Alerting your team members when new customer contact is added in the Dynamics 365 CRM is a manual process for many organizations – if done at all. The time it takes to manually perform this operation can be spent elsewhere more wisely. Therefore, companies turn to integration solutions such as Connect iPaaS to integrate Dynamics 365 to Outlook without the need for manual intervention.

With this integration, you can alert your teams via Outlook emails whenever there are updates related to any entity (contacts, leads, accounts, etc.) of Dynamics 365 CRM.

The integration enables you to:

Expedite Customer Response Time
Align Team Communication
Improve Team Productivity by Streamlining Sales Process

Create this integration in minutes for free without coding using the link below, which has Dynamics 365 CRM and Outlook connectors already added - all you need to do is update your configurations as per your need, such as adding a specific filter to trigger the workflow or mapping the personalized data attributes. Try Now -> https://trial.robomq.io/recipes/16eacf4590cea54f09a07a1f1f31f9c4

Key functionalities:

Create, run, and manage this integration without any coding.
Simple and easy-to-use UX.
Select polling intervals of when you'd like to send alerts on Outlook.
Choose entity types from your Dynamics 365 CRM to process events from and filter these events.
Selectively choose the events of interest to be processed by applying criteria on the attributes or data fields of the event being processed. This is similar to applying And/Or conditions using more than one criterion.
Perform basic data mapping and transformation using simple drag-and-drop functionalities, along with advanced transformation using Microsoft Excel-style functions and more.
Set up notification alerts to your email or mobile phone for managing this workflow.
Pause, edit, or share this integration recipe along with all of your other integration recipes on the Manage dashboard.
Observe event data and execution reports of your integration workflows, along with details to see what is happening in real-time
Unlimited API calls and transactions can be performed with this integration, even with your free trial.

Send Outlook Emails When D365 Contacts Are Added

by RoboMQ