Microsoft Dynamics 365 CRM + Microsoft Teams

Send chat messages in Microsoft Teams for new accounts in Microsoft Dynamics 365 CRM

Simplify communication in your team using this integration. When a new Account is created on Microsoft Dynamics 365 CRM, a chat message will be instantly sent in Microsoft Teams. Using this automation, keep your teams informed and productive, reducing the time between data entry and team collaboration. The workflow keeps your team updated on client interactions while optimizing efficiency.

Simplify communication in your team using this integration. When a new Account is created on Microsoft Dynamics 365 CRM, a chat message will be instantly sent in Microsoft Teams. Using this automation, keep your teams informed and productive, reducing the time between data entry and team collaboration. The workflow keeps your team updated on client interactions while optimizing efficiency.

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

    Triggers when a new account is created.

    TriggerPolling
  2. automatically do this!
    Microsoft TeamsMicrosoft Teams
    Send Chat Message

    Sends a message to an existing chat.

    ActionWrite
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Supported triggers and actions

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 more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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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 more

Related categories

  • Microsoft
  • Team Chat

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