How do I connect Microsoft Dynamics CRM?

Add the Microsoft Dynamics CRM piece to a flow, then authenticate with OAuth 2.0. Once connected, its 0 triggers and 5 actions are available anywhere in the builder.

What can I automate with Microsoft Dynamics CRM?

Connect Microsoft Dynamics CRM to any of 760+ other apps and AI steps, then automate the work in between without writing code.

Can I self-host the Microsoft Dynamics CRM integration?

Yes. Activepieces is fully self-hostable, so you can run the Microsoft Dynamics CRM piece on your own infrastructure with your connections and your data staying in your environment.

Can my AI agent use Microsoft Dynamics CRM as a tool?

Yes. Every piece you connect can be exposed over one Activepieces MCP server, so Claude, Cursor, Windsurf or any MCP client can call Microsoft Dynamics CRM actions as tools.

Microsoft Dynamics CRM integration

Customer relationship management software package developed by Microsoft.

Start building Use Microsoft Dynamics CRM with your AI

Actions: 5
Triggers: 0
Auth: OAuth 2.0
License: MIT, open source
Updated: September 2026

About the Microsoft Dynamics CRM integration

Add the Microsoft Dynamics CRM piece to a flow, connect your account once, and the rest of the builder can read from it and write to it. Because the piece is open source you can run it on our cloud or self-host it, and combine Microsoft Dynamics CRM with 760+ other apps in the same flow.

Actions

Everything Activepieces can do in Microsoft Dynamics CRM

Drop any of these into a flow and fill in the fields. No code is required.

Create Record
Creates a new record.
2 fields
Delete Record
Deletes an existing record.
2 fields
Get Record
Retrieves an existing record.
2 fields
Update Record
Updates an existing record.
3 fields
Custom API Call
Make a custom API call to a specific endpoint
10 fields

Use Microsoft Dynamics CRM in a flow

Connect Microsoft Dynamics CRM once and every trigger and action above is yours to drop into the builder, alongside 760+ other apps. Free to start, on our cloud or your own servers.

Build a Microsoft Dynamics CRM flow Talk to sales

Microsoft Dynamics CRM, answered.

Yes. Activepieces is open source and free to start, and the Microsoft Dynamics CRM piece is included on every plan, from the free cloud tier to any self-hosted deployment.

Guides using Microsoft Dynamics CRM

Automation in Sales: 8 Examples to Inspire Your Workflow Automation in sales uses software to handle lead capture, follow-ups, CRM updates and reporting, freeing reps to sell more and administer less.Top 10 Open-Source Workflow Automation Software in 2026 Explore the top ten open-source workflow automation software available in 2026. Discover what makes Activepieces stand out as the best choice.Process Orchestration in 2026: A Beginner’s Guide Learn what process orchestration is and how it works. Discover how Activepieces can help you orchestrate AI agents and business systems with ease.6 Examples of Automation in IT That Will Help You Get Ahead Explore different examples of automation in IT and discover how they can help you improve your workflow. Learn how Activepieces can help you out.

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