Microsoft Dynamics 365 CRM + Microsoft Teams

Create channel messages in Microsoft Teams for new leads in Microsoft Dynamics 365 CRM

Stay on top of new leads in Dynamics 365 CRM with instant notifications in Microsoft Teams. This workflow sends a channel message in Teams whenever a new lead is added in Dynamics 365 CRM, ensuring your team has the latest information in real-time. Boost collaboration and reduce response times with this seamless automation.

Stay on top of new leads in Dynamics 365 CRM with instant notifications in Microsoft Teams. This workflow sends a channel message in Teams whenever a new lead is added in Dynamics 365 CRM, ensuring your team has the latest information in real-time. Boost collaboration and reduce response times with this seamless automation.

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

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Channel Message

    Sends a message to a channel. Requires installation of the Zapier app from the Teams Store.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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-teams logo

About Microsoft Teams

Microsoft Teams is the hub for teamwork in Office 365 that integrates all the people, content, and tools your team needs to be more engaged and effective.
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  • Microsoft
  • Team Chat

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