Dynamics 365 to QuoteCloud field map
Every field the Zaps on this site read or write, which way it travels, where it lands and a sample value. Hand it to whoever adds the columns in Dynamics.
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Into QuoteCloud go the opportunity's topic, ID, account and owner as data items, and the contact's name and email as the recipient. Back to Dynamics 365 go the QuoteCloud reference, a status, Last viewed, Signed on and Last signed by, written to custom columns on the opportunity, plus new contacts under their account.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, the data items of Tessmore Engineering's quote TE-Q-2431, each marked as coming from a Dynamics 365 field: opportunity topic, account, opportunity ID and owner. In front, an illustration of the Dynamics 365 opportunity with its QuoteCloud reference and QuoteCloud status columns updated by Zaps.
Which Dynamics 365 fields go where?
One group per Zap. Arrows show the direction; filled chips land in QuoteCloud, outlined ones in Dynamics 365 or Teams.
| Microsoft Dynamics 365 CRM: Dynamics 365 or Teams field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Quote Zap (Updated Opportunity → Create Document) | |||||
| Request quote | Microsoft Dynamics 365 CRM to QuoteCloud | Filter: is true | Search value | Yes |
|
| Topic | Microsoft Dynamics 365 CRM to QuoteCloud | Document title, Opportunity data item | Document field | Quenda Robotics · QR-310 brackets |
|
| Opportunity ID | Microsoft Dynamics 365 CRM to QuoteCloud | Opportunity ID data item | Data item | 7c1e2a90-…-4b20 |
|
| Potential customer | Microsoft Dynamics 365 CRM to QuoteCloud | Account data item | Data item | Quenda Robotics |
|
| Owner | Microsoft Dynamics 365 CRM to QuoteCloud | Sales engineer data item | Data item | Anjali Desai |
|
| Contact email, name (Find Contact) | Microsoft Dynamics 365 CRM to QuoteCloud | Contact and recipient | Contact field | marcus.oyelaran@example.com |
|
| QuoteCloud reference | QuoteCloud to Microsoft Dynamics 365 CRM | Document reference | Opportunity column | TE-Q-2431 |
|
| Status Zaps (QuoteCloud events → Update Opportunity) | |||||
| Topic (Find Opportunity) | QuoteCloud to Microsoft Dynamics 365 CRM | Document title | Search value | Brightfern Software · Remediation support |
|
| QuoteCloud status | QuoteCloud to Microsoft Dynamics 365 CRM | Fixed per Zap | Opportunity column | Viewed / Signed / Expired / Lost |
|
| Last viewed | QuoteCloud to Microsoft Dynamics 365 CRM | Viewed date | Opportunity column | Tue 13 Oct 2026 |
|
| Signed on | QuoteCloud to Microsoft Dynamics 365 CRM | Signed date | Opportunity column | Thu 15 Oct 2026 |
|
| Signer Zap (Recipient Signed Document) | |||||
| Last signed by | QuoteCloud to Microsoft Dynamics 365 CRM | Signer name and date | Opportunity column | Dana Whitlock, Wed 21 Oct |
|
| Contact Zaps | |||||
| Email, first and last name | Microsoft Dynamics 365 CRM to QuoteCloud | Contact (Find or Create Contact) | Contact field | lewis.tran@example.com |
|
| Account name (Find or Create Account) | QuoteCloud to Microsoft Dynamics 365 CRM | Company | Account column | Orchard & Pine Furniture |
|
| Email, first and last name | QuoteCloud to Microsoft Dynamics 365 CRM | Name, email | Contact column | dana.whitlock@example.com |
|
| Teams alerts | |||||
| Channel or chat message | QuoteCloud to Microsoft Dynamics 365 CRM | Reference, title, signer; owner and value from Find Opportunity | NL-M-3138 is signed by everyone |
||
All values are sample data. Request quote, QuoteCloud reference, QuoteCloud status, Last viewed, Signed on and Last signed by are custom columns your Dynamics admin adds.
The one field every return Zap needs
Every Zap that writes back to Dynamics first has to find the opportunity. The simplest key is the topic: the quote Zap uses it as the document's title, and Find Opportunity searches on it.
So don't rename one without the other. If your test data shows QuoteCloud's triggers carry the document's data items, the opportunity ID data item is a surer key.
