Microsoft Dynamics 365 CRM + OneSignal

Send advanced push notifications in OneSignal for new leads in Microsoft Dynamics 365 CRM

Effortlessly keep your team informed about new leads by connecting Microsoft Dynamics 365 CRM and OneSignal. With this workflow, whenever a new lead is created in Microsoft Dynamics 365 CRM, an advanced push notification is sent through OneSignal to your chosen recipients. Stay up-to-date with your sales pipeline and ensure timely follow-ups with prospects by automating lead notifications.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Send Advanced Push Notification
Sends a new push notification to one or more devices with advanced settings.
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It

Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write

Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Notification ContentRequired
- Title
- Send Time
- Open URL
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
Try It
Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
Try It
Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It
- Info
Action
Write
- Info
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
New Notification Created
Triggers when you have one or more new notifications created.
Trigger
Scheduled
Try It
- Content by Language
- Heading by Language
- Subtitle by Language
- Template ID
- iOS Content Available
- iOS Mutable Content
- Filters
- Segment Names to Send ToRequired
- Segment Names of Excluded Users
- Player (User) IDs to Send To
- IOS Device Tokens to Send To
- Android Reg IDs to Send To
- Amazon Reg IDs to Send To
- Windows Phone 8.0 URIs to Target
- Windows Phone 8.1 URIs to Target
- Send to IOS
- Send to Android
- Send to Windows Phone 8.0
- Send to Windows Phone 8.1
- Send to Amazon Kindle Devices
- Send to Chrome Web Push Devices
- Send to Firefox Web Push Devices
- Send to Safari on Mac OS X
- Send to All Supported Browsers
- Send to Chrome App or Extension
- Custom Data
- Browser URL to Open
- iOS Media Attachments
- Android Big Picture
- Amazon Big Picture
- Chrome Extensions Big Picture
- Native App Buttons
- Web Push Buttons
- Custom iOS Buttons (Ios_category
- Android Background Layout
- Android Small Icon
- Android Large Icon
- Amazon Small Icon
- Amazon Large Icon
- Web Push Icon
- Chrome Web Image
- IOS Sound
- Android Sound
- Amazon Sound
- Windows Phone 8.0 Sound
- Windows 8.1 Sound
- Android LED Color
- Android Accent Color
- Android Visibility
- IOS Badge Actions
- IOS Badge Count
- Notification Replacement Key
- Android Grouping String
- Android Grouping Stacked Message
- Amazon Grouping String
- Amazon Grouping Stacked Message
- Send After
- Scheduling Per-User Delay Option
- Time of Day to Deliver
- Notification Time to Live
- Message Priority
Action
Write

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.

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About OneSignal

OneSignal is a simple and smart service that send push notifications across all platforms. OneSignal features reliable delivery of millions of notifications, segmentation and targeting, automated delivery, localization, support for all major app development tools, and real time analytics.

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Related categories

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Microsoft Dynamics 365 CRM + OneSignal

Send advanced push notifications in OneSignal for new leads in Microsoft Dynamics 365 CRM

New Account

Contact Updated

New Case/Incident

New Lead

New Opportunity

Updated Quote

Create Campaign

Create Campaign Response

Create Lead

Info

Update Campaign Response

Update Case/Incident

Info

State

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign Response

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Send Push Notification

Notification ContentRequired

Title

Send Time

Open URL

New Contact

New Custom Entity

Custom EntityRequired

Case/Incident Updated

Lead Updated

Opportunity Updated

Create Account

Info

Create Contact

Info

Create Case/Incident

Info

Customer typeRequired

Status

Update Account

Info

AccountRequired

Update Contact

Info

ContactRequired

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Lead