Microsoft Dynamics 365 CRM + Microsoft Outlook

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.

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...
    Microsoft OutlookMicrosoft Outlook
    New Flagged Email

    Triggers when a new email is flagged.

    TriggerScheduled
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Start free with email
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Supported triggers and actions

What does this mean?
    • Calendar

    • Time BeforeRequired

    • Time Before (Unit)Required

    Trigger
    Scheduled
    Try It
    • Parent FolderRequired

    • Child Folder

    Trigger
    Scheduled
    Try It
    • Contact Folder

    Trigger
    Scheduled
    Try It
    • Parent Folder

    • Child Folder

    • Search termsRequired

    • Note

    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

Related categories

  • 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

Related categories

  • Calendar
  • Email
  • Microsoft

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