Microsoft Dynamics 365 CRM

How to integrate Microsoft Dynamics 365 CRM with Webflow

Microsoft Dynamics 365 CRM is a platform that includes five core modules Sales, Marketing , Customer Service, Field Service, and Customer Insights. All modules integrate with Microsoft 365 and include Copilot AI capabilities.

To integrate Microsoft Dynamics 365 CRM with Webflow, choose from three approaches, including embedded Microsoft features, middleware platforms like Zapier, or custom API development.

Primary use cases include lead-capture automation, website visitor tracking linked to CRM records, and bidirectional CMS synchronization. The methods below progress from simplest to most advanced.

Native features, direct embeds and widgets

Microsoft provides three embedding methods for direct integration with Dynamics 365 Customer Insights without middleware. Requires a Customer Insights license with marketing capabilities.

Embed Dynamics 365 marketing forms

Design forms in Dynamics 365 Customer Insights, publish them, and paste the generated code into Webflow's Custom Code Embed element. Forms automatically create lead or contact records without middleware.

Microsoft's embed documentation provides JavaScript embed codes for placing forms directly on Webflow pages.

• Form prefilling: requires domain authentication to pre-populate fields for known contacts
• Automatic lead generation: submissions create records based on form configuration
• Journey orchestration: form submissions trigger customer journeys for automated follow-up
• Custom styling: adjust appearance through the Dynamics 365 form designer

Implementation: Create your form in Customer Insights - Journeys, click Go live, copy the JavaScript from Form hosting, add a Custom Code Embed element to your Webflow page, and paste the code into it.

Form capture for existing Webflow forms

Keep Webflow-designed forms while capturing submissions in Dynamics 365 through a JavaScript snippet. This maintains complete design control in Webflow while sending data to your CRM.

Create a marketing form in Customer Insights, select Form capture, map Webflow field names to CRM fields, then add the script using Webflow's custom code settings.

Track website visitors with Microsoft Dynamics 365 Customer Insights script

Add a JavaScript tracking snippet to monitor visitor behavior and connect browsing data to contact records. The Customer Insights tracks page visits, time on page, click patterns, and browsing paths for both anonymous and known contacts.

The implementation steps are as follows:

1. Create a website record under Settings > Website tracking
2. Copy the generated JavaScript snippet
3. Add code site-wide in Webflow's Project Settings > Custom Code
4. Publish your site

Zapier integration

Zapier's pre-built templates connect Webflow form submissions to Dynamics 365 without code. The workflow builder handles OAuth authentication and field mapping through dropdown menus.

• Create leads from submissions: automatically generate lead records from forms
• Custom field mapping: connect Webflow fields to standard or custom Dynamics 365 properties
• Bi-directional sync: two-way data flow between platforms

Create a Zap with Webflow > Form Submission as trigger, Microsoft Dynamics 365 CRM > Create Lead or Create Contact as action, map fields, and test.

Automate with Make

Make's Dynamics 365 integration supports bi-directional sync, custom field mapping, real-time webhook triggers, and error handling with retry logic.

• Real-time processing: webhooks trigger immediate data transfer
• Multi-step transformations: add validation, formatting, or enrichment
• Error handling: configure retry logic and fallback actions
• Conditional routing: direct submissions to different records based on field values

Configure webhooks in Webflow under Integrations > Webhooks, select Form Submission, paste Make's webhook URL, then build your scenario in Make.

Webflow webhooks + Power Automate

Use Webflow webhooks to trigger Power Automate flows that create Dynamics 365 records — a hybrid solution using existing Microsoft licenses without third-party costs.

The setup includes the following steps:

1. Create a Power Automate flow with When an HTTP request is received trigger
2. Define JSON schema matching your form structure
3. Add Create a new record action for Dynamics 365
4. Map webhook fields to entity properties
5. Copy the HTTP POST URL

In Webflow, select your form, open Settings, click the plus next to Send to, choose Webhook, and paste the URL.

Build with Webflow and Dynamics 365 API

Most organizations use no-code platforms successfully. Custom API development is available for complex business logic or specialized requirements but requires developer expertise.

The Dynamics 365 Web API provides REST access to CRM entities with OAuth 2.0 authentication. Webflow's webhooks can trigger external automation through Power Automate or direct API calls.

Custom lead capture with server-side processing

For advanced scenarios beyond platform capabilities, implement Webflow webhooks with Power Automate for full programmatic control.

The pattern includes the following:

1. Configure Webflow Form Submission webhook to POST to your endpoint
2. Validate and transform data
3. Authenticate with OAuth 2.0
4. Create/update records via Dynamics 365 Web API
5. Implement error handling and retry logic

Use for email verification before CRM creation, custom deduplication, or multi-system integration.

Note: Dynamics 365 plugins have a two-minute execution limit. Use Azure Functions for long-running operations.

Sync Webflow CMS with Dynamics 365 entities

Synchronize CMS collections and Dynamics 365 entities using Zapier, Make, or Albato for partner directories, case studies, or product catalogs.

Webflow's CMS API provides CRUD access to collection items. Use custom code in CMS for additional flexibility. Combine with the Dynamics 365 Web API for synchronization.

The patterns include:

• One-way sync — pull Dynamics 365 data to Webflow via third-party platforms
• Two-way sync — use middleware with conflict resolution logic
• Batch sync — periodic jobs for large datasets

Additionally, implement detailed logging, rate limit monitoring, and retry mechanisms.

Real-time visitor data synchronization

Combine Dynamics 365 contact records with form capture or embedded forms to personalize content and enable account-based marketing.

Here are the patterns:

1. Use Customer Insights tracking script for known contacts
2. Use embedded forms with prefilling
3. Map Webflow fields to Dynamics 365 via form capture
4. Embed tracking code via Webflow custom code
5. Sync interactions via webhooks or Zapier

What you can build

When implemented, Microsoft Dynamics CRM integrations with Webflow enable data-driven websites that can automatically capture and sync customer information across marketing and sales workflows using integration tools like Zapier, Make, or Power Automate.

• Lead generation landing pages: form submissions auto-create qualified leads with sales team routing
• Partner portals with CRM directories: sync partner data from Dynamics 365 to Webflow CMS
• Customer journey tracking: connect anonymous browsing to known contacts via tracking scripts
• Multi-step qualification forms: progressive profiling with CRM data prefilling