Microsoft Dynamics 365 CRM + TalentLMS

Microsoft Dynamics 365 CRM + TalentLMS integrations

Create new TalentLMS users from new Microsoft Dynamics 365 CRM leads

Save time and streamline your sales and training processes with this workflow that connects Microsoft Dynamics 365 CRM to TalentLMS. Whenever a new lead is added in Microsoft Dynamics 365 CRM, a new user will be created in TalentLMS. This automation ensures that your training platform stays up-to-date with your CRM and helps your team stay organized and efficient in managing leads and onboarding.

When this happens...
New LeadTriggers when a new lead is created.
TriggerPolling
automatically do this!
New UserCreate a new TalentLMS user.
ActionWrite

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More things you can do with Microsoft Dynamics 365 CRM and TalentLMS

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

New Account
Triggers when a new account is created.
Trigger
Polling
Try It
New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
- Custom Entity
  Required
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It

- Info
Trigger
Polling
Try It
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer type
  Required
- Owner
- Status
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Account
  Required
Action
Write
- Info
- Contact
  Required
Action
Write
- Info
- Case/Incident
  Required
- State
Action
Write
- Info
- Lead
  Required
Action
Write
- Info
- Order
  Required
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 Entity
  Required
- 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
- Contact ID
- 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
- Custom Entity
  Required
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
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
New Category
Triggers when a new category is created.
Trigger
Polling
Try It
Custom Fields
Triggers when a new custom field is created.
Trigger
Polling
Try It
- Event Type
  Required
Trigger
Polling
Try It
- Creator Id
- Category Id
- Description
- Code
- Price
- Time Limit
- Course Name
  Required
Action
Write
- Group
- Branch
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Login
  Required
- Password
  Required
Action
Write
- Course Name
- Course
- User Email
- Role
- User Id
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Email
  Required
- User ID
- Username
- Group
- Branch
- First Name
  Required
- Last Name
  Required
- Login
  Required
- Password
  Required
Action
Search or write

- Info
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Polling
Try It
New Lead
Triggers when a new lead is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Polling
Try It
New Order
Triggers when a new order is created.
Trigger
Polling
Try It
- Info
Trigger
Polling
Try It
- Owner
Action
Write
- Owner
Action
Write
- Custom Entity
  Required
Action
Write
- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Owner
Action
Write
- Info
- Custom Entity Action
  Required
Action
Write
- Info
- Invoice
  Required
Action
Write
- Info
- Opportunity
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Info
- Info_field_enable
- Company Name
- Match if any of the fields match (otherwise only match if all the fields match)
- Search By Email Only
Action
Search
- Campaign_name
  Required
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)
Action
Search
- Info
- Info_field_enable
- Company Name
- 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
- Contact ID
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
New Branch
Triggers when a new branch is added.
Trigger
Polling
Try It
New Course
Triggers when a new course is added.
Trigger
Polling
Try It
New Group
Triggers when a new group is added.
Trigger
Polling
Try It
New User
Triggers when a new user is added.
Trigger
Polling
Try It
- User Id
  Required
- Group
  Required
Action
Write
- User
  Required
- Branch
  Required
Action
Write
- User Id
  Required
- Group
  Required
Action
Write
- Email Address
- User ID
- Username
Action
Search

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 TalentLMS

A super-easy, cloud-based learning platform that helps growing organizations build courses to train their people and customers

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