LearnUpon + Microsoft Dynamics 365 CRM

Create new LearnUpon portal invites for new contacts in Microsoft Dynamics 365 CRM

Effortlessly integrate your Microsoft Dynamics 365 CRM with LearnUpon using this seamless workflow. When a new contact is added to your CRM, a portal invite will be created in LearnUpon, ensuring a smooth onboarding process for your contacts. Save time and enhance communication by enabling this powerful automation between platforms.

When this happens...
New Contact
Triggers when a new contact is created.
TriggerScheduled
automatically do this!
Create a New Portal Invite
You can use this action to invite users to your portal.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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
- EmailRequired
- Username
- Course Name
- Re-enroll if already completed
- Course ID
Action
Write
- Group IDRequired
- User IDRequired
- Process Enrollments
Action
Write
- EmailRequired
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User TypeRequired
- Can Enroll Learners on Courses
- Can Mark Learners Complete on Courses
- Can Edit Courses
- Can Create Courses
- Membership Type
- Salesforce Contact ID
- Salesforce User ID
Action
Write
- Email of the UserRequired
Action
Search
- EmailRequired
- Username
- First Name
- Last Name
- Password
- Must Change Password
- Language
- Account Expires
- Login Enabled
- User TypeRequired
- Can Enroll Learners on Courses
- Can Mark Learners Complete on Courses
- Can Edit Courses
- Can Create Courses
- Membership Type
- Salesforce Contact ID
- Salesforce User ID
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
Enrollment Completion Trigger
Triggers when a learner completes a course in LearnUpon.
Trigger
Instant
Try It
- TitleRequired
- Description
- SSO Sync.
Action
Write
- EmailRequired
- Username
- First Name
- Last Name
- Account Expires
- Group ID
- Salesforce Contact ID
- Salesforce User ID
- User Type
Action
Write
- Title of the GroupRequired
Action
Search
- TitleRequired
- Description
- SSO Sync.
Action
Search or write

About LearnUpon

LearnUpon is an enterprise learning management system (LMS) that fuels business’s employee, partner, and customer success through training.

Learn more

Related categories

Online Courses

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

Similar apps

Pipedrive

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

PRODUCTS

CAPABILITIES

By team

LearnUpon + Microsoft Dynamics 365 CRM

Create new LearnUpon portal invites 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)

Create Enrollment

EmailRequired

Username

Course Name

Re-enroll if already completed

Course ID

Create Group Membership

Group IDRequired

User IDRequired

Process Enrollments

Create User

EmailRequired

Username

First Name

Last Name

Password

Must Change Password

Language

Account Expires

Login Enabled

User TypeRequired

Can Enroll Learners on Courses

Can Mark Learners Complete on Courses

Can Edit Courses

Can Create Courses

Membership Type

Salesforce Contact ID

Salesforce User ID

User Search

Email of the UserRequired

Search or Create User

EmailRequired

Username

First Name

Last Name

Password

Must Change Password

Language

Account Expires

Login Enabled