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Microsoft Dynamics 365 CRM + Microsoft SharePoint

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.

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...
    Microsoft SharePointMicrosoft SharePoint
    New List Item

    Triggers when a new item is created in a list.

    TriggerScheduled
  2. automatically do this!
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Create Lead

    Creates a new lead.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Site

    • FolderRequired

    Trigger
    Scheduled
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    • Site

    • FolderRequired

    Trigger
    Scheduled
    Try It
    • Site

    • FolderRequired

    Trigger
    Scheduled
    Try It
    • SiteRequired

    • ListRequired

    Trigger
    Scheduled
    Try It
    • Site

    • ListRequired

    Trigger
    Scheduled
    Try It
    • Site

    • Folder

    Trigger
    Scheduled
    Try It
    • Info

    • Site

    • FilterRequired

    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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