--- title: "Connect Microsoft Dynamics 365 with Zapier" description: "Send new sign-ups from Scratcher to Microsoft Dynamics 365 as leads or contacts with a Zap, step by step." url: https://scratcher.io/help/integrations/microsoft-dynamics-365 language: en --- 1. [Help center](https://scratcher.io/help) 2. [Integrations](https://scratcher.io/help/integrations) 3. Connect Microsoft Dynamics 365 with Zapier # Connect Microsoft Dynamics 365 with Zapier Send new sign-ups from Scratcher to Microsoft Dynamics 365 as leads or contacts with a Zap, step by step. You connect Scratcher to Microsoft Dynamics 365 (Sales, Customer Service or Marketing) through Zapier. A Zap takes every new lead from your Scratcher campaign and creates a lead or contact in Dynamics 365. ## What you need - A Zapier account. Zapier's free plan works for a simple two-step Zap. To filter on consent or avoid duplicates you need a paid Zapier plan with multi-step Zaps. - A Microsoft Dynamics 365 user with a Dynamics 365 license and a security role that can create, read and write leads (or contacts), for example **Salesperson**. - Your Dynamics 365 address, for example `https://yourcompany.crm4.dynamics.com`. - A Scratcher plan with integrations, and a campaign with at least one lead to test with. If it has none yet, take part once yourself. ## Step 1: Connect Scratcher to Zapier If you haven't used Zapier with Scratcher before, start with [Connect 8,000+ apps with Zapier](https://scratcher.io/help/integrations/zapier): in Scratcher go to **Settings** > **Integrations** > **Zapier**, click **Set up on Zapier** and accept the invitation to the Scratcher app. ## Step 2: Set up the trigger 1. In Zapier, click **Create** and choose **Zaps**. 2. As the trigger, search for and choose **Scratcher**, and choose the trigger for new leads. 3. Under the account, connect your Scratcher account: log in with your Scratcher email and password. If Scratcher shows an **Authorization request**, click **Authorize**. 4. Choose the campaign. 5. Click **Test trigger**. Zapier fetches a recent lead, so you can see the data. ## Step 3: Connect Dynamics 365 and choose the action 1. Add the action step, search for **Microsoft Dynamics 365** and choose the CRM app. 2. As the action event, choose the one that creates a record. 3. Connect your account: sign in with your Microsoft work account and enter your Dynamics 365 address if Zapier asks for it. 4. If Microsoft shows "Need admin approval", your IT admin must approve Zapier in Microsoft Entra ID first. 5. Choose the record type: **Lead** for new marketing leads, or **Contact** if your team works with contacts. ## Step 4: Map the fields Click into each Dynamics 365 field and pick the Scratcher data for it: - **Email** (emailaddress1): the lead's email. - **First Name** and **Last Name**: your form fields. - **Business Phone** or **Mobile Phone**: the phone number. - **Topic** (subject, required on leads): type a fixed text, for example "Scratcher summer game". - **Lead Source**: choose a value your team uses, for example **Web**. - Consent: if you have yes/no columns for marketing consent, map the consent from the Scratcher permissions. ## Step 5: Test and publish 1. Click **Test step**. Zapier creates the test lead in Dynamics 365. 2. Check the record in Dynamics 365, and delete it if you don't want to keep it. 3. Click **Publish** to turn the Zap on. ## Only send people who said yes Add a **Filter by Zapier** step between the trigger and the action: choose your marketing permission from Scratcher and set it to "(Boolean) Is true". People who didn't tick the box then stop at the filter. See [Consent and permissions](https://scratcher.io/help/forms/consent-and-permissions). ## Avoid duplicates The create action always creates a new record. To update existing people instead, add a search step for the record by email before the action, with the option to create it if it isn't found, and then update the record it found. ## Troubleshooting - Look at the **Zap history** in