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LearnUpon + Microsoft Dynamics 365 CRM

Create LearnUpon users from new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads and streamline your onboarding process with this seamless workflow between Microsoft Dynamics 365 CRM and LearnUpon. Whenever a new lead is added to your CRM, this automation will create a user in LearnUpon, making it easier to track and manage your leads' learning progress. Say goodbye to manual data entry, and enjoy an organized and efficient system that keeps your leads engaged from the start.

Effortlessly manage your leads and streamline your onboarding process with this seamless workflow between Microsoft Dynamics 365 CRM and LearnUpon. Whenever a new lead is added to your CRM, this automation will create a user in LearnUpon, making it easier to track and manage your leads' learning progress. Say goodbye to manual data entry, and enjoy an organized and efficient system that keeps your leads engaged from the start.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    LearnUponLearnUpon
    Create User

    Creates a new user.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Account

    Triggers when a new account is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
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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
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