When a lead is created in Microsoft Dynamics 365 Sales, notify Microsoft Teams.

■Overview

This is a flow that notifies Microsoft Teams when a lead is created in Microsoft Dynamics365 Sales.

With Yoom, you can easily achieve this flow without the need for programming, as it allows for integration between apps.

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■Recommended for

1. Sales teams that manage leads in Microsoft Dynamics 365 Sales and use Microsoft Teams as an internal communication tool

・Those who want to smoothly share lead information, respond quickly, and strengthen team collaboration

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2. Sales representatives who want to improve the speed of response after acquiring leads

・Those who want to immediately grasp new lead occurrences in Microsoft Teams to prevent delays in response and enable quick approaches to customers

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3. Those who want to automate the manual input of messages in Microsoft Teams

・Those who frequently use Microsoft Teams for internal notifications

・Owners of small and medium-sized enterprises aiming for business automation

■Benefits of using this template

When using Microsoft Dynamics365 Sales in a sales team, it is important to share information about who acquired what leads with the entire team.
However, constantly monitoring the Microsoft Dynamics365 Sales screen or communicating via email can be cumbersome.

By utilizing this flow, when a lead is created, lead information is automatically notified to Microsoft Teams, allowing the entire team to quickly share lead information and enabling smooth collaboration.

■Notes‍

・Please integrate Yoom with both Microsoft Dynamics365 Sales and Microsoft Teams.

・Microsoft365 (formerly Office365) has plans for home use and general corporate use (Microsoft365 Business), and if you are not subscribed to the general corporate plan, authentication may fail.

・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes.

・Please note that the shortest activation interval varies depending on the plan.