Connect FastField Mobile Forms and Microsoft Dynamics 365 CRM to unlock the power of automation
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Set up your first integration
Quickly connect FastField Mobile Forms to Microsoft Dynamics 365 CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate FastField Mobile Forms with Microsoft Dynamics 365 CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Form Submission" from FastField Mobile Forms.
Add your action
An action happens after the trigger—such as "Create Account" in Microsoft Dynamics 365 CRM.
You’re connected!
Zapier seamlessly connects FastField Mobile Forms and Microsoft Dynamics 365 CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FormRequired
Try ItTriggerInstant- List NameRequired
- FileRequired
ActionWrite- New Account
Triggers when a new account is created.
Try ItTriggerPolling - New Contact
Triggers when a new contact is created.
Try ItTriggerPolling
- FormRequired
ActionWrite- List NameRequired
- FileRequired
ActionWrite
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Connect FastField Mobile Forms and Microsoft Dynamics 365 CRM to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Provide world-class support with a little help from automation
Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Microsoft Dynamics 365 CRM on the Zapier blog
Frequently Asked Questions about FastField Mobile Forms + Microsoft Dynamics 365 CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with FastField Mobile Forms and Microsoft Dynamics 365 CRM
How do I integrate FastField Mobile Forms with Microsoft Dynamics 365 CRM?
To integrate FastField Mobile Forms with Microsoft Dynamics 365 CRM, you can use our platform to map form submission data from FastField to the corresponding fields in Dynamics 365. This integration allows for seamless data entry and synchronization between the two systems.
Can I automate actions in Microsoft Dynamics 365 CRM using data from FastField Mobile Forms?
Yes, you can set up automated actions in Microsoft Dynamics 365 CRM based on triggers from FastField Mobile Forms submissions. For example, a new form submission can trigger the creation of a record or update an existing one in Dynamics.
What kind of triggers are available for this integration?
The primary trigger available is the submission of a new form in FastField. Once a new form is submitted, this event can kick off various actions in Microsoft Dynamics 365 CRM, such as creating or updating records.
Are there any limitations on the types of data that can be synced between FastField and Microsoft Dynamics 365?
Generally, most types of field data from FastField forms can be synced with Dynamics 365. However, complex data types or very large files might require additional configuration.
How frequently does data get synced between the two platforms?
Data sync typically occurs in real-time as soon as a form is submitted through FastField and processed by our platform for integration with Dynamics 365 CRM.
Is it possible to update existing records in Dynamics 365 using submission data from Fastfield?
Yes, you can definitely update existing records in Microsoft Dynamics 365 using new submissions from your mobile forms on Fastfield. During setup, simply configure your workflow to match submission fields to existing record fields appropriately.
What happens if there’s an error during syncing?
In case of an error during syncing between FastField and Microsoft Dynamics 365, we provide detailed logs and alerts that help identify the issue quickly so it can be resolved without significant disruption.
