Heights Platform + Microsoft Dynamics 365 CRM

Enroll new Microsoft Dynamics 365 CRM contacts as students in Heights Platform

Effortlessly keep your CRM and online learning platform in sync with this workflow. When a new contact is added in Microsoft Dynamics 365 CRM, the student will be enrolled in Heights Platform. This seamless automation saves time and ensures a smooth onboarding experience for your learners, enhancing their educational journey.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Enroll Student
Creates a student & enrolls in your program. If student exists for the email provided, they are updated & enrolled. Student will be sent an email with login info. Optionally grant a course or bundle.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
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Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
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- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
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
- 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
Course Completed by Student
Triggers when a student completes a course in the program.
Trigger
Instant
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New Order
Triggers when a student order is successfully marked as paid.
Trigger
Instant
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New Student
Triggers when a new student signs up for your program.
Trigger
Instant
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- Included Course
- Included Bundle
- EmailRequired
- NameRequired
Action
Write
- Bundle to RevokeRequired
- EmailRequired
Action
Write
- Role IDRequired
- EmailRequired
Action
Write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
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Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
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New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
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New Lead
Triggers when a new lead is created.
Trigger
Scheduled
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
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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
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
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)
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)
- 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)
Action
Search or write
New Answer
Triggers when a student submits an answer to an assignment type lesson.
Trigger
Instant
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New Project Post
Triggers when a student submits a new project post.
Trigger
Instant
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Student Completed
Triggers when a student completes all of the courses in your program. This trigger happens at the same time that we award the student their 100% complete badge.
Trigger
Instant
Try It
- Role IDRequired
- EmailRequired
Action
Write
- Course to RevokeRequired
- EmailRequired
- NameRequired
Action
Write
- NameRequired
- EmailRequired
Action
Write

About Heights Platform

Heights Platform is online course building software that helps you host and build the most powerful online school to sell your courses and digital products.

Related categories

eCommerce

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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By team

Heights Platform + Microsoft Dynamics 365 CRM

Enroll new Microsoft Dynamics 365 CRM contacts as students in Heights Platform

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

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

Find Campaign

Campaign NameRequired

Find Invoice

Info

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

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)

Owner

Find or Create Lead

Info

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

Owner

Course Completed by Student

New Order

New Student

Enroll Student

Included Course

Included Bundle

EmailRequired

NameRequired

Revoke Bundle

Bundle to RevokeRequired

EmailRequired

Revoke Role

Role IDRequired

EmailRequired

Account Updated

Contact Updated

New Case/Incident

New Invoice

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Invoice

Info

Owner

Update Account

Info