Baton + Microsoft Dynamics 365 CRM

Create projects in Baton for new leads in Microsoft Dynamics 365 CRM

Streamline your new lead management process by connecting Microsoft Dynamics 365 CRM with Baton. With this workflow, whenever a new lead is added in Microsoft Dynamics 365 CRM, a project will be created in Baton. This efficient automation allows your sales team to focus on converting leads, while ensuring essential information is organized and accessible within Baton.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Project
Creates a Project on Baton
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Updated Case/Incident
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Updated Invoice
Triggers when an invoice is updated.
Trigger
Scheduled
Try It

Updated Lead
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Updated Opportunity
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Custom Entity ActionRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- Info
- OpportunityRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Project Status
Trigger
Scheduled
Try It
- Project TitleRequired
- Client Name
- Start Date
- Estimated Completion Date
- Description
- Annual Contract Value
- Implementation Budget
- Budget Shown to Client
- Estimated Duration
- Template
Action
Write

Updated Account
Triggers when an account is updated.
Trigger
Scheduled
Try It
Updated Contact
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Custom EntityRequired
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Templates
Triggers when a new template is created
Trigger
Scheduled
Try It
- Title contains
Action
Search

About Baton

Baton is the leading platform for managing software implementations and customer onboarding.

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Related categories

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About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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Baton + Microsoft Dynamics 365 CRM

Create projects in Baton for new leads in Microsoft Dynamics 365 CRM

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Invoice

Info

Owner

Create Opportunity

Info

Owner

Update Campaign Response

Update Custom Entity

Info

Custom Entity ActionRequired

Update Invoice

Info

InvoiceRequired

Update Opportunity

Info

OpportunityRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Custom Entity

Info

Custom EntityRequired

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find Campaign Response

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Owner

Find or Create Custom Entity

Info

Custom EntityRequired

Match if any of the fields match (otherwise only match if all the fields match)

Search By Email Only

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

New Projects Based on Status

Project Status

Create Project

Project TitleRequired

Client Name

Start Date

Estimated Completion Date

Description

Annual Contract Value

Implementation Budget

Budget Shown to Client

Estimated Duration

Template