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Microsoft Dynamics 365 CRM + Microsoft Outlook

Create Microsoft Outlook events for new Microsoft Dynamics 365 CRM leads

Effortlessly manage your leads with this seamless workflow that connects Microsoft Dynamics 365 CRM and Microsoft Outlook. When a new lead is added in Dynamics 365, an event is instantly created in Outlook, ensuring you stay organized and on top of your sales process. Experience the convenience of a streamlined lead tracking system with this automation.

Effortlessly manage your leads with this seamless workflow that connects Microsoft Dynamics 365 CRM and Microsoft Outlook. When a new lead is added in Dynamics 365, an event is instantly created in Outlook, ensuring you stay organized and on top of your sales process. Experience the convenience of a streamlined lead tracking system with this automation.

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

    Triggers when a new lead is created.

    TriggerPolling
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Create Event

    Create an event in the calendar of your choice.

    ActionWrite
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Supported triggers and actions

    • Custom EntityRequired

    Trigger
    Polling
    Try It
    • Info

    Trigger
    Polling
    Try It
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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail, contacts, tasks, and calendaring services.

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