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. 

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.

You can use variables [company_name] (name of the Leadfeeder lead) and [account_name] (name of the Leadfeeder lead) when sending Leadfeeder leads to your Dynamics 365 with automation.

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.

In the next phase, you'll decide if you want to create a new opportunity 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.

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.

NOTE: Please note that the automation will only process every lead once, please consider this when setting up automation for tasks.

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

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.

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).

NOTE: Please note that the automation will only process every lead once, please consider this when setting up automation for tasks.

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.

NOTE: When using automation to create opportunities, accounts or leads each Leadfeeder lead identified in the custom feed will prompt the chosen automation. This means that if one company is shown as a lead several times due to multiple locations the automation will create these as unique opportunities, accounts, or leads. Different locations are seen as unique companies by Leadfeeder but may appear as duplicates in your CRM. 

Duplicates may also be created in the case of having automations set in feeds where a single lead may meet the criteria for several feeds. For example, if a custom feed looks for companies in the US and a seperate custom feed looks for companies in the print industry, a company that visits and is in the US and the print industry may appear in BOTH custom feeds. If automations are set up for BOTH of those feeds a duplicate may be created in your CRM.

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