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Onfleet logo
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Connect Onfleet to Microsoft Dynamics CRM

Automate workflows and sync data between Onfleet and Microsoft Dynamics CRM with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect Onfleet & Microsoft Dynamics CRM?

Intelligent Automation Workflows

Leverage 18 available triggers from Onfleet to execute 5 targeted actions in Microsoft Dynamics CRM automatically.

Eliminate Manual Data Entry

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

Real-time Business Intelligence

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

Available Triggers & Actions

Onfleet logo

Onfleet

Triggers (18)

Task ETA

Triggers when a task worker ETA less than or equal to threshold value provided, in seconds

webhook
Task Cloned

Triggers when a task is cloned

webhook
Task Failed

Triggers when a task has failed

webhook
Task Arrival

Triggers when a task worker arriving at or closer than threshold value provided, in meters

webhook
Task Created

Triggers when a task is created

webhook
Task Delayed

Triggers when a task is delayed

webhook
Task Deleted

Triggers when a task is deleted

webhook
Task Started

Triggers when a task is started

webhook
Task Updated

Triggers when a task is updated

webhook
Task Assigned

Triggers when a task is assigned

webhook
Task Completed

Triggers when a task is completed

webhook
Worker Created

Triggers when a worker is created

webhook
Worker Deleted

Triggers when a worker is deleted

webhook
Task Unassigned

Triggers when a task is unassigned

webhook
Worker Duty Change

Triggers when a worker status changes

webhook
SMS Recipient Opt Out

Triggers when a recipient opts out of SMS notifications

webhook
Auto Dispatch Completed

Triggers when team auto-dispatch calculation is completed

webhook
SMS Recipient Response Missed

Triggers when a recipient responds to a notification via SMS, but the organization is unable to handle it at that time

webhook

Actions (33)

Get Hubs

Get many hubs

Auth Required
Get Task

Get a specific task

Auth Required
Get Team

Gets an existing team

Auth Required
Get Tasks

Get many task

Auth Required
Get Teams

Gets many existing team

Auth Required
Clone Task

Clones a task

Auth Required
Create Hub

Create a new hub

Auth Required
Get Administrators

Get many administrators

Auth Required
Get Worker

Get an existing worker's details

Auth Required
Update Hub

Update an existing hub

Auth Required
Create Task

Creates a task

Auth Required
Create Team

Create a new team

Auth Required
Delete Task

Deletes a task

Auth Required
Delete Team

Delete an existing team

Auth Required
Update Task

Updates a task

Auth Required
Update Team

Update an existing team

Auth Required
Create Administrator

Create a new administrator

Auth Required
Delete Administrator

Delete an existing administrator

Auth Required
Update Administrator

Update an existing administrator

Auth Required
Force Complete Task

Force completes a task

Auth Required
Create Worker

Create a new worker

Auth Required
Delete Worker

Delete an existing worker

Auth Required
Get Container

Get a specific container

Auth Required
Get Recipient

Gets a single recipient

Auth Required
Update Worker

Update an existing worker

Auth Required
Custom API Call

Send a custom API call to a specific endpoint

Auth Required
Get Destination

Get a specific destination

Auth Required
Create Recipient

Creates a recipient

Auth Required
Get Organization

Get your organization details

Auth Required
Update Recipient

Updates a recipient

Auth Required
Create Destination

Create a new destination

Auth Required
Get Worker Schedule

Get an existing worker's schedule

Auth Required
Get Delegatee Details

Get details of a connected organization

Auth Required
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

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 Onfleet trigger → Create/Update in Microsoft Dynamics CRM

Most Popular
OnfleetOnfleet

Task ETA

Microsoft Dynamics CRMMicrosoft Dynamics CRM

Custom API Call

How It Works

1

Connect Apps

Authenticate your Onfleet and Microsoft Dynamics CRM 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 Onfleet and Microsoft Dynamics CRM with 18 available triggers for instant updates.

Automated Actions

Execute 38 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 Onfleet and Microsoft Dynamics CRM in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

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

Error Handling

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

Ready to Connect Onfleet & Microsoft Dynamics CRM?

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