Microsoft Dynamics 365 CRM + Microsoft Outlook

Send email notifications via Microsoft Outlook for new cases/incidents recorded in Microsoft Dynamics 365 CRM

When a new case or incident is noted in your Microsoft Dynamics 365 CRM, this workflow promptly sends a related email through Microsoft Outlook. It streamlines your operations, taking care of your communication needs in a swift, seamless manner. It's a perfect solution for keeping all relevant parties informed, without the need for manual intervention.

When a new case or incident is noted in your Microsoft Dynamics 365 CRM, this workflow promptly sends a related email through Microsoft Outlook. It streamlines your operations, taking care of your communication needs in a swift, seamless manner. It's a perfect solution for keeping all relevant parties informed, without the need for manual intervention.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Case/Incident

    Triggers when a new case/incident is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft OutlookMicrosoft Outlook
    Send Email

    Send an email from your Outlook account.

    ActionWrite
Start free with email
Start free with email
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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
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

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  • CRM (Customer Relationship Management)
  • Microsoft

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microsoft-outlook logo
microsoft-outlook logo

About Microsoft Outlook

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

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  • Calendar
  • Email
  • Microsoft

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