How to integrate Microsoft Dynamics 365 Sales with Microsoft Teams to automatically notify Microsoft Teams when a lead is created in Microsoft Dynamics 365 Sales

Would you like to automate lead registration notifications and improve operational efficiency?
Microsoft Dynamics 365 Sales is a useful app for managing customer information, and Microsoft Teams is a convenient communication tool. However, manually notifying every time information is registered is not only cumbersome but also carries the risk of human error.
By integrating Microsoft Dynamics 365 Sales with Microsoft Teams, you can achieve streamlined sales processes and automated information sharing.
This automation allows sales teams to quickly check the latest information, which is expected to improve operational efficiency.
This app integration can be easily implemented without programming, so please give it a try.

Recommended for

Sales representatives who have implemented Microsoft Dynamics 365 Sales but feel challenges in information sharing within the team
Project managers aiming to streamline sales processes by utilizing Microsoft Teams
Team leaders who want to automate lead information sharing to improve response speed

Benefits and Examples of Integrating Microsoft Dynamics 365 Sales and Microsoft Teams

Benefit 1: Support for Smooth Business Progress

By implementing a system that automatically sends notifications to Microsoft Teams when a lead is created in Dynamics 365 Sales, the sales team can quickly check new lead information, supporting smooth business progress.
This may shorten the time to initial contact with leads, allowing for a quicker response than competitors.
For example, when a new lead is registered, the relevant sales representative receives a notification in Teams and can proceed with discussions and role assignments on the spot.

Benefit 2: Efficient Information Sharing

By sending notifications to a specific channel in Microsoft Teams every time lead information is created in Dynamics 365 Sales, information sharing within the sales and marketing teams becomes more efficient.
This process not only ensures that important data about leads is reliably communicated among team members but also reduces the time and effort required for manual information transmission.
Additionally, since all members can grasp the same information in a timely manner through notifications, lead responses are expected to be consistent.
For example, when a lead acquired at an exhibition is registered, the information is shared in real-time in Teams, making it easier to quickly and appropriately follow up.

Benefit 3: Clarification of Tasks

By implementing a system to receive notifications in Microsoft Teams when a lead is created, accurate and speedy task assignment can be expected.
Based on the notification content, you can decide on task assignments within Teams or discuss the next action plan, clarifying role assignments and responsibilities in lead response.
This supports the prevention of risks such as task duplication and missed responses.
For example, when a lead from a specific region is created, you can immediately assign follow-up tasks within the sales or marketing team based on that content.
This process not only improves response speed but also promotes the visualization of work.

Now, let's explain how to use the no-code tool Yoom to automatically notify Microsoft Teams when a lead is created in Microsoft Dynamics 365 Sales.

[What is Yoom]

How to Notify Microsoft Teams of Content Added to Microsoft Dynamics 365 Sales

It is possible to achieve this by receiving lead registration in the Microsoft Dynamics 365 Sales database using the Microsoft Dynamics 365 Sales API and automatically notifying Microsoft Teams using the API provided by Microsoft Teams.
Generally, programming knowledge is required to achieve this, but with the no-code tool Yoom, it can be easily implemented without programming knowledge.

We will create it through the following major processes.

Integrate Microsoft Dynamics 365 Sales and Microsoft Teams with My Apps
Copy the template
Set a trigger in Microsoft Dynamics 365 Sales and set an action in Microsoft Teams
Set the trigger to ON and complete the preparation for flow operation

If you are registered with Yoom, please log in. If you are not registered, please proceed with the settings after free registration

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

First, integrate Microsoft Dynamics 365 Sales and Chatwork with My Apps.
After logging into Yoom, click on "My Apps" on the left side of the screen and proceed with the settings from "+ New Connection".

Search for Microsoft Dynamics 365 Sales and click on it.
Note: Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.

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

Next, search for Microsoft Teams and click on it.

Then, a Microsoft page will be displayed, so please sign in with the account you want to use.
Note: Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business). If you are not subscribed to the general business plan, authentication may fail.

Next, proceed with the settings using the template.
Log into 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 to integrate 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.
Note: The shortest activation interval varies depending on the plan.
Enter the Dynamics 365 domain 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 Microsoft Teams. Click "Notify Microsoft Teams".

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

Set the notification destination and message content.
Select the appropriate items from the suggestions displayed when you click the "Team ID" and "Channel ID" fields.
The "Message" can be edited as desired. Click the field to display suggestions and add the content you want to notify.
If you want to set mentions or file attachments, refer to the annotations while setting them up.

If you want to set file attachments, configure the "Attachment Information" settings.
After setting, click "Test" to check if the message is sent to the specified channel.
Once you confirm it has been sent correctly, 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 Microsoft Teams.

Other Automation Examples Using Microsoft Dynamics365 Sales

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

1. Notify Slack 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 Slack. This sets up an environment where the sales team can quickly grasp new lead information and respond promptly. It eliminates the need for manual communication tasks, making information sharing smoother.

2. Notify Chatwork 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 Chatwork. This allows the entire team to immediately check the lead information, helping to prevent any oversights in response. Smooth information sharing is facilitated, supporting faster sales operations.

3. Notify LINE WORKS 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 LINE WORKS. This ensures that lead information is quickly shared with the team, facilitating smooth and necessary actions.

Summary

The integration of Microsoft Dynamics 365 Sales and Microsoft Teams enables sales teams to quickly share lead information and respond efficiently.
This automation is expected to enhance the competitiveness of sales teams by reducing the effort of information transmission and improving response speed.

Yoom's app integration can be easily implemented without the need for programming. Take this opportunity to introduce automation and experience improved business efficiency.