Microsoft Dynamics 365 CRM + Microsoft Outlook

Send email in Microsoft Outlook for new custom entities in Microsoft Dynamics 365 CRM

Boost your efficiency and manage customer relations effectively: whenever new custom entities crop up in Microsoft Dynamics 365 CRM, this workflow swiftly triggers an email notification in Microsoft Outlook. This process ensures you and your team are instantly informed, enhancing communication and customer relationship management.

Boost your efficiency and manage customer relations effectively: whenever new custom entities crop up in Microsoft Dynamics 365 CRM, this workflow swiftly triggers an email notification in Microsoft Outlook. This process ensures you and your team are instantly informed, enhancing communication and customer relationship management.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Custom Entity

    Triggers when a new custom entity 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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