Microsoft Dynamics 365 CRM + Slack

Create channel messages in Slack for new accounts in Microsoft Dynamics 365 CRM

Stay informed on new accounts created in Microsoft Dynamics 365 CRM by sending channel messages in Slack. This automation helps your team stay updated on new customers, ensuring a seamless onboarding process and improved team communication. Simply set up this workflow, and each time a new account is added in Microsoft Dynamics 365 CRM, a tailored message will be shared in the specified Slack channel.

Stay informed on new accounts created in Microsoft Dynamics 365 CRM by sending channel messages in Slack. This automation helps your team stay updated on new customers, ensuring a seamless onboarding process and improved team communication. Simply set up this workflow, and each time a new account is added in Microsoft Dynamics 365 CRM, a tailored message will be shared in the specified Slack channel.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    New Account

    Triggers when a new account is created.

    TriggerScheduled
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    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
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn moreHelp

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  • Team Chat

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