Chargebee + Microsoft Dynamics 365 Integrations
Put Chargebee + Microsoft Dynamics 365 to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between Chargebee and Microsoft Dynamics 365
See the kind of workflows teams build with Chargebee and Microsoft Dynamics 365 below — describe the exact one you want above and the Agent builds it on demand.
Chargebee + Microsoft Dynamics 365
When customer details are updated in Chargebee, sync changes to Microsoft Dynamics 365 CRM.
Convert won deals into paying customers
When a deal is marked won in Microsoft Dynamics 365, automatically create a new customer in Chargebee to start subscription billing.
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Log canceled subscriptions on CRM deals
When a subscription is canceled in Chargebee, update the deal stage in Microsoft Dynamics 365 so sales reps can attempt churn recovery.
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Track invoice generation in customer activity logs
When a new invoice is generated in Chargebee, log an activity record on the contact profile in Microsoft Dynamics 365.
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Browse the full workflow library →
Looking to achieve something else with Chargebee and Microsoft Dynamics 365?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for Chargebee and Microsoft Dynamics 365
Everything Chargebee and Microsoft Dynamics 365 can do inside a workflow — the triggers that start one and the actions that run when it fires.
Chargebee Explore Chargebee →
Chargebee is a subscription billing and revenue management platform designed for recurring business models and eCommerce operations.
TriggersTriggers when a card is deleted.
Triggers when a credit card expires.
Triggers when customer details such as first name, last name, email, billing address, etc., are updated.
Triggers when a customer is created.
Triggers when a new invoice is generated(with line item support).
Triggers when a payment fails.
Updates next billing date of a subscription.
Creates a new customer in Chargebee.
Creates a new subscription. If you are on Catalog 1.0 of Chargebee, this action allows you to create a subscription and a customer in a single step. If you are on Catalog 2.0 of Chargebee, this action allows you to create a subscription for an existing customer
Pauses a subscription in Chargebee.
Records an offline payment for unpaid invoices.
Resumes a paused subscription in Chargebee.
Microsoft Dynamics 365 Explore Microsoft Dynamics 365 →
An enterprise customer relationship management platform that helps businesses manage sales, customer service, and marketing operations.
Knit's Integrations Agent builds Microsoft Dynamics 365's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft Dynamics 365's API.
Other Subscription Management apps on Knit
Explore more Subscription Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AffiniPay
AffiniPay is an online payment processing platform tailored for professional services firms to accept credit cards and eChecks.
Andpay
Andpay is subscription management software.
Billsby
A recurring billing and subscription management software designed to automate customer invoicing and payment collection.
Bit2Me
Bit2Me is a cryptocurrency platform providing digital wallet services, crypto exchanges, and payment gateway solutions for buyers and merchants.
Blink Payment
Blink Payment is payment processing and subscription management software designed to handle recurring payments and merchant invoicing.
Braintree
Braintree is a merchant payment gateway and processing service by PayPal that enables online businesses to accept credit cards and digital wallets.
BTCPay Server
BTCPay Server is a self-hosted cryptocurrency payment processor that enables merchants to accept Bitcoin and digital assets.
ChargeAutomation
ChargeAutomation is a payment and guest experience automation platform that processes hotel deposits, digital check-ins, and upsells.
Other CRM apps on Knit
Explore more CRM integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10xCRM
10xCRM is a customer relationship management solution that helps sales teams organize contacts, track pipelines, and automate communications.
17hats
17hats is a business management and CRM software designed for solo entrepreneurs and small businesses to handle client workflows and invoicing.
1CRM
1CRM is an all-in-one customer relationship management solution for small and medium businesses to manage leads, orders, and service requests.
AccuLynx
AccuLynx is a dedicated roofing business management software designed to streamline contracting estimates, field management, lead tracking, and client communications.
Act!
Act! is a customer relationship management and marketing automation solution designed to manage sales pipelines, customer records, and communication histories.
Actionstep
Actionstep is a cloud-based law practice management platform that includes legal CRM, matter management, and billing tools.
Advyzon
Advyzon is an all-in-one financial advisor management platform combining client reporting, billing, document management, and CRM features.
Aesthetic Record EMR
Aesthetic Record EMR is an electronic medical records and practice management solution designed specifically for medical spas and aesthetic clinics.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about Chargebee + Microsoft Dynamics 365
Is there a pre-built Chargebee + Microsoft Dynamics 365 automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Chargebee and Microsoft Dynamics 365's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built Chargebee or Microsoft Dynamics 365 connector?
No. The Agent works whether or not Chargebee or Microsoft Dynamics 365 already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Chargebee and Microsoft Dynamics 365 help sales teams?
Sales representatives can track subscriber status, renewals, and churn directly within Microsoft Dynamics 365 without needing access to financial tools.
Can a won deal automatically convert into an active billing customer?
Yes, winning a deal in Microsoft Dynamics 365 can instantly create a corresponding customer account in Chargebee to streamline invoicing.