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Microsoft Dynamics 365 CRM + Microsoft SharePoint

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.

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...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Lead

    Triggers when a new lead is created.

    TriggerScheduled
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    API Request (Beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    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
    • 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.
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Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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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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