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Microsoft Dynamics 365 CRM + Microsoft SharePoint

Microsoft Dynamics 365 CRM + Microsoft SharePoint

Microsoft Dynamics 365 CRM + Microsoft SharePoint integrations

Create api requests in Microsoft SharePoint for new leads in Microsoft Dynamics 365 CRM

Enhance your lead management process with this seamless workflow between Microsoft Dynamics 365 CRM and Microsoft SharePoint. When a new lead is created in Dynamics 365 CRM, this automation generates an entry in SharePoint, streamlining lead tracking and improving your sales process. Save time and concentrate on cultivating strong customer relationships while this integration takes care of the background tasks for you.

  1. When this happens...
    New Lead
    New Lead
    New LeadTriggers when a new lead is created.
  2. automatically do this!
    API Request (Beta)
    API Request (Beta)
    API Request (Beta)This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
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More things you can do with Microsoft Dynamics 365 CRM and Microsoft SharePoint

Discover other triggers and actions you can use with Microsoft Dynamics 365 CRM and Microsoft SharePoint

  • Microsoft Dynamics 365 CRM triggers, actions, and search
    New Account

    Triggers when a new account is created.

    Trigger
    Polling
    Try It
    • Custom Entity
      Required
    Trigger
    Polling
    Try It
    • Info
    Trigger
    Polling
    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.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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