Front + Microsoft Dynamics 365 CRM

Create messages in Front for new contacts in Microsoft Dynamics 365 CRM

Stay connected with your clients by instantly sending messages in Front whenever a new contact is added in Microsoft Dynamics 365 CRM. This workflow helps you save time on manual data entry and ensures that you can start nurturing relationships with new contacts without any delays. Boost your team's efficiency and client engagement with this seamless process.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Send Message
Sends a message creating a new conversation.
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
Contact Updated
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 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
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- 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)
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)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Team
- RuleRequired
Trigger
Instant
Try It
- Team
- Inboxes
Trigger
Instant
Try It
- Conversation IDRequired
- Author
- BodyRequired
Action
Write
- Conversation IDRequired
- Tag IDsRequired
Action
Write
- Account NameRequired
- Description
- Email Domains
- External ID
- Custom Attributes
Action
Write
- Channel IDRequired
- AuthorRequired
- To
- cc
- bcc
- Subject
- BodyRequired
- Sharing
Action
Write
- Name
- External URLRequired
Action
Write
- InboxRequired
- Sender Name
- Sender HandleRequired
- Sender Handle TypeRequired
- ToRequired
- Subject
- Body Format
- BodyRequired
- DateRequired
- Attachment
- External IDRequired
- Message Type
- Message Direction
- Author
- Is ArchivedRequired
- Should Skip RulesRequired
- Thread Reference
Action
Write
- Conversation IDRequired
- Link IDsRequired
Action
Write
- ChannelRequired
- Sender Name
- ToRequired
- Cc
- BCC
- Subject
- BodyRequired
- Attachment
- Author
- Archive the Conversation
- Tags
- Tag IDs
Action
Write
- Account IDRequired
- Name
- Description
- Email Domains
- Custom Attributes
Action
Write
- Inbox
- Conversation IDRequired
- Assignee
- Status
- Tags
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Handle SourceRequired
- HandleRequired
Action
Search
- Handle SourceRequired
- HandleRequired
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Search or write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
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 or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Team
- Inboxes
Trigger
Instant
Try It
- Team
- Inboxes
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Conversation IDRequired
- Links External URLsRequired
Action
Write
- Conversation IDRequired
- Teammate
Action
Write
- Team
- Name
- Description
- Email Addresses
- Phone Numbers
- Links
- Groups
- Picture
- Custom Attributes
Action
Write
- Conversation IDRequired
- Author
- To
- Cc
- Bcc
- Subject
- BodyRequired
- Sharing
- Channel IDRequired
Action
Write
- Conversation IDRequired
Action
Write
- Link IDRequired
Action
Write
- Conversation IDRequired
- Tag IDsRequired
Action
Write
- Conversation IDRequired
- To
- Cc
- BCC
- Subject
- BodyRequired
- Attachment
- Channel
- Tags
- Tag IDs
- Archive the Conversation
Action
Write
- ContactRequired
- Name
- Description
- Links
- Groups
- Remove Contact From Every Group
- Picture
- Custom Attributes
Action
Write
- Link IDRequired
- NameRequired
Action
Write
- Email Domain
- External ID
- Account ID
Action
Search
- Email Domain
- External ID
- Account ID
- Account NameRequired
- Description
- Email Domains
- Custom Attributes
Action
Search or write

About Front

Front is the shared inbox for teams that brings your email, communication channels, and apps into one platform for collaboration.

Learn more Help

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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.

Learn more Help

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Front + Microsoft Dynamics 365 CRM

Create messages in Front for new contacts in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

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

Find Campaign Response

Find Opportunity

Info

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

Find or Create Contact

Info

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

Find or Create Opportunity

Info

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

Rule Triggered

Team

RuleRequired

New Outbound Message

Team

Inboxes

Add Comment

Conversation IDRequired

Author

BodyRequired

Add Conversation Tags

Conversation IDRequired

Tag IDsRequired

Create Account

Account NameRequired

Description

Email Domains

External ID

Custom Attributes

Create Draft

Channel IDRequired

AuthorRequired

To

cc

bcc

Subject

BodyRequired

Sharing

Create Link

Name

External URLRequired

Import Message

InboxRequired

Sender Name

Sender HandleRequired

Sender Handle TypeRequired

ToRequired

Subject

Body Format

BodyRequired