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Microsoft Dynamics 365 CRM + Microsoft Outlook

Microsoft Dynamics 365 CRM + Microsoft Outlook

Microsoft Dynamics 365 CRM + Microsoft Outlook integrations

Create new leads in Microsoft Dynamics 365 CRM from new flagged emails in Microsoft Outlook

Streamline your sales process by integrating your Microsoft Outlook and Microsoft Dynamics 365 CRM with this seamless workflow. With this setup, any new flagged email in your Outlook will instantly create a lead in your Dynamics 365 CRM, ensuring no potential client is missed. This automation not only simplifies lead tracking but also improves your response times, ultimately enhancing customer satisfaction.

  1. When this happens...
    New Flagged Email
    New Flagged Email
    New Flagged EmailTriggers when a new email is flagged.
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
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More things you can do with Microsoft Outlook and Microsoft Dynamics 365 CRM

Discover other triggers and actions you can use with Microsoft Outlook and Microsoft Dynamics 365 CRM

    • Calendar
    • Time Before
      Required
    • Time Before (Unit)
      Required
    Trigger
    Polling
    Try It
    • Shared Inbox
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
    • Contact Folder
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    • Search terms
      Required
    • Note
    Trigger
    Polling
    Try It
  • Microsoft Outlook triggers, actions, and search
    Cancelled Calendar Event

    Triggers when an event is cancelled.

    Trigger
    Instant
    Try It
    • Calendar
    Trigger
    Polling
    Try It
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
    • Shared Mailbox
      Required
    • Parent Folder
    • Child Folder
    Trigger
    Polling
    Try It
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About Microsoft Dynamics 365 CRM
Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
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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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