CRM & ERP systems • Microsoft

Microsoft Dynamics CRM 365 and Salesforce integration

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

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 Salesforce. 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 Salesforce, Albato is the way to go!

Albato simplifies the integration between Salesforce and Microsoft Dynamics CRM 365, making it easier for businesses to automate workflows and streamline operations across these two powerful platforms. Albato is an innovative platform designed to facilitate straightforward automations and integrations, without the need for coding knowledge. Its automation builder allows users to set up triggers (events that kick off an automation) and actions (tasks executed as a result of a trigger) in an intuitive interface. For example, a practical integration using Albago could involve a "New Opportunity" trigger in Salesforce. Whenever a new opportunity is created in Salesforce, this can automatically trigger an action in Microsoft Dynamics CRM 365, such as "Create an Entity" to mirror the opportunity information. This ensures that both systems are always up-to-date, enhancing data consistency and reducing manual data entry efforts for sales teams. This Salesforce and Microsoft Dynamics CRM 365 integration exemplifies how businesses can leverage Albato to connect their preferred tools seamlessly.

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

How to Connect Microsoft Dynamics CRM 365 to Salesforce

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

STEP 1

Connect Microsoft Dynamics CRM 365 to Salesforce

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

Microsoft Dynamics CRM 365

Select a Trigger

STEP 2

Create workflow for Salesforce and Microsoft Dynamics CRM 365 integration

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

Trigger

Action

STEP 3

Sync Microsoft Dynamics CRM 365 with Salesforce data

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

Synс data

Integrate Microsoft Dynamics CRM 365 with Salesforce now!

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Triggers and actions for Salesforce and Microsoft Dynamics CRM 365 integration

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

Triggers 9

A New Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Updating an Entity

Triggers

Try Microsoft Dynamics CRM 365 integrations!

Update record

Triggers

Try Salesforce integrations!

Delete record

Triggers

Try Salesforce integrations!

Actions 28

Create an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Update an Entity

Actions

Try Microsoft Dynamics CRM 365 integrations!

Create a record

Actions

Try Salesforce integrations!

Update a record

Actions

Try Salesforce integrations!

Make your integration smarter with AI

Enhance your Salesforce 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.

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

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

Salesforce 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.

Salesforce

Leverage Albato to integrate Salesforce with over 600 popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to Microsoft Dynamics CRM 365

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Frequently asked questions about Microsoft Dynamics CRM 365 and Salesforce Integration

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

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 Salesforce. 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 Salesforce, Albato is the way to go!

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

Yes, you can integrate Microsoft Dynamics CRM 365 with Salesforce 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 Salesforce 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 Salesforce integration at no cost.

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

To sync Salesforce 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 Salesforce seamless and tailored to your specific needs.

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

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

How to connect Microsoft Dynamics CRM 365 to Salesforce?

Setting up an integration between Microsoft Dynamics CRM 365 and Salesforce 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 Salesforce 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 Salesforce, 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 Salesforce, ensuring accurate data transfer.

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

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

To sync Microsoft Dynamics CRM 365 with Salesforce 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 Salesforce 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 Salesforce to Microsoft Dynamics CRM 365 for two-way synchronization?

To integrate Salesforce 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 Salesforce by setting up two separate automations. The first automation sent data from Microsoft Dynamics CRM 365 to Salesforce. For instance, when a record is created or updated in Microsoft Dynamics CRM 365, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating Microsoft Dynamics CRM 365 when changes occur in Salesforce.
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 Salesforce Microsoft Dynamics CRM 365 integration and keeps your data consistent across both platforms.

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Microsoft Dynamics CRM 365 and Salesforce integration

Trusted by over 110,000 users

How Albato works

How to Connect Microsoft Dynamics CRM 365 to Salesforce

Connect Microsoft Dynamics CRM 365 to Salesforce

Create workflow for Salesforce and Microsoft Dynamics CRM 365 integration

Sync Microsoft Dynamics CRM 365 with Salesforce data

Integrate Microsoft Dynamics CRM 365 with Salesforce now!

Triggers and actions for Salesforce and Microsoft Dynamics CRM 365 integration

A New Entity

Updating an Entity

Update record

Delete record

Create an Entity

Update an Entity

Create a record

Update a record

Make your integration smarter with AI

Start with Microsoft Dynamics CRM 365 and Salesforce integration templates!

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

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

Never miss a lead or deal again!

Salesforce integration with Microsoft Dynamics CRM 365

Microsoft Dynamics CRM 365

Salesforce

Learn how to connect Salesforce to Microsoft Dynamics CRM 365

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