Microsoft Dynamics CRM and MongoDB integration

Save yourself the work of writing custom integrations for Microsoft Dynamics CRM and MongoDB and use n8n instead. Build adaptable and scalable Marketing, Sales, Development, and Data & Storage workflows that work with your technology stack. All within a building experience you will love.

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How to connect Microsoft Dynamics CRM and MongoDB

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Microsoft Dynamics CRM and MongoDB integration: Create a new workflow and add the first step

Step 2: Add and configure Microsoft Dynamics CRM and MongoDB nodes

You can find Microsoft Dynamics CRM and MongoDB in the nodes panel. Drag them onto your workflow canvas, selecting their actions. Click each node, choose a credential, and authenticate to grant n8n access. Configure Microsoft Dynamics CRM and MongoDB nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Microsoft Dynamics CRM and MongoDB integration: Add and configure Microsoft Dynamics CRM and MongoDB nodes

Step 3: Connect Microsoft Dynamics CRM and MongoDB

A connection establishes a link between Microsoft Dynamics CRM and MongoDB (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Microsoft Dynamics CRM and MongoDB integration: Connect Microsoft Dynamics CRM and MongoDB

Step 4: Customize and extend your Microsoft Dynamics CRM and MongoDB integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Microsoft Dynamics CRM and MongoDB with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Microsoft Dynamics CRM and MongoDB integration: Customize and extend your Microsoft Dynamics CRM and MongoDB integration

Step 5: Test and activate your Microsoft Dynamics CRM and MongoDB workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Microsoft Dynamics CRM to MongoDB or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Microsoft Dynamics CRM and MongoDB integration: Test and activate your Microsoft Dynamics CRM and MongoDB workflow

Build your own Microsoft Dynamics CRM and MongoDB integration

Create custom Microsoft Dynamics CRM and MongoDB workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Microsoft Dynamics CRM supported actions

Account

Create

Delete

Get

Get Many

Update

MongoDB supported actions

Aggregate

Aggregate documents

Delete

Delete documents

Find

Find documents

Find And Replace

Find and replace documents

Find And Update

Find and update documents

Insert

Insert documents

Update

Update documents

Microsoft Dynamics CRM and MongoDB integration details

Microsoft Dynamics CRM is widely used CRM (Customer Relationship Management) system developed by Microsoft as part of their Dynamics 365 solutions. It helps businesses manage their databases, generate and convert more leads, and much more.

Microsoft Dynamics CRM node docs + examples

Microsoft Dynamics CRM credential docs

See Microsoft Dynamics CRM integrations

Related categories

Marketing

Sales

MongoDB is a data platform for developers that serves as a document-oriented database. It is a document data model that maps they way you code and think. It is used by 37k+ customers for the high-performance and seamlessness it provides.

MongoDB node docs + examples

MongoDB credential docs

See MongoDB integrations

Related categories

Development

Data & Storage

Other integrations with Microsoft Dynamics CRM

Other integrations with MongoDB

Microsoft Dynamics CRM and MongoDB integration tutorials

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MongoDB update / find and update running but not working for me

August 10, 2024 João Textor

Describe the problem/error/question I have a workflow in which I use MongoDB Find to get all entries in my collection. I Edit one of the fields using “Edit Fields”, and then I iterate a loop to Update that field on Mongo…

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