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Connect Microsoft Dynamics CRM to monday.com

Automate workflows and sync data between Microsoft Dynamics CRM and monday.com with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Microsoft Dynamics CRM & monday.com?

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps Microsoft Dynamics CRM and monday.com perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between Microsoft Dynamics CRM and monday.com for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

Microsoft Dynamics CRM logo

Microsoft Dynamics CRM

Actions (5)

Custom API Call

Make a custom API call to a specific endpoint

Auth Required
Get Record

Retrieves an existing record.

Auth Required
Create Record

Creates a new record.

Auth Required
Delete Record

Deletes an existing record.

Auth Required
Update Record

Updates an existing record.

Auth Required
monday.com logo

monday.com

Triggers (2)

New Item in Board

Triggers when a new item is created in board.

webhook
Specific Column Value Updated in Board

Triggers when a specific column value is updated in board.

webhook

Actions (8)

Create Item

Creates a new item inside a board.

Auth Required
Create Group

Creates a new group in board.

Auth Required
Create Column

Creates a new column in board.

Auth Required
Create Update

Creates a new update.

Auth Required
Get Board Values

Gets a list of board's items.

Auth Required
Update Item Name

Updates an item name.

Auth Required
Get an Item's Column Values

Gets column values of an item.

Auth Required
Update Column Values of Specific Item

Updates multiple columns values of specific item.

Auth Required

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When Microsoft Dynamics CRM trigger → Create/Update in monday.com

Most Popular
Microsoft Dynamics CRMMicrosoft Dynamics CRM

New event occurs

monday.commonday.com

Create Item

When monday.com trigger → Update Microsoft Dynamics CRM

Bi-directional
monday.commonday.com

New Item in Board

Microsoft Dynamics CRMMicrosoft Dynamics CRM

Custom API Call

How It Works

1

Connect Apps

Authenticate your Microsoft Dynamics CRM and monday.com accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between Microsoft Dynamics CRM and monday.com with 2 available triggers for instant updates.

Automated Actions

Execute 13 different actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect Microsoft Dynamics CRM and monday.com in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between Microsoft Dynamics CRM and monday.com with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

monday.com logoMicrosoft Dynamics CRM logo

Reverse Integration Available

Also connect monday.com to Microsoft Dynamics CRM for bidirectional automation

View Integration
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All Microsoft Dynamics CRM Integrations

Explore all available Microsoft Dynamics CRM connections

View All Integrations
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All monday.com Integrations

Explore all available monday.com connections

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Ready to Connect Microsoft Dynamics CRM & monday.com?

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