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Microsoft Dynamics 365 CRM + Microsoft Office 365 + Filter by Zapier

Send Microsoft Office 365 emails for updated opportunities in Microsoft Dynamics 365 CRM

Keep your leads moving through the customer journey with this integration. Whenever an opportunity in Microsoft Dynamics 365 CRM is updated to a specific phase in your sales pipeline, this Zap will automatically send an email in Microsoft Office 365. Just specify the phase you want to trigger your Zap and whom you'd like to email!

Keep your leads moving through the customer journey with this integration. Whenever an opportunity in Microsoft Dynamics 365 CRM is updated to a specific phase in your sales pipeline, this Zap will automatically send an email in Microsoft Office 365. Just specify the phase you want to trigger your Zap and whom you'd like to email!

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Opportunity Updated

    Triggers when an opportunity has been updated.

    TriggerScheduled
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then 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?
    • Custom EntityRequired

    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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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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