Skip to content
Loading

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
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

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

    Contact Updated

    Triggers when a contact has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Lead

    Triggers when a new lead 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
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Case/Incident Updated

    Triggers when a case/incident has been updated.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    Lead Updated

    Triggers when a lead has been updated.

    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

Similar apps

Pipedrive integrationsPipedrive integrations

Pipedrive

CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations

Insightly

CRM (Customer Relationship Management)
Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
microsoft-teams logo
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.
Learn moreHelp

Related categories

Similar apps

Slack integrationsSlack integrations

Slack

Team Chat
Chatwork integrationsChatwork integrations

Chatwork

Team Chat
Rocket.Chat integrationsRocket.Chat integrations

Rocket.Chat

Team Chat

Related Zap Templates

  • Send Snappy Gifts and Microsoft Teams channel messages for new accounts in Microsoft Dynamics 365 CRM
  • Create Microsoft Teams messages for new Microsoft Dynamics 365 CRM contacts

Related Zap Templates