improving efficiency across both platforms. This Retable Microsoft Dynamics CRM 365 integration exemplifies how businesses can streamline their operations and maintain cohesive, up-to-date records across their software ecosystem with Albato.

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

How to Connect Microsoft Dynamics CRM 365 to Retable

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

STEP 1

Connect Microsoft Dynamics CRM 365 to Retable

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

Microsoft Dynamics CRM 365

Select a Trigger

STEP 2

Create workflow for Retable and Microsoft Dynamics CRM 365 integration

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

Trigger

Action

STEP 3

Sync Microsoft Dynamics CRM 365 with Retable data

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

Synс data

Integrate Microsoft Dynamics CRM 365 with Retable now!

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

Try this integration!7-Day free trial

Triggers and actions for Retable and Microsoft Dynamics CRM 365 integration

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

Triggers 3

A New Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Updating an Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

New event in the table

Triggers

Try Retable integrations!

Actions 9

Create an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Update an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Inserts new record to the given Retable

Actions

Try Retable integrations!

Update row of a specific Retable

Actions

Try Retable integrations!

Make your integration smarter with AI

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

Start with Microsoft Dynamics CRM 365 and Retable integration templates!

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

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

Retable integration with Microsoft Dynamics CRM 365

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.

Retable

Unlock the full potential of Retable with Albato by integrating it with over 600 popular applications. This powerful integration, facilitated through Retable's API, allows you to connect, automate, and streamline data management processes across a wide range of platforms including Google Sheets, Google Calendar, Slack, Salesforce, Microsoft Teams, QuickBooks Online, Typeform, HubSpot, Shopify, and Squarespace. Actions such as updating rows, inserting new records into Retable, or retrieving workspace information become seamlessly automated. Plus, with triggers like a new event in the table, your data across different applications stays synchronized and up-to-date. Simplify your data management and enhance productivity by integrating Retable with Albato today.

Learn how to connect Retable to Microsoft Dynamics CRM 365

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

OpenAI

7 min. read

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

Best AI tools 2025 for business & work. Top AI assistants for meetings, SEO, writing, coding. Complete guide to boost productivity with artificial intelligence.

Frequently asked questions about Microsoft Dynamics CRM 365 and Retable Integration

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

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 Microsoft Dynamics CRM 365 and Retable. 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 Microsoft Dynamics CRM 365 and Retable, Albato is the way to go!

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

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

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

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

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

Yes, Microsoft Dynamics CRM 365 integrates with Retable 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 Microsoft Dynamics CRM 365 integration with Retable 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 Microsoft Dynamics CRM 365 and Retable 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 Retable integration with Microsoft Dynamics CRM 365, ensuring your workflows operate according to your requirements.

How to connect Microsoft Dynamics CRM 365 to Retable?

Setting up an integration between Microsoft Dynamics CRM 365 and Retable 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 Microsoft Dynamics CRM 365 and Retable from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Microsoft Dynamics CRM 365 (the trigger) that will cause an action in Retable, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Microsoft Dynamics CRM 365 and Retable, ensuring accurate data transfer.

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

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

To sync Microsoft Dynamics CRM 365 with Retable 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 Retable integration with Microsoft Dynamics CRM 365, 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 Retable to Microsoft Dynamics CRM 365 for two-way synchronization?

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

Build your integration for free!

Get started

Microsoft Dynamics CRM 365 and Retable integration

Trusted by over 110,000 users

How Albato works

How to Connect Microsoft Dynamics CRM 365 to Retable

Connect Microsoft Dynamics CRM 365 to Retable

Create workflow for Retable and Microsoft Dynamics CRM 365 integration

Sync Microsoft Dynamics CRM 365 with Retable data

Integrate Microsoft Dynamics CRM 365 with Retable now!

Triggers and actions for Retable and Microsoft Dynamics CRM 365 integration

A New Entity

Updating an Entity

New event in the table

Create an Entity

Update an Entity

Inserts new record to the given Retable

Update row of a specific Retable

Make your integration smarter with AI

Start with Microsoft Dynamics CRM 365 and Retable integration templates!

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

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

Never miss a lead or deal again!

Retable integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Retable

Learn how to connect Retable to Microsoft Dynamics CRM 365

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

Retable: Automate Your Smart Database

Frequently asked questions about Microsoft Dynamics CRM 365 and Retable Integration

Build your integration for free!