Connect Highrise with Microsoft Dynamics 365

Integrating Highrise with Microsoft Dynamics 365 is one of the most popular automation workflows for teams that rely on both crm and crm tools. Whether you're a small startup or a large enterprise, connecting these two platforms can dramatically reduce manual work and improve data accuracy across your organization.

The core benefit of this integration is eliminating the constant context-switching between Highrise and Microsoft Dynamics 365. Instead of manually checking both platforms and copying data between them, you can set up automated workflows that handle the heavy lifting. Teams that implement this integration typically report saving 5-10 hours per week on manual data entry and coordination tasks.

There are several ways to connect Highrise and Microsoft Dynamics 365. The most popular approach is using a no-code automation platform like Make (formerly Integromat) or Zapier. These platforms provide pre-built connectors for both Highrise and Microsoft Dynamics 365, allowing you to create sophisticated workflows using a visual drag-and-drop interface. No programming knowledge is required.

To get started, you'll need active accounts on both Highrise and Microsoft Dynamics 365, plus a free account on your chosen automation platform. The setup process typically takes 10-15 minutes for basic workflows. Sign up on the automation platform, search for Highrise in the app directory, authorize the connection with your Highrise credentials, then repeat the process for Microsoft Dynamics 365.

Since both Highrise and Microsoft Dynamics 365 are crm tools, the most valuable integration pattern is bidirectional synchronization. This ensures that contacts created or updated in either platform are automatically reflected in the other. This is especially useful for organizations in the process of migrating between tools, or for teams that have standardized on different platforms.

For more advanced use cases, you can build multi-step workflows that include conditional logic, data transformation, and error handling. For example, you can create a workflow that checks if a record already exists before creating a duplicate, or one that formats data differently based on its source. Most automation platforms also support webhooks for real-time triggers, ensuring your data stays synchronized with minimal delay.

When setting up your Highrise and Microsoft Dynamics 365 integration, it's important to consider data mapping carefully. Make sure the fields in Highrise correctly map to the corresponding fields in Microsoft Dynamics 365. For custom fields or complex data structures, you may need to use data transformation functions provided by your automation platform. Testing your workflow with sample data before going live is always recommended.

Security is another important consideration. Both Make and Zapier use OAuth 2.0 for authentication, which means your Highrise and Microsoft Dynamics 365 credentials are never stored directly. The platforms are SOC 2 Type II certified and comply with GDPR, ensuring your data is handled securely. You can also set up error notifications to alert you if any automation fails, so you can investigate and resolve issues quickly.