Notify a lead with a template email in Outlook using Microsoft Dynamics 365 Sales

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■Overview

This is a flow that notifies a lead with a template email in Outlook using Microsoft Dynamics365 Sales.

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

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‍■Recommended for

1. Those who utilize Microsoft Dynamics365 Sales in their business

・Those who regularly add or update leads

・Those who manage their sales process centrally with Microsoft Dynamics365 Sales

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2. Those who use Outlook for creating and sending emails

・Those who send template emails from Outlook after adding leads

・Those who want to streamline the process of creating and sending emails in Outlook

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■Benefits of using this template

If you are sending template emails after adding leads, you might find it cumbersome as the response time increases with the number of leads.
Moreover, spending too much time on lead responses can reduce the time available for other tasks, potentially decreasing productivity.

With this flow, when a lead is created in Microsoft Dynamics365 Sales, you can send a template email to the lead from Outlook.
This allows you to streamline lead responses, eliminate manual tasks, and secure time to focus on important sales activities.

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■Notes

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

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and 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.

Related apps

Dynamics 365 Sales

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Microsoft Outlook

Yoom allows you to integrate with Outlook's API without any code, enabling the automation of email sending from Outlook. For example, you can automatically send contracts and invoices created in Outlook, or automatically reply to inquiries from input forms using Outlook.

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