Instead of sending leads to your Microsoft Dynamics 365 manually, you can create a custom feed and set up automation to get matching leads to your CRM automatically. 

Send to Dynamics 365

This action relates to three Dynamics 365 records: account, opportunity and a task both in an account and lead level.

Get started by choosing Action to be Send to Dynamics 365 and click Configure.

Choose then whether Leadfeeder should send leads to Dynamics 365 as accounts or leads.

Send leads to Dynamics 365 as accounts

Accounts

In the first stage, you define if you want the automation to create a new account for the given Leadfeeder lead that matches to your custom feed criteria. 

If unselected, the automation will only take into account the leads already connected to an account within your CRM when creating a new opportunity or a task.

Task

In the next phase, you'll decide if you want to create a new task for the account that Leadfeeder lead is connected to (or just newly created, if you chose to have the toggle on in the previous step).

If unselected, we will take only existing opportunities into account when creating the task.

Task

In the final phase, you choose whether you want to create a task. Please notice that your choices in this section are dependent upon your choices in the prior section. Your results here are dependent on whether you selected to create a new account and opportunity, or you chose only to take into account existing accounts and opportunities.

In the example below, the user didn't choose to create a new account but wanted the automation to create a new opportunity.

After you have set up the wanted rules, click Apply, then Add automation and finally Save

Send leads to Dynamics 365 as leads

Lead

In the first stage, you define if you want the automation to create a new lead for the given Leadfeeder lead that matches to your custom feed criteria. 

If unselected, the automation will only take into account the leads already connected to a lead within your CRM when creating a task.

Task

In the next phase, you'll decide if you want to create a new task for the lead that Leadfeeder lead is connected to (or just newly created, if you chose to have the toggle on in the previous step).

After you have set up the wanted rules, click Apply, then Add automation and finally Save.

This automation will now send matching leads from your custom feed to your CRM automatically.

*Please note, currently Leadfeeder integrates with the Online version only of Dynamics. We do not integrate with the On-Premise version.

Did this answer your question?