Do everything in one place
Customize your Microsoft Dynamics 365 and Outlook integration with the following
triggers and actions.
Triggers
When this happens…
Microsoft Dynamics 365
- Export new recordsExport new records in Microsoft Dynamics 365
- Export new/updated recordsExport new/updated records in Microsoft Dynamics 365
- Deleted objectDeleted object in Microsoft Dynamics 365
- New objectNew object in Microsoft Dynamics 365
- New or updated object (batch) BatchNew or updated object (batch) in Microsoft Dynamics 365
- New or updated objectNew or updated object in Microsoft Dynamics 365
- New object Real-timeNew object in Microsoft Dynamics 365
- Scheduled object search BatchScheduled object search in Microsoft Dynamics 365
- New/updated object Real-timeNew/updated object in Microsoft Dynamics 365
Any other trigger you can think up
Outlook
- New contactNew contact in Outlook
- New email Real-timeNew email received in Outlook Mail
- New event Real-timeNew event created in Outlook Calendar
- New/updated contactNew/updated contact in Outlook
- New/updated event Real-timeNew/updated event in Outlook Calendar
Any other trigger you can think up
Actions
Do this…
Microsoft Dynamics 365
- Custom actionCustom action in Microsoft Dynamics 365 (Custom)
- Close caseClose case in Microsoft Dynamics 365
- Create objectCreate object in Microsoft Dynamics 365
- Create object BatchCreate object in Microsoft Dynamics 365
- Get object by IDGet object by ID in Microsoft Dynamics 365
- Get object schemaGet object schema from Microsoft Dynamics 365
- Search objects BatchSearch objects in Microsoft Dynamics 365
- Update objectUpdate object in Microsoft Dynamics 365
- Update object BatchUpdate object in Microsoft Dynamics 365
Any other action you can think up
Outlook
- Custom actionCustom action in Outlook (Custom)
- Create contactCreate contact in Outlook
- Create calendar eventCreate event in Outlook Calendar
- Delete contactDelete contact in Outlook
- Download email attachmentsDownload email attachments from email in Outlook Mail
- Get calendar by IDGet calendar details by ID in Outlook
- Get contactGet contact in Outlook
- Get calendar event by IDGet event in Outlook Calendar
- List contacts BatchList contacts in Outlook
- List all instances of an event BatchList all instances of an event in Outlook
- Search calendar BatchSearch for calendar details in Outlook
- Search contacts BatchSearch contacts in Outlook
- Search calendar events BatchSearch events in Outlook Calendar
- Send emailSend email from Outlook Mail
- Update contactUpdate contact in Outlook
- Update calendar eventUpdate event in Outlook Calendar
Any other action you can think up
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