How to Automatically Notify Discord When a Lead is Created in Microsoft Dynamics 365 Sales

s.miyamoto

Would you like to implement a system that automatically notifies you when a new lead is registered to improve work efficiency? In this article, we will explain how to integrate Microsoft Dynamics 365 Sales with Discord to automatically notify Discord when a lead is created. By quickly sharing new lead information with the entire team, you can not only reduce effort but also expect to improve the quality of customer response. This app integration can be easily implemented without programming, so please give it a try. Recommended for: - Sales representatives who regularly use Microsoft Dynamics 365 Sales but feel challenged in sharing lead information. - Team leaders looking for efficient information-sharing methods due to dispersed communication in a remote work environment. - Marketing personnel considering a system to prevent missing follow-ups on leads while utilizing Microsoft Dynamics 365 Sales. - Customer support personnel who want to quickly check sales team information and expedite customer response. - Internal IT personnel aiming to improve work efficiency by integrating Microsoft Dynamics 365 Sales with Discord. Benefits and Examples of Integrating Microsoft Dynamics 365 Sales and Discord Benefit 1: Quick Information Sharing Among Teams By implementing a system that notifies Discord every time a lead is created in Microsoft Dynamics 365 Sales, information sharing is expected to be quick, making it easier for the person in charge to move on to the next action. For example, when a new lead occurs in a specific region, it supports the sales staff in that region to smoothly prepare for response. Additionally, by understanding information across the entire related department, not just sales, the accuracy of follow-ups is expected to improve. Quick notifications promote business progress without waiting for meetings or emails, supporting a smooth sales process. Benefit 2: Preventing Missed Follow-ups on Leads By implementing a system that automatically notifies Discord of lead information, it is expected to prevent missed follow-ups on leads. Specifically, even if sales representatives do not check Microsoft Dynamics 365 Sales, they can confirm that a lead has been registered through notifications, reducing the likelihood of omissions or delays in response. Especially in remote work environments or while on the move, new lead notifications can be received through the Discord app. Automation through app integration prevents missed notifications, supporting accurate and efficient lead management across the sales team. Benefit 3: Speeding Up Customer Response By building a system that shares lead information not only with the sales team but also with the customer service department using Discord, it supports the improvement of customer response quality. For example, when a lead showing interest in a product is registered, the customer service team can quickly provide product information, helping to deepen customer interest. This system is also effective when inquiries from customers arise, as it can quickly escalate to the appropriate department, shortening response time. As a result, it is expected that the impression leads have of the company will improve, leading to a better customer experience. Now, let's explain how to automatically notify Discord when a lead is created in Microsoft Dynamics 365 Sales using the no-code tool Yoom. [What is Yoom] How to Automatically Notify Discord When a Lead is Created in Microsoft Dynamics 365 Sales It is possible to achieve this by receiving the registration of a lead in the Microsoft Dynamics 365 Sales database using the Microsoft Dynamics 365 Sales API and notifying the specified channel in Discord using the API provided by Discord. Generally, programming knowledge is required to achieve this, but it can be easily realized without programming knowledge by using the no-code tool Yoom. This time, we will create it in the following major processes: - Integrate Microsoft Dynamics 365 Sales and Discord with My Apps - Copy the template - Set triggers in Microsoft Dynamics 365 Sales and set actions in Discord - Set the trigger to ON and complete the preparation for flow operation If you are registered with Yoom, please log in, and if you are not registered, please proceed with the settings after registering for free.

Step 1: Integrate Microsoft Dynamics 365 Sales and Discord with My Apps

Integrate Microsoft Dynamics 365 Sales and Discord with My Apps.
After logging into Yoom, click "My Apps" on the left side of the screen and search for Microsoft Dynamics 365 Sales from "+ New Connection".
Note: Microsoft 365 (formerly Office 365) has plans for home use and general business use (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may not be possible.

Enter the domain of Microsoft Dynamics 365 CRM and click "Add" to complete the integration.

Similarly, search for Google Forms from "+ New Connection".

After signing in, you will see "Yoom is requesting access to your Google Account". Click "Continue" to complete the integration.

Next, let's proceed with the setup using a template.
Log in to Yoom and click "Try it" on the banner below.

A message saying "Template has been copied!" will be displayed, so click "OK" to complete the copy.

Step 2: Set the Trigger

Next, set the trigger for Microsoft Dynamics 365 Sales. Click "When a lead is created".

Next, check the account information that integrates with Microsoft Dynamics 365 Sales.
You can freely edit the title. However, do not change the trigger action and click 'Next'.

You can select the trigger activation interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Please note that the shortest activation interval varies depending on the plan.
Enter the domain of Dynamics 365 in "Domain" and click "Test".

Check the data displayed in the output, and if the information is retrieved correctly, click "Save".

Step 3: Set the Action

Next, set the action for Discord. Click "Notify on Discord".

Edit the title as desired and check the account information, then click "Next".

Next, set the notification destination and message content.
Refer to the annotation for "Channel ID" and quote from the URL of the target channel.
The "Message" can be edited as desired. When you click the field, suggestions will be displayed, and you can add the content you want to notify.
Also, as noted in the annotation, you can mention a user by setting it in the format <@USER_ID>.
Once all settings are complete, click "Test" to check if the message is sent to the specified channel on Discord.
After confirming that there are no issues with the test, click "Save".

Click "Turn on Trigger" to complete the preparation for flow operation.
Now, when a lead is created in Microsoft Dynamics 365 Sales, a notification will be automatically sent to Discord.

Other Automation Examples Using Microsoft Dynamics365 Sales

There are many other examples of automation using Microsoft Dynamics365 Sales in Yoom, so here are a few introductions.

1. Notify Chatwork When a Lead is Created in Microsoft Dynamics365 Sales

When a lead is created in Microsoft Dynamics 365 Sales, a notification is automatically sent to Chatwork. This allows for quick sharing of lead information within the Chatwork environment, which is convenient for task management.

2. Notify Slack when a lead is created in Microsoft Dynamics 365 Sales

When a lead is created in Microsoft Dynamics 365 Sales, a notification is automatically sent to Slack. This allows the team communicating on Slack to quickly grasp the lead information and proceed with the next action steps directly within Slack.

3. Notify Microsoft Teams when a lead is created in Microsoft Dynamics 365 Sales

When a lead is created in Microsoft Dynamics 365 Sales, the information is notified to Microsoft Teams. By leveraging Microsoft Teams' collaboration features, lead information can be smoothly shared across teams, supporting each department to take appropriate actions, such as quick status checks in customer support.

Summary

By integrating Microsoft Dynamics365 Sales with Discord, we were able to streamline the sharing and follow-up of lead information.
Utilizing automatic notifications through app integration can improve the response speed of the entire team and is expected to enhance customer satisfaction.

Yoom's app integration requires no programming and can be easily implemented. Take this opportunity to experience increased operational efficiency through automation.

The person who wrote this article

s.miyamoto

I have approximately 5 years of experience in the customer success industry for foreign companies. We will continue to disseminate useful content on a daily basis based on field issues cultivated from various standpoints, such as operators and managers. Using Yoom, we will continue to deliver content that can be used in the field, such as hints to improve the customer experience!