One CRM for Sales and Leasing
New members, companies and opportunities from OfficeRnD can create matching records in Dynamics 365 CRM automatically, so your sales team works from one pipeline instead of cross-checking two systems.
OfficeRnD Flex integrates with Microsoft Dynamics CRM — new OfficeRnD Flex members and opportunities create matching records in Microsoft Dynamics 365 CRM.
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Fits an Existing Microsoft Stack
If your organization already runs Microsoft 365, Dynamics CRM keeps your sales data inside the same Microsoft ecosystem as your email, calendar and Teams.
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Enterprise Reporting on Top of OfficeRnD Data
Dynamics 365’s reporting and forecasting tools can work from OfficeRnD-sourced records, giving enterprise sales teams the pipeline visibility they’re used to.
Integration overview
This integration is powered by Zapier, not built or maintained natively by OfficeRnD. Both OfficeRnD and Microsoft Dynamics 365 CRM are supported apps on Zapier, so using OfficeRnD triggers such as New Member, New Company, New Opportunity and New Contract, you can build your own Zap to create and update matching records in Microsoft Dynamics 365 CRM. There’s no pre-built template for this specific pairing yet, so you’ll set the automation up yourself in Zapier’s editor rather than starting from a one-click template — you choose exactly which OfficeRnD events should act on Dynamics CRM and how.
What is Microsoft Dynamics CRM?
Microsoft Dynamics 365 CRM is Microsoft’s customer relationship management platform, covering sales, customer service and marketing within the broader Dynamics 365 business applications suite. It’s used by organizations that want CRM tightly integrated with the rest of their Microsoft tools. Learn more.
Didn’t find the integration you’re looking for?
No worries, we have an open API you can use to develop one yourself. You can check it out here.
Ready to give it a try?
We’d love to show you how OfficeRnD can help you automate the day-to-day and give your members a better experience.