Microsoft Dynamics 365

Create or update Dynamics 365 records from Cognito Forms entries automatically.

Microsoft Dynamics 365 is a cloud suite of CRM and ERP applications for sales, service, and operations. Connecting with Cognito Forms records new entries to the right entities, creates or updates records, and keeps team pipelines and cases up to date.

Automate CRM workflows end to end—capture leads, create contacts, and update records without manual entry.

  • Faster lead response and handoffs
  • Fewer data entry mistakes
  • Up-to-date customer records

Use this integration to:

  • Create and update leads and contacts
  • Attach files and links to records
  • Trigger follow‑ups and notifications

Use this integration when you

Use Microsoft Dynamics 365 to turn form entries into CRM updates, route follow‑ups, and keep sales and support teams working from accurate data.

Commonly used on:

How It Works

  1. Log in to Power Automate
    1. Access your Power Automate dashboard
  2. Create an automated flow
    1. Click “Create -> Automated cloud flow”
  3. Set Cognito Forms as the trigger
    1. Choose “When a new entry is submitted” for Cognito Forms.
    2. Connect your Cognito Forms account and select the form.
  4. Add Dynamics 365 as the action
    1. Add the “Create a new record” action for Dynamics 365.
    2. Connect your Dynamics 365 account.
  5. Map form fields to Dynamics 365 fields
    1. Align Cognito Forms fields with corresponding Dynamics 365 attributes.
  6. Test the flow
    1. Submit a test entry in Cognito Forms and verify data appears correctly in Dynamics 365.
  7. Activate the flow
    1. Save and turn on the flow.

Still need help? Check out our Microsoft Power Automate support article.
Sales & CRM