Microsoft Dynamics 365 CRM + Uteach

Add new leads from Microsoft Dynamics 365 CRM to Uteach courses as students

Effortlessly manage your leads and streamline course enrollment with this Microsoft Dynamics 365 CRM to Uteach automation. When a new lead is added in Microsoft Dynamics 365 CRM, this workflow will enroll the lead as a student in a course on the Uteach platform. Simplify your lead management and grow your course offerings with this seamless integration.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerScheduled
automatically do this!
Add Student to Course
Adds a student to the course
ActionWrite

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Supported triggers and actions

What does this mean?

New Account
Triggers when a new account is created.
Trigger
Scheduled
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New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
- Custom EntityRequired
Trigger
Scheduled
Try It
Case/Incident Updated
Triggers when a case/incident has been updated.
Trigger
Scheduled
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Invoice Updated
Triggers when an invoice is updated.
Trigger
Scheduled
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Lead Updated
Triggers when a lead has been updated.
Trigger
Scheduled
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Opportunity Updated
Triggers when an opportunity has been updated.
Trigger
Scheduled
Try It

- Info
- Owner
Action
Write
- Info
- Owner
Action
Write
- Info
- Customer typeRequired
- Status
Action
Write
- Info
- Owner
Action
Write
Update Campaign Response
Updates an existing campaign response.
Action
Write
- Info
- Case/IncidentRequired
- State
Action
Write
- Info
- LeadRequired
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Campaign NameRequired
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
Bundle Access Removed
Triggers when access to a bundle is removed.
Trigger
Instant
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Course Access Removed
Triggers when access to a course is removed.
Trigger
Instant
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Form Submitted
Triggers when a new form is submitted.
Trigger
Instant
Try It
Membership Access Removed
Triggers when access to a membership is removed.
Trigger
Instant
Try It
New Coach Enrollment
Triggers when a new coach is enrolled.
Trigger
Instant
Try It
New Live Lesson Enrollment
Triggers when a new live lesson is enrolled.
Trigger
Instant
Try It
New Product Enrollment
Triggers when a new product is enrolled.
Trigger
Instant
Try It
Product Access Removed
Triggers when access to a product is removed.
Trigger
Instant
Try It
- Student EmailRequired
- Bundle SlugRequired
- Type
Action
Write
- Student EmailRequired
- Course SlugRequired
- Type
Action
Write
- Student EmailRequired
- Membership IdRequired
- Type
Action
Write
- Student NameRequired
- Student EmailRequired
Action
Write
- Coach Id
- Coach Slug
Action
Search
- Live Lesson Id
- Live Lesson Slug
Action
Search
- Product IdRequired
Action
Search

Account Updated
Triggers when an account is updated.
Trigger
Scheduled
Try It
Contact Updated
Triggers when a contact has been updated.
Trigger
Scheduled
Try It
New Case/Incident
Triggers when a new case/incident is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new lead is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
Create Campaign
Creates a new campaign.
Action
Write
Create Campaign Response
Creates a new campaign response.
Action
Write
- Info
- Owner
Action
Write
- Info
- AccountRequired
Action
Write
- Info
- ContactRequired
Action
Write
- Info
- InvoiceRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
Find Campaign Response
Finds a campaign response.
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
- Owner
Action
Search or write
- Info
- Match if any of the fields match (otherwise only match if all the fields match)
Action
Search or write
Coach Access Removed
Triggers when access to a coach is removed.
Trigger
Instant
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Course Completed
Triggers when the student completed a course.
Trigger
Instant
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Live Lesson Access Removed
Triggers when access to a live lesson is removed.
Trigger
Instant
Try It
New Bundle Enrollment
Triggers when a new bundle is enrolled.
Trigger
Instant
Try It
New Course Enrollment
Triggers when a new course is enrolled.
Trigger
Instant
Try It
New Membership Enrollment
Triggers when a new membership is enrolled.
Trigger
Instant
Try It
New Student
Triggers when a new student is registered.
Trigger
Instant
Try It
Quiz Submitted
Triggers when a new quiz is submitted.
Trigger
Instant
Try It
- Student EmailRequired
- Coach SlugRequired
- Type
Action
Write
- Student EmailRequired
- Live Lesson SlugRequired
Action
Write
- Student EmailRequired
- Product IdRequired
- Type
Action
Write
- Bundle Id
- Bundle Slug
Action
Search
- Course Id
- Course Slug
Action
Search
- Membership IdRequired
Action
Search
- User Id
- User Email
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 Uteach

Uteach is a platform to create professional websites with e-learning automation tools within minutes. Uteach allows users to create a website, sell video courses, webinars, live lessons, organize exams, and give online certificates.

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Microsoft Dynamics 365 CRM + Uteach

Add new leads from Microsoft Dynamics 365 CRM to Uteach courses as students

New Account

New Contact

New Custom Entity

Case/Incident Updated

Invoice Updated

Lead Updated

Opportunity Updated

Create Account

Info

Owner

Create Contact

Info

Owner

Create Case/Incident

Info

Customer typeRequired

Status

Create Lead

Info

Owner

Update Campaign Response

Update Case/Incident

Info

Case/IncidentRequired

State

Update Lead

Info

LeadRequired

Find Account

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Campaign

Campaign NameRequired

Find Invoice

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find Opportunity

Info

Match if any of the fields match (otherwise only match if all the fields match)

Find or Create Contact

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Find or Create Lead

Info

Match if any of the fields match (otherwise only match if all the fields match)

Owner

Bundle Access Removed

Course Access Removed

Form Submitted

Membership Access Removed

New Coach Enrollment

New Live Lesson Enrollment

New Product Enrollment

Product Access Removed

Add Student to Bundle

Student EmailRequired

Bundle SlugRequired

Type

Add Student to Course

Student EmailRequired

Course SlugRequired

Type

Add Student to Membership

Student EmailRequired

Membership IdRequired

Type

Create Student

Student NameRequired

Student EmailRequired

Find Coach

Coach Id

Coach Slug

Find Live Lesson

Live Lesson Id