Microsoft Dynamics 365 CRM + TalentLMS

Add new Microsoft Dynamics 365 CRM contacts to TalentLMS groups as users

Effortlessly add new contacts from Microsoft Dynamics 365 CRM to a group in TalentLMS with this seamless workflow. Once set up, every time a new contact is added in your CRM, they'll be automatically added to a designated group in TalentLMS, helping you keep your learning management system up to date and organized. Simplify your contact management process and focus on more important tasks with this easy-to-implement integration.

Effortlessly add new contacts from Microsoft Dynamics 365 CRM to a group in TalentLMS with this seamless workflow. Once set up, every time a new contact is added in your CRM, they'll be automatically added to a designated group in TalentLMS, helping you keep your learning management system up to date and organized. Simplify your contact management process and focus on more important tasks with this easy-to-implement integration.

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

    Triggers when a new contact is created.

    TriggerScheduled
  2. automatically do this!
    TalentLMSTalentLMS
    Add User to Group

    Add a TalentLMS user to a TalentLMS group.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    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

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  • CRM (Customer Relationship Management)
  • Microsoft

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talentlms logo

About TalentLMS

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

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