Zapier. Each run shows the data and Dynamics 365's error message. - "Principal user is missing prvCreateLead privilege" or similar: the user's security role can't create leads. Ask your Dynamics 365 admin. - A field is rejected: option set fields (like **Lead Source**) need one of the values that exist in Dynamics 365. - Leads arrive late: Zapier checks for new leads at intervals that depend on your Zapier plan. Integrations - [How integrations work](https://scratcher.io/help/integrations/how-integrations-work) - [All integrations](https://scratcher.io/help/integrations/other-integrations) - [Check the delivery status and resend leads](https://scratcher.io/help/integrations/delivery-status) - [Connect HubSpot](https://scratcher.io/help/integrations/hubspot) - [Connect Salesforce Marketing Cloud](https://scratcher.io/help/integrations/salesforce-marketing-cloud) - [Connect Microsoft Dynamics 365 with Zapier](https://scratcher.io/help/integrations/microsoft-dynamics-365) - [Connect Emarsys](https://scratcher.io/help/integrations/emarsys) - [Connect Klaviyo](https://scratcher.io/help/integrations/klaviyo) - [Connect Mailchimp](https://scratcher.io/help/integrations/mailchimp) - [Connect ActiveCampaign](https://scratcher.io/help/integrations/activecampaign) - [Connect Apsis One](https://scratcher.io/help/integrations/apsis-one) - [Connect Drip](https://scratcher.io/help/integrations/drip) - [Connect HeyLoyalty](https://scratcher.io/help/integrations/heyloyalty) - [Connect Peytz](https://scratcher.io/help/integrations/peytz) - [Connect Marketingplatform](https://scratcher.io/help/integrations/marketingplatform) - [Connect Campaign Monitor with Zapier](https://scratcher.io/help/integrations/campaign-monitor) - [Connect ActiveTrail with Zapier](https://scratcher.io/help/integrations/activetrail) - [Connect Bloomreach](https://scratcher.io/help/integrations/bloomreach) - [Connect Iterable](https://scratcher.io/help/integrations/iterable) - [Connect Mapp](https://scratcher.io/help/integrations/mapp) - [Connect Agillic](https://scratcher.io/help/integrations/agillic) - [Connect Ortto](https://scratcher.io/help/integrations/ortto) - [Connect Emarketeer](https://scratcher.io/help/integrations/emarketeer) - [Connect Shopify](https://scratcher.io/help/integrations/shopify) - [Connect Hello Retail](https://scratcher.io/help/integrations/hello-retail) - [Connect 8,000+ apps with Zapier](https://scratcher.io/help/integrations/zapier) - [Connect monday.com with Zapier](https://scratcher.io/help/integrations/monday-com) - [Connect Asana with Zapier](https://scratcher.io/help/integrations/asana) - [Connect Podio with Zapier](https://scratcher.io/help/integrations/podio) - [Connect Intercom with Zapier](https://scratcher.io/help/integrations/intercom) ## Related articles - [How integrations work](https://scratcher.io/help/integrations/how-integrations-work): Connect your email tool or CRM once, turn it on in each campaign, choose a list, map your fields and send only people who gave consent. - [Ask for consent and add terms and conditions](https://scratcher.io/help/forms/consent-and-permissions): Add consent checkboxes for newsletters, link your terms, choose which checkbox subscribes people and send only people who said yes to your email tool. - [Connect 8,000+ apps with Zapier](https://scratcher.io/help/integrations/zapier): Send new sign-ups from Scratcher to Google Sheets, Slack, your CRM or thousands of other apps with Zapier. ## Still need help? Real people are here to help. If you already use Scratcher, the quickest way is the chat inside the platform. - **[Chat with us](https://platform.scratcher.io/login)** Log in and click the chat button in the bottom-right corner. Rex answers right away, and our team is a click away. - **[Book a meeting](https://scratcher.io/book-a-meeting)** A free 30-minute video call with our team: a tour, campaign ideas or help with your setup. - **[Email us](mailto:contact@scratcher.io)** Write to contact@scratcher.io and we will get back to you.