Connect and test, step by stepData items filled by the Zap
Opportunity- Quenda Robotics · QR-310 bracketsFrom Dynamics 365 · Topic
Account- Quenda RoboticsFrom Dynamics 365 · Potential customer
Opportunity ID- 7c1e2a90-…-4b20From Dynamics 365 · Opportunity ID
Sales engineer- Anjali DesaiFrom Dynamics 365 · Owner
The columns to add in Dynamics 365
On the Opportunity table. Add only the ones your Zaps write.
Request quote
Yes/no. The rep's explicit request; the quote Zap filters on it.
QuoteCloud reference
Text. Written by the quote Zap; also its loop guard.
QuoteCloud status
Choice: Draft, Viewed, Partly signed, Signed, Expired, Lost. A choice keeps views and charts clean.
Last viewed
Date. Written by the Viewed Zap.
Signed on
Date. Written when signing is complete.
Last signed by
Text. Written for each signer by Recipient Signed Document.
Field types to watch
Dates
QuoteCloud's dates may arrive in a different format from the one a Dynamics date column expects. Check the test data, and use Zapier's Formatter if they don't match.
Lookups
Account, contact and owner are lookups in Dynamics. A trigger may give you an ID rather than a name; use Find Account or Find Contact when you need the name.
Money
Est. revenue is ex tax in the examples here. If you write QuoteCloud's total back, decide whether tax is in or out, and say so in the column name.
What never maps
Options the buyer ticks, content blocks and the opportunity's product lines: a Zap doesn't set them.
Map your own fields
Start a free 14-day trial, add the columns to a test environment and build the quote Zap with this map beside you.
Field map questions
Which Dynamics 365 fields can go into a QuoteCloud quote?
Any field the trigger or a search returns: typically the topic, opportunity ID, account, owner and your own columns, mapped into the template's data items, plus the contact's name and email as the recipient. Create Document can also add price-table rows from fields you map.
Where does the quote's status go in Dynamics 365?
Into columns you add to the Opportunity table, such as QuoteCloud status, Last viewed and Signed on. Zapier's Dynamics 365 app updates records but has no action for notes or tasks, and columns work in views and dashboards.
Does QuoteCloud write the quote's total back to Est. revenue?
Only if you map it. The examples leave Est. revenue to the rep. If you write QuoteCloud's total back, decide whether it includes tax.
Can the opportunity's products fill the price table?
No. A Zap doesn't copy an opportunity's product lines into the price table, tick options or choose content blocks. Your template, product library and team do the pricing.
More on QuoteCloud and Dynamics 365
Six use cases with the exact Zapier steps, then the IT review, how to connect and what it costs.
- Create quotes from Dynamics 365 opportunitiesA rep ticks Request quote on the opportunity and a Zap drafts the quote from your template, then writes its reference back.
- Approve Dynamics 365 quotes before they go outQuoteCloud's approval workflow checks value, discount and who created it before any quote drafted from Dynamics can be sent.
- Procurement buyers and several signersOperations, procurement and finance each sign; the opportunity shows who has signed and changes when the last one does.
- Quote status on the Dynamics 365 opportunityViewed, signed, expired or lost: each QuoteCloud event updates your own columns on the opportunity.
- Microsoft Teams alerts for Dynamics 365 quotesFirst views, signatures and expiring quotes posted to a Teams channel or the owner's chat, in the same Zaps.
- Keep Dynamics 365 accounts and contacts matchedNew Dynamics contacts found or created in QuoteCloud, and new QuoteCloud contacts found or created in Dynamics with their account.
- IT and security review of the Dynamics 365 integrationWhat passes through Zapier or Make, which accounts to connect with, who can change what, and the controls on each side.
- Connect Dynamics 365 to QuoteCloud, step by stepAdd the columns, connect service accounts in Zapier, build the first Zap, test it and fix the usual problems.
- What QuoteCloud with Dynamics 365 can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Dynamics 365 connection costsEssentials and up for Zapier, Business for the approval workflow, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions sales, operations and IT ask before connecting QuoteCloud and Dynamics 365.
Six columns. Every quote accounted for.
Start a free 14-day trial and map your Dynamics 365 opportunities to QuoteCloud with a test opportunity.