New Feature! Create, Update, and Find Custom Entities in Microsoft Dynamics 365 is live

We've added an exciting new update to our Microsoft Dynamics 365 integration! You can now create, update, and find custom entities, making it easier than ever to manage and utilize your custom data within Dynamics 365.

What This Means for You:

• Enhanced Data Management: Seamlessly create, update, and locate custom entities tailored to your specific business needs.
• Increased Flexibility: Customize your Dynamics 365 experience by managing unique data sets that are crucial to your operations.
• Improved Workflow Automation: Automate processes involving custom entities, saving time and reducing manual tasks.

Use Cases Enhanced by This Feature:

• Custom CRM Solutions: Build a CRM tailored to your unique business requirements by managing custom entities such as unique client identifiers or custom sales data.
• Project Tracking: Create and update custom entities to track project-specific details, milestones, and deliverables.
• Enhanced Reporting: Find custom entities to generate comprehensive reports based on custom data fields, providing deeper insights into your business operations.

New Feature! Specify Owner in "Create Lead" action is live

You can now specify the Owner when creating a new lead in Microsoft Dynamics 365. This allows for greater flexibility and control over lead assignments right from the get-go.

What This Means for You:

• Enhanced Control: Assign the appropriate Owner to each new lead directly, without needing to make changes later.
• Streamlined Workflow: Reduce the number of steps in your lead management process by setting the correct Owner from the start.
• Improved Efficiency: Ensure leads are immediately directed to the right person, increasing response times and follow-up efficiency.

Use Cases:

• Sales Team Assignments: Automatically assign new leads to specific sales representatives based on region, product interest, or other criteria.
• Lead Rotation: Implement a round-robin assignment system where new leads are distributed evenly among your sales team.
• Account Management: Direct new leads to account managers responsible for specific clients or territories, ensuring personalized and focused follow-up.

We've fixed the 'Cannot read property 'Label' of undefined' issue in Microsoft Dynamics 365

Users experienced problems with fields loading in the Zap editor and encountered errors when testing the Create Contact step.

We’ve resolved the issues causing the 'Cannot read property 'Label' of undefined' error. Now, fields load correctly in the Zap editor, and the Create Contact step works seamlessly during testing.

What This Means for You:

• Smooth Workflow: Enjoy a hassle-free experience when setting up Zaps with Microsoft Dynamics 365.
• Reliable Testing: Confidently test the Create Contact step without encountering errors.
• Enhanced Productivity: Focus more on your tasks with fewer interruptions and technical glitches.

Use Cases Enhanced by This Fix:

• Contact Management: Automatically create new contacts in Microsoft Dynamics 365 without running into field loading issues.
• Sales Automation: Streamline your sales processes by ensuring contact details are correctly captured and saved.
• Data Synchronization: Keep your contact data up-to-date across systems with reliable automation.

New Trigger! Make the Updated Contact trigger customizable to only trigger on a specific updated field

You can now customize the Updated Contact trigger in Microsoft Dynamics 365 to fire only when a specific field is updated. We've also added the State Code field in Account, Contact, Invoice, Campaign Response, and Opportunity entities for the Find Step.

What This Means for You:

• Precision Triggering: Select specific fields that will trigger your workflows, ensuring that only relevant updates activate your Zaps.
• Enhanced Efficiency: Reduce unnecessary triggers and streamline your processes by focusing on crucial updates.
• Improved Customization: Utilize the newly added State Code field across various entities for more detailed and specific automation.

Use Cases:

• Targeted Campaigns: Trigger a Zap only when a contact's email address is updated, ensuring your marketing campaigns always have the most current information.
• Account Management: Activate workflows when key fields such as phone numbers or addresses are changed, helping your team stay up-to-date with client information.
• Sales Optimization: Utilize the State Code field in Opportunity entities to trigger specific actions based on regional updates, enhancing sales strategies.

New Feature! Find or Create Contact: Add Option to Only Match on Email Address is Live

You can now choose to search by email only in the Find Contact and Find Account actions in Microsoft Dynamics 365, even if other fields are populated.

What This Means for You:

• Improved Accuracy: Ensure you’re finding the correct contact by matching solely on email address.
• Simplified Search: Easily locate contacts or accounts without worrying about other fields.
• Enhanced Efficiency: Streamline your workflows by focusing searches on unique email identifiers.

Use Cases:

• Email Campaigns: Quickly find or create contacts for email marketing campaigns by matching on email addresses.
• Customer Support: Streamline support processes by accurately pulling up customer information using email addresses.
• Sales Processes: Enhance lead management by ensuring that contacts are uniquely identified through their email addresses, preventing duplicates.

Hi,

How can I implement it?
“Precision Triggering: Select specific fields that will trigger your workflows, ensuring that only relevant updates activate your Zaps.”

I don’t see the option/config inside the Zapier when choose Trigger Event: “Updated Contact”.

Hi there, @febbyrg! 

It looks like there’s an Info field available in the Configure section of the Updated Contact trigger where you’d select the relevant fields to limit what changes it should trigger on. If that’s not appearing, or you have any issues in selecting a field, please start a new topic in the Community here and share a screenshot of what you’re seeing in the Zap so we can assist further. Thanks!