Integrate Microsoft Teams with Microsoft Dynamics 365 CRM
Send information between Microsoft Teams and Microsoft Dynamics 365 CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Microsoft Teams and Microsoft Dynamics 365 CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Event created
Triggers when a new event is created
Channel created
Triggers when a new channel is created in the selected team
Message created in channel
Triggers when a new message is created in channel
Chat created
Triggers when a new chat is created
Record created or updated
Triggers when a record is created or updated in selected entity
Record updated
Triggers when an existing record is updated
Record created
Triggers when a new record is created
All Actions - Actions are the automated tasks
Post message to channel
Posts a message in the selected channel
Create chat
Creates a new chat (one-on-one or group)
Create event
Creates a new event
Reply to channel message
Creates a reply to a channel message
Create channel
Creates a new channel in the selected team
Post message to chat
Posts a message to the specified chat
Add user to channel
Adds the specified user to a channel
Update profile
Updates the profile details of existing user by ID
Update event
Updates the details of an existing event
Fetch chat by display name or email
Fetches a one-on-one chat by display name or email address
Fetch message in channel
Fetches the details of existing message by ID
Fetch message in chat
Fetches the details of existing chat message by ID
Fetch channel by ID
Fetches the details of existing channel by ID
Fetch user by name or email
Fetches user by name or email
Fetch channel
Fetches a channel by it's name
Fetch chat
Fetchs the details of existing chat by ID
Cancel event
Cancels the specified event
Fetch event
Fetches the details of an existing event by title or ID
Create record
Creates a record in selected entity
Update record
Updates an existing record in selected entity
Fetch record
Fetches records from a selected entity
What is Microsoft Teams?
Microsoft Teams is group chat software. You can host online meetings, make calls, and effectively collaborate with your team on chat.
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Custom functions
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Learn more >Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
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Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
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Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
