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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 ContactTriggers when a new contact is created.
TriggerPolling
automatically do this!
Enroll StudentCreates 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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More things you can do with Microsoft Dynamics 365 CRM and Heights Platform

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Heights Platform

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
- Owner
Action
Write
- Info
- Order
  Required
Action
Write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- 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
- Info_field_enable
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Answer
Triggers when a student submits an answer to an assignment type lesson.
Trigger
Instant
Try It
New Project Post
Triggers when a student submits a new project post.
Trigger
Instant
Try It
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 ID
  Required
- Email
  Required
Action
Write
- Course to Revoke
  Required
- Email
  Required
- Name
  Required
Action
Write
- Name
  Required
- Email
  Required
Action
Write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info_field_enable
- Company Name
- 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
- Info_field_enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info_field_enable
- Contact ID
- 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
Try It
New Order
Triggers when a student order is successfully marked as paid.
Trigger
Instant
Try It
New Student
Triggers when a new student signs up for your program.
Trigger
Instant
Try It
- Included Course
- Included Bundle
- Email
  Required
- Name
  Required
Action
Write
- Bundle to Revoke
  Required
- Email
  Required
Action
Write
- Role ID
  Required
- Email
  Required
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.

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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 moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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