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Microsoft Dynamics 365 CRM + Xperiencify

Add new Microsoft Dynamics 365 CRM contacts as students in Xperiencify courses

Effortlessly streamline your contact onboarding process with this automation. When a new contact is added to Microsoft Dynamics 365 CRM, this workflow will enroll them in a course within the Xperiencify app. Save time and ensure a seamless experience for your students by integrating your CRM contacts with e-learning platforms.

Effortlessly streamline your contact onboarding process with this automation. When a new contact is added to Microsoft Dynamics 365 CRM, this workflow will enroll them in a course within the Xperiencify app. Save time and ensure a seamless experience for your students by integrating your CRM contacts with e-learning platforms.

  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!
    XperiencifyXperiencify
    Add Student to a Course

    Creates a Student in Course

    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
    • Custom EntityRequired

    Trigger
    Scheduled
    Try It
    • Info

    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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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About Xperiencify

Xperiencify is an online course platform that builds 8 psychological triggers into your course.

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