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Microsoft Dynamics 365 CRM + Microsoft SharePoint

Microsoft Dynamics 365 CRM + Microsoft SharePoint

Microsoft Dynamics 365 CRM + Microsoft SharePoint integrations

Create new leads in Microsoft Dynamics 365 CRM for every new list item in Microsoft SharePoint

When a new list item is added in Microsoft SharePoint, this workflow will take that information and effortlessly create a lead within Microsoft Dynamics 365 CRM. This automation not only streamlines your data transfer process between these two Microsoft tools but also saves you valuable time and reduces the risk of data entry errors. Enhance your business productivity by optimizing your lead management process with this efficient workflow.

  1. When this happens...
     logo
     logo
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new lead.
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More things you can do with Microsoft SharePoint and Microsoft Dynamics 365 CRM

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

    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    Trigger
    Polling
    Try It
    • Site
    • Document Library
    • Folder
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Site
      Required
    • List
      Required
    Trigger
    Polling
    Try It
    • Info
    • Source Site
      Required
    • Source Document Library
      Required
    • File or Folder ID
      Required
    • Destination Site
      Required
    • Destination Document Library
      Required
    • Destination Folder
    Action
    Write
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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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