Notify leads with a template email in Microsoft Dynamics 365 Sales

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■Overview

This is a flow to notify leads with a template email 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. Those using Microsoft Dynamics365 Sales

・Those utilizing Microsoft Dynamics365 Sales to streamline sales activities

・Those in sales departments that have implemented Microsoft Dynamics365 Sales

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2. Those conducting follow-ups with leads via email

・Those who want to streamline the creation and sending of emails

・Those who are spending a lot of time responding to leads

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■Benefits of using this template

Microsoft Dynamics365 Sales is a tool that can visualize lead management and deal status, contributing to the efficiency of sales activities.
However, if you are manually sending template emails after adding leads, you may not be able to respond immediately depending on the business situation, which could lead to delays.

With this flow, you can send template emails to leads when they are created in Microsoft Dynamics365 Sales, streamlining your operations.
By automating the email sending after lead creation, you can ensure timely follow-ups without delays.

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■Notes

・Please integrate Microsoft Dynamics365 Sales with Yoom.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail.

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About the Apps You Use

Dynamics 365 Sales

Yoom allows you to integrate with the Microsoft Dynamics365 Sales API without any code, enabling the automation of operations in Microsoft Dynamics365 Sales. You can register leads and account information in Microsoft Dynamics365 Sales via the API, and automate workflows triggered by the registration of information in Microsoft Dynamics365 Sales.

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