Microsoft Dynamics 365 CRM + Microsoft SharePoint

Create and publish sharepoint pages for new Microsoft Dynamics 365 CRM leads

Effortlessly keep your team informed with this Microsoft Dynamics 365 CRM and Microsoft SharePoint automation. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a page will be published in Microsoft SharePoint, ensuring that your team stays updated on the latest prospects without any manual intervention. Enhance your sales and marketing efficiency with this seamless workflow between the two platforms.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Publish Page
Changes the status of an existing Page to Published.
ActionWrite

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Supported triggers and actions

New Account
Triggers when a new account is created.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
Trigger
Scheduled
Try It

- Info
Trigger
Scheduled
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- OrderRequired
Action
Write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Info
- Info Field Enable
- Custom EntityRequired
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- State Code
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Info Field Enable
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Site
- FolderRequired
Trigger
Scheduled
Try It
- Site
- FolderRequired
Trigger
Scheduled
Try It
- Site
- FolderRequired
Trigger
Scheduled
Try It
- SiteRequired
- ListRequired
Trigger
Scheduled
Try It
- Site
- ListRequired
- IdRequired
- E Tag
Action
Write
- Site
- ListRequired
Action
Write
- Info
- FileRequired
- Folder

Microsoft Dynamics 365 CRM + Microsoft SharePoint

Create and publish sharepoint pages for new Microsoft Dynamics 365 CRM leads

Supported triggers and actions

New Account

New Contact

New Custom Entity

Updated Case/Incident

Updated Invoice

Updated Lead

Updated Opportunity

Updated Order

Create Account

Create Contact

Create Case/Incident

Create Invoice

Create Opportunity

Update Account

Update Contact

Update Case/Incident

Update Lead

Update Order

Find Account

Find Custom Entity

Find Campaign Response

Find Lead

Find Order

Find or Create Contact

Find or Create Invoice

Find or Create Opportunity

New File in Folder

New File in Subfolders

New or Updated File

Updated List Item

Delete List Item

Create List Item

Move File