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Microsoft Dynamics 365 CRM + Microsoft Office 365

Send emails in Microsoft Office 365 for new leads in Microsoft Dynamics 365 CRM

Stay on top of your leads and improve communication by sending an email in Microsoft Office 365 when there's a new lead in Microsoft Dynamics 365 CRM. This workflow will ensure that your team is notified promptly about new leads, helping you to effectively manage potential clients and foster positive relationships.

Stay on top of your leads and improve communication by sending an email in Microsoft Office 365 when there's a new lead in Microsoft Dynamics 365 CRM. This workflow will ensure that your team is notified promptly about new leads, helping you to effectively manage potential clients and foster positive relationships.

  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 Office 365Microsoft Office 365
    Send Email

    Send an email from your Office 365 account.

    ActionWrite
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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
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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.
Learn moreHelp

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  • CRM (Customer Relationship Management)
  • Microsoft

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About Microsoft Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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