LearningSuite + Microsoft Dynamics 365 CRM

Create LearningSuite members from new Microsoft Dynamics 365 CRM leads

Seamlessly streamline your lead management process with this automation that connects Microsoft Dynamics 365 CRM and LearningSuite. When a new lead is added in Dynamics 365 CRM, their details are instantly captured and a member is created in LearningSuite. Boost your team's productivity while ensuring that valuable lead information is efficiently transferred, eliminating manual data entry and keeping your LearningSuite membership up-to-date.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Create Member
Creates a Member with Email, Firstname and Lastname and sends out the Login information to the Member
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
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Invoice Updated
Triggers when an invoice is 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
- 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 Progress AboveRequired
- Course
- Test Course
- Test User
Trigger
Instant
Try It
- CourseRequired
Trigger
Instant
Try It
- Test User
Trigger
Instant
Try It
User Created
Triggers when a new user has been added to the platform
Trigger
Scheduled
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- MemberRequired
- ActionRequired
Action
Write
- User Id
- Bundles
- Access Date (Default = now)
- Disable Course Access Notification Email
Action
Write
- GroupRequired
- CoursesRequired
- Disable Course Access Notification Email
Action
Write
- User IDRequired
- Date for access check
Action
Write
- Hub TitleRequired
- Internal NameRequired
- TemplateRequired
- Sort IndexRequired
- PublishRequired
Action
Write
- CourseRequired
- Immediately Publish Course
- Lesson sorting position
- NameRequired
- Video Url
- HTML content
Action
Write
- GroupRequired
Action
Write
- Include never logged in members
- Limit
- Include Groups
- Days not logged in
- Offset
Action
Write
- UserRequired
- BundlesRequired
Action
Write
- HubRequired
- Members
- Groups
- Bundles
Action
Write
- CourseRequired
- UserRequired
- New Module AccessRequired
Action
Write
- Group NameRequired
- Include Users
Action
Search
- Group NameRequired
- Include Users
Action
Search or write

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
Try It
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
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
- 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
- Course
- Module
- Lesson
- Test User
- Test Course
- Test Module
- Test Lesson
Trigger
Instant
Try It
New Feedback
Triggers when a user submits a new feedback
Trigger
Instant
Try It
- Course
Trigger
Instant
Try It
- Not Logged in for DaysRequired
- Include users who have not logged in yetRequired
Trigger
Scheduled
Try It
- GroupRequired
- BundlesRequired
- Disable Course Access Notification Email
Action
Write
- UserRequired
- CoursesRequired
- Access Date (Default = now)
- Disable Course Access Notification Email
Action
Write
- UsersRequired
- GroupsRequired
- Disable Course Access Notification Email
Action
Write
- Group NameRequired
Action
Write
- HubRequired
- Members
- Groups
- Bundles
Action
Write
- EmailRequired
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
Action
Write
- UserRequired
Action
Write
- MemberRequired
- CourseRequired
- Date for access check
Action
Write
- UserRequired
- CoursesRequired
Action
Write
- UsersRequired
- GroupsRequired
Action
Write
- First name
- Last name
- Phone
- About
- Position
- City
- Enabled
- UserRequired
Action
Write
- EmailRequired
- Include Groups
Action
Search
- EmailRequired
- Include Groups
- First NameRequired
- Last NameRequired
- Phone
- City
- About
- Do not send welcome email
- Do not require password change
Action
Search or write

About LearningSuite

Learningsuite is an E-Learning Plattform

Learn more

Related categories

Education

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

Related categories

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Zapier Interfaces

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By team

LearningSuite + Microsoft Dynamics 365 CRM

Create LearningSuite members from new Microsoft Dynamics 365 CRM leads

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 Progress Changed

Course Progress AboveRequired

Course

Test Course

Test User

New Access Request

CourseRequired

New Login

Test User

User Created

Activate/Deactivate Member

MemberRequired

ActionRequired

Add Bundles to Member

User Id

Bundles

Access Date (Default = now)

Disable Course Access Notification Email

Add Courses to Group

GroupRequired

CoursesRequired

Disable Course Access Notification Email

Get Courses From Member

User IDRequired

Date for access check

Create Hub

Hub TitleRequired

Internal NameRequired